Customer Service Representative

Global Investment Banking Organization

Candidates will be responding to incoming phone calls regarding various service issues on Bank accounts. Calls will need to be responded to with a high degree of accuracy and speed, while consistently meeting key department performance metrics. Inquiries may include questions about checks, debit cards, retirement and basic finance. Successful applicants will have a positive attitude and professional demeanor. Customer Service or Call Center experience a plus.

Additional Notes:

1. Candidates must have a 4-year degree (preferably in finance) OR financial services (banking) experience. (Note: candidates with only customer service experience, even if in the financial services industry, may not be considered for interview). 

2. Candidates must have flexibility in work hours (call center hours are 7 days/week, 7a-11p)

3. Candidates must not have any scheduled time off during the training period (period of 9 weeks from start date of 8/31)

4. Bilingual candidates a plus! (Bilingual candidates must be fluent in BOTH English and Spanish).

Candidates will be responding to incoming phone calls regarding various service issues on Brokerage accounts. Calls will need to be responded to with a high degree of accuracy and speed, while consistently meeting key department performance metrics. Inquiries may include questions about checks, debit cards, retirement and basic finance. Successful applicants will have a positive attitude and professional demeanor. Customer Service or Call Center experience a plus.

The ability to simultaneously navigate through multiple computer systems.

Must demonstrate excellent communication skills, both oral and written.

Candidates should have an affinity towards learning about Financial Services, basic market knowledge or previous experience within the industry.

Ability to contribute in a fast paced, team-oriented environment.

Aptitude to multi-task and adjust quickly to change in a busy financial service center.