Job Description
Extensive knowledge of all bank products, services, policies and procedures
Proficient PC skills with Microsoft Office applications and e-mail
Attention to detail and accuracy
Strong written and verbal communication skills
Ability to multitask and prioritize workflow
Knowledge of Treasury Management products and services
High School Diploma or GED and a minimum of 3 years related banking experience
Responsibilities
Job Overview Under the supervision of the Service Excellence Center Manager, the Service Excellence Advisor will assist front line associates with operations affecting customers, deposit and teller services
Provide tier one support with bank managers, branch associates and customer care specialists with issues related to operations and systems
Troubleshoots systems issues for resolution
Utilize all major bank systems in a variety of areas, including mortgage and consumer lending, deposits, card services and treasury products in order to support retail personnel
Onboards both commercial and consumer clients, as well as general tasks related to Retail operations
Provide excellent customer service to solve client issues through resolution
Tracks reported issues for consolidation and potential process or system change
Create and provide training to resolve common issues
Assist Retail Operations and Sales with projects, activities and tasks
Prepares reports daily, monthly, quarterly and as needed
Job description
Job Overview Under the supervision of the Service Excellence Center Manager, the Service Excellence Advisor will assist front line associates with operations affecting customers, deposit and teller services. Job Description Responsibilities include, but are not limited to:
• Provide tier one support with bank managers, branch associates and customer care specialists with issues related to operations and systems.
• Troubleshoots systems issues for resolution.
• Utilize all major bank systems in a variety of areas, including mortgage and consumer lending, deposits, card services and treasury products in order to support retail personnel.
• Onboards both commercial and consumer clients, as well as general tasks related to Retail operations.
• Provide excellent customer service to solve client issues through resolution.
• Tracks reported issues for consolidation and potential process or system change.
• Create and provide training to resolve common issues.
• Assist Retail Operations and Sales with projects, activities and tasks.
• Prepares reports daily, monthly, quarterly and as needed.
Requirements Required Skills:
• Extensive knowledge of all bank products, services, policies and procedures.
• Proficient PC skills with Microsoft Office applications and e-mail.
• Attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to multitask and prioritize workflow.
• Knowledge of Treasury Management products and services.
Required Experience:
• High School Diploma or GED and a minimum of 3 years related banking experience.
• Associates degree with related banking experience is preferred.
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💡 Quick Summary
Seeking a career-building opportunity? The Service Excellence Advisor position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
