Equipment Finance Customer Service Specialist II
- Employer
- First Citizens Bank
- Location
- Jacksonville, USA
- Salary
- Competitive
- Closing date
- Mar 4, 2025
View more categoriesView less categories
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Overview
This position works in a call center environment providing administrative and customer service support to the Equipment Finance Division. Performs a full range of customer service activities including addressing inquiries and concerns to find solutions and to provide outstanding customer experience to our customers. May provide assistance for less experienced specialists through knowledge in the area of work.
Responsibilities
Inbound Calls - Performs a full range of customer service activities by responding promptly and accurately to customer inquiries via inbound calls and emails. Processes a variety of customer requests within medium to high complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc.
Operations and Administration - Performs duties and special projects as assigned by Management to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.
Qualifications
Bachelor's Degree
- OR -
High School Diploma/GED and 4 years of experience in Customer Service
Additional Requirements:
Advanced written and verbal communication skills
Business professional call experience and etiquette
Proficient with Microsoft Office Suite; Excel, PowerPoint, Word
Motivated and driven to learn
Preferred Qualifications:
Call Center experience
Banking/Finance industry experience
Salesforce/CRM experience
Large Financial Institution (LFI) experience
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
This position works in a call center environment providing administrative and customer service support to the Equipment Finance Division. Performs a full range of customer service activities including addressing inquiries and concerns to find solutions and to provide outstanding customer experience to our customers. May provide assistance for less experienced specialists through knowledge in the area of work.
Responsibilities
Inbound Calls - Performs a full range of customer service activities by responding promptly and accurately to customer inquiries via inbound calls and emails. Processes a variety of customer requests within medium to high complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc.
Operations and Administration - Performs duties and special projects as assigned by Management to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.
Qualifications
Bachelor's Degree
- OR -
High School Diploma/GED and 4 years of experience in Customer Service
Additional Requirements:
Advanced written and verbal communication skills
Business professional call experience and etiquette
Proficient with Microsoft Office Suite; Excel, PowerPoint, Word
Motivated and driven to learn
Preferred Qualifications:
Call Center experience
Banking/Finance industry experience
Salesforce/CRM experience
Large Financial Institution (LFI) experience
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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