Note: The job is a remote job and is open to candidates in USA. NewtekOne, Your Business Solutions Company, is a financial holding company providing a range of solutions to the SMB market. They are seeking a Bilingual Digital Banking Client Service Representative to ensure customers have a seamless banking experience and to assist with banking inquiries through various contact channels.
Responsibilities
- Maintain a strong understanding of bank policies, procedures, and regulatory compliance requirements as well as the bank's products and services to provide accurate and relevant information to prospective and existing customers
- Exercise professionalism, confidentiality, and discretion in all customer interactions and while handling sensitive account information
- Interact with customers in a friendly and engaging manner by phone, secure message, and chats to address various banking inquiries and provide customer assistance
- Guide new customers through account opening and onboarding
- Process account applications for review and approval
- Address and resolve account-related requests and concerns promptly and effectively
- Assist customers with navigation and utilization of our online banking platform and mobile app
- Provide troubleshooting and first level online banking support
- Escalate online banking issues for further investigation as needed
- Listen to customer feedback and complaints to provide solutions and insights for improvement in our services
- Contribute ideas and suggestions to enhance customer satisfaction
- Embrace change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processes
- Assist with onboarding and training new team members
Skills
- Fluency in English and Spanish is required for this role
- Exceptional communication and interpersonal skills
- Ability to work collaboratively in a team-oriented environment
- Ability to problem-solve and troubleshoot
- Ability to multi-task and prioritize to meet time-sensitive deadlines
- Willingness to assist in cross-functional projects and initiatives
- Ability to learn and use multiple banking software programs
- Maintain a strong understanding of bank policies, procedures, and regulatory compliance requirements as well as the bank's products and services to provide accurate and relevant information to prospective and existing customers
- Exercise professionalism, confidentiality, and discretion in all customer interactions and while handling sensitive account information
- Interact with customers in a friendly and engaging manner by phone, secure message, and chats to address various banking inquiries and provide customer assistance
- Guide new customers through account opening and onboarding
- Process account applications for review and approval
- Address and resolve account-related requests and concerns promptly and effectively
- Assist customers with navigation and utilization of our online banking platform and mobile app
- Provide troubleshooting and first level online banking support
- Escalate online banking issues for further investigation as needed
- Listen to customer feedback and complaints to provide solutions and insights for improvement in our services
- Contribute ideas and suggestions to enhance customer satisfaction
- Embrace change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processes
- Assist with onboarding and training new team members
- 1+ years in the banking industry preferred
- Customer service experience and general banking knowledge in deposit products and services including digital banking is preferred
Company Overview
- NewtekOne has helped businesses grow since 1998. It was founded in 1998, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://www.newtekone.com.