Customer Service Specialist in CommBank’s Funding & Settlements team managing business loan processes. Collaborating with stakeholders and providing exceptional customer service to internal and external clients.
About the role
- Business Relationship Support Specialist at Wells Fargo managing a complex portfolio of customers and improving processes. Collaborating with internal teams to resolve customer issues and ensure compliance.
Responsibilities
- Be accountable for a complex portfolio of customers
- Share leadership role with managers to oversee a portfolio of accounts
- Identify opportunity for process improvements within the portfolio
- Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
- Verify compliance and report identified issues for resolution
- Make decisions on complex customer issues
- Partner with managers to resolve issues and provides status updates on implementations
- Develop expertise in the policies, procedures, and compliance requirements
- Handle complex customer issues which include escalation and resolution
- Lead team and serve as a subject matter expert for the department
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Knowledge and understanding of middle market commercial banking
- Customer service focus with the ability to listen to customer needs and recommend solutions
- Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
- Ability to work effectively, as well as independently, in a team environment
- Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
- Treasury experience
- Ability to manage client relationships
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Strong attention to detail and accuracy skills
- Strong organizational, multi-tasking, and prioritizing skills
- Face-to-face customer service experience
- Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
- Experience partnering/collaborating with Commercial Banking Group and/or a Wholesale group
- Extensive knowledge and understanding of Commercial or specialty group servicing operations
- Knowledge of various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, WCAO, Relationship View, Service View, SVP & WICE
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Insurance expert providing phone - based broker services and administrative support at Hiscox. Delivering exceptional service and managing inquiries from High Net Worth brokers.
Sales Support Specialist in VIEWENTO handling customer relations, marketing, and operations. Focused on optimizing sales processes within a dynamic marketing team.
Client Support Specialist providing real - time assistance and support to insurance clients using underwriting screening tools. Ensuring effective user experience and addressing queries promptly.
Customer Support Agent at Maurten responsible for handling customer inquiries through Zendesk. Engaging with users and supporting development projects in a hybrid work environment.
Customer Service Representative supporting Asia customers for Teledyne Technologies. Responsible for processing orders, customer service requests, and compliance coordination from Tokyo office.
Customer Experience Quality Analyst at Blue Ridge Communications managing customer feedback and insights. Focused on driving improvement in customer journeys through actionable data analysis and reporting.
Customer Support Representative assisting German - speaking clients with BUX services. Providing support across various channels with a focus on positive user experience.
Solutions Specialist tackling customer automation while utilizing software tools in a dynamic environment. Join a respected team at TLG, caring for employees since 1967.
Customer Service Representative assisting U - Haul customers both inside and outside the center. Providing support for U - Haul products and services, managing rentals, and ensuring excellent service.