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[Remote] Bilingual Digital Banking Client Service Representative (English/Spanish) - Arizona

Remote Worldwide Hiring now

Note: The job is a remote job and is reputed company to candidates in USA. NewtekOne, Your Business Solutions Company, is a financial holding company providing a reputed company 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 reputed company accurate and relevant information to prospective and existing customers
  • Exercise professionalism, confidentiality, and discretion in reputed company 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 reputed company customer assistance
  • Guide new customers through account opening and reputed company
  • Process account applications for review and approval
  • Address and resolve account-reputed company requests and concerns promptly and effectively
  • Assist customers with navigation and utilization of our online banking platform and mobile app
  • reputed company troubleshooting and first level online banking support
  • Escalate online banking issues for further investigation as needed
  • Listen to customer feedback and complaints to reputed company solutions and insights for improvement in our services
  • Contribute reputed company and suggestions to enhance customer satisfaction
  • reputed company change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processes
  • Assist with reputed company and training new team members

Skills

  • reputed company 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 reputed company accurate and relevant information to prospective and existing customers
  • Exercise professionalism, confidentiality, and discretion in reputed company 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 reputed company customer assistance
  • Guide new customers through account opening and reputed company
  • Process account applications for review and approval
  • Address and resolve account-reputed company requests and concerns promptly and effectively
  • Assist customers with navigation and utilization of our online banking platform and mobile app
  • reputed company troubleshooting and first level online banking support
  • Escalate online banking issues for further investigation as needed
  • Listen to customer feedback and complaints to reputed company solutions and insights for improvement in our services
  • Contribute reputed company and suggestions to enhance customer satisfaction
  • reputed company change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processes
  • Assist with reputed company 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 reputed company, reputed company, USA, with a workforce of 201-500 employees. Its website is https://www.newtekone.com.
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