• Client Services Representative III

    City National Bank (New York, NY)


    If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

     

    *The Opportunity*

     

    Performs the most complex of duties assisting clients including opening accounts, problem resolution, transaction processing, and servicing of loans.

     

    *The Responsibilities*:

    * Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services.

    * Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices.

    * Coordinates problem resolution with appropriate departments.  Informs customers of standard procedures or resolution of problem.

    * Follows up, either verbally or in writing, to ensure customer satisfaction.

    * Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies.

    * Acts as a liaison between clients and company.  Provides feedback to sales, quality assurance and product management.

    * May compile information, prepare reports or summaries, and submit for review.

    * Recommends changes to existing policies and procedures.

    * May provide guidance to less experienced representatives.

    * Performs other duties and responsibilities as assigned.

    *The Qualifications*

    * High School Degree or equivalent with three (3) years of customer service experience.

    In-Depth Knowledge of:

    * Company policies, procedures, practices, products and services.

    * Banking operations, procedures, and policies.

    Skill in:

    * Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

    * Mathematical abilities sufficient to process and balance daily business transactions.

    * Written and verbal communication skills sufficient to interact effectively with external and internal clients.

    Ability to:

    * Organize and prioritize workload to meet deadlines.

    * Provide courteous, timely service when addressing client issues and transactions.

    * Use good judgment in responding to complex client issues.

    * Coach staff on client services issues.

     

    This is the pay range that Magnit reasonably expects to pay for this position: $31.93/hour - $42.57/hour

    Benefits: Medical, Dental, Vision, 401K

    *QUALIFICATION/LICENSURE*

    *Work Authorization :* Green Card, US Citizen, Other valid work visa

    *Preferred years of experience :* 3 years

    *Travel required :* No travel required

    *Shift timings :*