Customer Service Representative – Financial Institution Support

Job not on LinkedIn

🔥 15 hours ago

🐎 Kentucky, Nebraska, +2 more states – Remote

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⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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👻 Ghost score 10%

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Logo of CSI

CSI

1001 - 5000 employees

Founded 1965

💳 Fintech

🏦 Banking

🔒 Cybersecurity

💰 Private Equity Round on 2024-01

Fintech • Banking • Cybersecurity

CSI is a technology company specializing in modern banking solutions, offering products such as core banking software, digital banking, payment processing, and managed cybersecurity services. Their integrated solutions also include advisory services focused on financial crimes compliance and mitigation. CSI aims to empower financial institutions to thrive in a digital landscape while enhancing customer experience and operational efficiency.

📋 Description

• Serve as a primary point of contact for CSI's financial institution clients • Deliver customer service through timely communication, problem resolution, and coordination with internal teams • Support Document Services, Print & Mail, and Remote Deposit products • Respond to client inquiries through email and phone • Create, manage, and monitor support tickets through CRM and ticketing systems • Coordinate with Development, Operations, and other internal teams to investigate and resolve client issues • Serve as the communication liaison between clients and internal departments until cases are fully resolved • Research customer concerns and determine the appropriate team or resource needed • Assist clients with document services, print and mail processing, e-statements, archived statements, and remote deposit questions • Follow up on outstanding cases and provide regular status updates • Manage shared email queues, ticket queues, and phone support channels • Maintain accurate records and documentation of customer interactions and issue resolution activities

🎯 Requirements

• Minimum of 1 year of customer service, support, or related experience • Strong written and verbal communication skills • Excellent multitasking and organizational abilities • Strong problem-solving and research skills • Ability to manage multiple priorities in a fast-paced environment • Basic Microsoft Office and computer proficiency • Banking or financial institution experience preferred • Call center or customer support experience preferred • Experience working with ticketing or CRM platforms such as Microsoft Dynamics preferred • Exposure to print and mail operations, statement processing, or document services preferred • Familiarity with financial services products and customer support environments preferred • Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future

🏖️ Benefits

• Competitive salary • Eligibility for incentive awards based on individual and business performance • Comprehensive range of benefits

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