Financial Customer Service Assistant I

11/15/2023
Pittsburgh, PA
Finance

Job Description

Summary
In this position you will need to have patience and understanding and provide solutions to account, debit or credit card related issues. You will have the opportunity to work with many teams such as Customer Service, Treasury Management, Security, Default Management, and the Branches.

Responsibilities
• Handle customer phone inquiries regarding ATM, debit and credit card transactions, reporting of lost/stolen items such as cards and checks. Document debit and ATM disputes as well as account fraud reporting, travel notifications, debit card limit increases and assist customers with credit card payments
• Provide branches/departments with the back-office support necessary to help them service their customers’ needs
• Open new business credit cards for corporate customers
• Maintain an awareness of new operational policies and procedures and compliance of REG E and REG Z and utilize this knowledge in the day-to-day operations of the department

Qualifications:
• Familiarity with Microsoft Word and Excel
• One year of customer service experience that includes dealing with external customers on a regular basis
• Ability to diplomatically handle emotionally charged telephone calls
• Ability to effectively communicate both orally and in writing with customers and bank employees
• Must be an involved team player and positive acceptor of on-going change
• Attention to detail and good organizational skills
• Ability to learn Bank products/services/fees
• Knowledge of Credit Card products and services, preferred
• Branch banking experience, preferred
• Knowledge of general ledger balancing or researching out-of-balance conditions, preferred

Additional Details

Experience: 0-2 years