Customer Service Representative II

West Seneca, NY, us on site Until 8/21/2026 First posted February 24, 2026 Last posted February 24, 2026
Job description

One of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. 

Provides customer solutions by providing seamless delivery of service, and/or fulfillment requests by answering calls, text messages or emails in a contact center environment. 

Requires knowledge of multiple products and ability to deepen or retain relationships through service. Performs routine account related transactions. 

Involves referring customers to the appropriate line of business for products not supported. May be required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other support organizations to fulfill the request. 

May handle escalated issues by successfully navigating the organization to resolve customer requests. Routes, maintains and tracks outstanding servicing requests and provides thorough follow up. Accountable for the successful resolution of all customer requests.

1-2 years call center experience.  Testing required.

All your information will be kept confidential according to EEO guidelines.

About this role

Summary

Handle customer inquiries, resolve issues, and support banking and financial services.

Job title

Customer Service Representative II

Experience level

1-2 years

Industry

finance

Location requirements

West Seneca, NY, USA; no remote work

Salary

Not specified

Management role

No

Skills & keywords

Required skills

call centerproblem solvingcommunicationaccount transactions

Preferred skills

None specified

Specializations

bankingfinancial productscustomer supportcall center
Locations

Structured locations inferred from the posting.

West Seneca, NY, USA

On-site City