If so, we should talk.

We’re seeking people with positive energy who gain fulfillment from helping others to help us create a wonderful customer experience for our clients (banks and other financial institutions).

What is the role?

You would be a key member of our Client Services team whose primary responsibility is to provide a personal, helpful, and simple customer experience to clients (banks and other financial institutions) by:

• Responding to customer inquiries and resolving customer issues via phone and email
• Training new member banks for onboarding and operational implementation
• Developing and presenting customer trainings for ongoing support
• Working cross-departmentally to develop and prioritize technology and process improvements
• Executing ongoing and ad hoc administrative tasks and projects (e.g., document processing, data entry)

You should possess the following experience, skills, and qualifications:

• Minimum of two years of customer service experience with demonstrated ability to provide high-quality service
• Strong oral and written communication skills
• Demonstrated ownership and accountability for learning and workload management
• Professional and friendly phone manner in order to build and maintain superb customer relations over the phone
• Ability to work effectively in a team environment and alone
• Excellent problem-solving skills; ability to multitask within tight deadlines; excellent organizational skills; self-directed and results/goal-oriented
• Ability to deal with change and quickly adapt to evolving business priorities and the introduction of new concepts
• Exceptional attention to detail
• Proficient in Outlook, Word, and Excel