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Insight Global is seeking a customer service-oriented professional that has experience from a financial institution where the candidate has worked to solve problems within emails, phone calls, and chatbots. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

<h5>Customer Service Representative </h5>Insight Global is seeking a customer service-oriented professional that has experience from a financial institution where the candidate has worked to solve problems within emails, phone calls, and chatbots. Taking around 20+ inbound calls a day and helping clients find solutions. 1st line of customer verification process as commercial banking clients call in with requests. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy. Skills and Requirements: <ul><li>Ability to work on site in Phoenix, AZ 1x a month </li><li>Ability to work on a W2 basis without sponsorship </li><li>Excitement and eagerness to learn and grow long term within finance/customer service </li><li>Excellent verbal written and communications skills </li><li>Looking for individuals seeking to learn and grow within their organization 1+ years of customer service experience in a financial institution </li></ul>

Arizona Staffing

Customer Service Representative

Commercial Banking

Conversation Engine

Customer Support/Service

Finance

Presentation/Verbal Skills

Problem Solving Skills

Writing Skills

IRecruitee

Assisting customers with logging onto the payment portal, calculating loan payments, sending mail correspondence. The Client Services Specialist will be competent in prioritizing, multi-tasking, self-motivated and trustworthy.

Position is primarily responsible for receiving and responding to customer inquiries by phone and email. Processing ACH payments setups and cancellations for customer accounts. Assisting customers with logging onto the payment portal, calculating loan payments, sending mail correspondence. The Client Services Specialist will be competent in prioritizing, multi-tasking, self-motivated and trustworthy.ESSENTIAL FUNCTIONSAverage Percent of Time (Must add up to 100%)75% Answering and responding to customers by phone and email15% Processing customer requests by email or mail5% Special projects during slower call volume times5% Working directly with Client Services ManagerSPECIFIC DUTIES AND RESPONSIBILITIESAnswering Phones and Emails:<ul><li>Reply to questions/concerns</li><li>Look up account information</li><li>Set up and expire ACH payments</li><li>Calculate payment amounts</li><li>Request payment and fee adjustments</li><li>Upload correspondence and documents in NLS</li><li>Send correspondence and documents by email and mail</li><li>Document in detail and accuracy all customer interactions in NLS</li><li>Client interactions by phone and email</li><li>Submit tickets to other departments for account corrections and/or adjustments or doc request</li><li>Meet and/or exceed phone performance standards and requirements</li><li>Account follow up as needed</li><li>Minimum average of 50 customer interactions per day</li></ul>In addition to performance of the essential functions, this position may be required to perform a combination of the following supportive functions.<ul><li>Special projects</li></ul>Assimilate into the Advanced Financial Company Commitment to Excellence culture through understanding, supporting and participating in all elements of Commitment to Excellence. Demonstrate working knowledge of the service standards.Regular attendance in conformance with the standards, which may be established by Advanced Financial Company from time to time, is essential to the successful performance of this position.The individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he or she can perform the essential functions of the job, with or without reasonable accommodation.<ul><li>Must have great communication skills and enjoy helping people</li><li>Prior customer service and/or call center experience taking inbound calls from customers a plus</li><li>Experience in banking, loans or mortgage a plus</li><li>Enjoys answering customer questions and finding them solutions</li><li>Good computer skills</li><li>Ability to learn quickly and multitask</li><li>Punctuality and good attendance are a must</li><li>Flexibility on schedule</li><li>Bilingual in Spanish a plus</li></ul>QUALIFICATION STANDARDS<ul><li>Bilingual in Spanish a plus</li></ul>EDUCATIONHigh School graduate or equivalent requiredEXPERIENCE<ul><li>Minimum one year of customer service and/or call center environment</li><li>Experience in banking, loans or mortgage a plus</li><li>Bilingual in Spanish a plus</li></ul>

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