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T
TEKsystems
Customer Services Representative
Career Insights for Customer Service Representative (General)
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Scorecard
Based on Pennsylvania data
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What they do
A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.
$38,927 / year median in Pennsylvania
-23% projected decline
Job Description
Description - Fulfillment & Production position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. - Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements. Primary Functions of the
Position:
- Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
- Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
- Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
- Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
- Works closely with other teams within operations and throughout the bank to enhance current processes
- Participates effectively in assigned projects Skills Customer service, microsoft office, Customer support, financial Top Skills Details Customer service,microsoft office,Customer support,financial
Additional Skills & Qualifications Essential Skills and Abilities:
- Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
- Exceptional interpersonal and communication skills
- Proficiency in Microsoft Office preferred
- Keen attention to detail and understanding of loan process/system and applicable lending requirements
- Analytical problem-solving capabilities
- Strong work ethic and ability to be self-directed
- Ability to work effectively in a fast-paced, team-oriented work environment and adapt quickly to changing priorities
Education:
- Bachelor's Degree required
- Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred Experience Level Intermediate Level Job Type & Location This is a Contract to Hire position based out of Pittsburgh, PA.
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Pittsburgh,PA.
San Francisco Fair Chance Ordinance:
Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.Massachusetts Lie Detector:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.Benefits
- Paid Time Off (PTO)
- Sick Leave
- 401(k) Plans
- Other Retirement and Savings