Job Description Overview (Client Service Representative): Client is looking for Customer Service Representative within our Banking Operations team. As a Customer Service Representative in Banking Operations, under direct supervision you will assist in the timely and accurate handling of all account holder related inquires and needs. As a contact center within Northern Trust, the Investor Services Team takes inbound calls from our Retained Asset and Corporate Liquidity clients.Required Education: High School Diploma or equivalent.Required Experience: Must have experience in comparable industry and/or call center setting or customer support role is preferred. Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACH's wire transfers. Strong phone, verbal and written communication skills required. Strong active listening and interpersonal skills needed with aptitude to handle irate/challenging callers with minimal assistance. Highly flexible and adaptable to change; able to adapt to a fast-paced environment to different personality types and able to learn quickly. Multi-tasking skills; self-motivated with ability to set priorities and manage time effectively. Computer literacy is required with the ability to navigate several different applications/systems simultaneously. Strong teamwork capabilities.Responsibilities. Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information. Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database. Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level. Provide accurate transactional information to clients to avoid creating any loss situations for the Unit. Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors. Responsible for identifying customer needs, clarify information, research issues and provide solutions and/or alternatives. Works effectively as a team member but also independently. Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function.Industry: Banking or FinanceEstimated Start Date: 12/02/2024Location: Hybrid at Tempe [9:30a-6pm] or Chicago [7:30a-4pm]Travel: Not requiredParking: TBDDress Code: Professional dress code (no Jeans, no T-shirts)Specific Details: NA
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.**
Benefits: For information and details on employment benefits offered with this position, please visit here . Should you have any questions/concerns, please contact our HR Department via our secure website . California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here . Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances. If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department . Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).