Service Advisor
Company: Disability Solutions
Location: Phoenix
Posted on: September 29, 2024
Job Description:
Job Description:This role is responsible for acting primary
point of contact for Treasury clients, responsible for day-to-day
servicing of treasury, cash management, card, merchant and/or
depository products and services of varying complexity. These
individuals provide relationship management, servicing and
technical assistance to internal business partners (e.g. Sales &
Relationship Mangers, Product Managers, Compliance and Operations)
to resolve complex, unique client requests. Responsibilities
- Receives and responds to client and partner requests received
by email, phone, chat or workflow system
- Engage with customers, begin a conversation, build rapport,
handle objections, and explain complex problems
- Analyzes, researches and resolves complex issues raised by
clients ensuring client satisfaction by providing a positive
customer experience through creative solutions
- Drives resolution of client issues with internal, technical
and/or product partners, ensuring processes are integrated
- Performs Quality Assurance to ensure high risk processes are
completed per procedure
- Champions a culture of innovation and a customer centric
mindset
- Educates clients on tools and champions digital adoption
- Comfortable with ongoing change and learning new
technology/processes
- Comfortable receiving ongoing performance feedback and
coachingRequirements
- 1-2 years of experience in the Banking/Financial industry
- 1 + years of Customer Service experience
- Critical Thinking
- Relationship Building
- Risk Management
- Written & Oral Communication
- Time Management
- Quality Assurance
- Collaborating
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Multitasking (i.e. ability to navigate multiple computer
systems while interacting with the customer)Other Qualifications
- 1-3 years of experience working in a Call Center
- Treasury Products & SolutionsShift:1st shift (United States of
America)Hours Per Week: 40
Keywords: Disability Solutions, Casa Grande , Service Advisor, Other , Phoenix, Arizona
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