Transactions Specialist II - Overdraft Ops Support Team
Employer Industry: Financial Services
- Why consider this job opportunity...
- Competitive total rewards package including base salary based on role, experience, and location
- Discretionary incentive compensation for individual achievements
- Comprehensive health care coverage and wellness programs
- Retirement savings plan and tuition reimbursement options
- Supportive work environment with a focus on diversity and inclusion
- Opportunity to work with a leading financial services firm dedicated to customer satisfaction
- What to Expect (Job Responsibilities):
- Determine customer needs and provide appropriate solutions while taking ownership of each account
- Resolve conflicts and manage expectations effectively
- Document customer account activities thoroughly and concisely
- Conduct research and approach escalated problems with good judgment
- Abide by all applicable regulatory and department practices and procedures
- What is Required (Qualifications):
- Effective verbal and written communication skills
- Basic computer skills and proficiency in Windows Operating Systems and Microsoft Office tools (Excel, PowerPoint, Word, Access, Outlook)
- Effective prioritization and organization skills
- Critical thinking skills with the ability to exercise independent judgment
- Attention to detail and accuracy
- How to Stand Out (Preferred Qualifications):
- 2+ years of customer service or account collections experience, either by phone or face-to-face
- Experience with formatting spreadsheets, creating pivot tables, and filtering data
#FinancialServices #CareerOpportunity #CustomerService #DiversityAndInclusion #CompetitiveBenefits
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