Similar Jobs
See allRemote Member Assistance New Account Video Conferencing Specialist
Randolph-Brooks Federal Credit Union
Texas
Customer Service
Financial Services
Microsoft Office
Support AI Analyst
Not Specified
US
Customer Support
AI Tools
Data Analysis
Client Services Representative
Osaic
US
Communication
Customer Service
Attention To Detail
Digital Banking Support Representative
Climate First Bank
United States
Customer Service
Troubleshooting
CRM
Business Service Officer
KeyBank
US
Customer Service
Microsoft Office
Salesforce
Responsibilities:
- Support branches, Wealth Management, and digital channels with new and existing customer relationships.
- Process account maintenance and service requests like address changes and stop payments.
- Build and maintain customer relationships by identifying needs and cross-selling products.
Qualifications:
- Two Year College Degree in Business Administration.
- 5+ years of banking experience in retail branch operations.
- Experience using AI-assisted customer service tools.
Skills & Competencies:
- Knowledgeable of banking laws and compliance regulations.
- Experience with Fedlink, Pure Cloud, Finser, and KACE applications.
- Excellent organizational, analytical, and communication skills (English/Spanish required).
Unspecified
The organization is a financial institution that offers banking products and services through its Banker Service Center. It values customer service, compliance, and teamwork.