Transactions Specialist II - Overdraft Ops Support Team

Employer Industry: Financial Services

Why consider this job opportunity...
• Competitive total rewards package including base salary based on role, experience, and location
• Discretionary incentive compensation for individual achievements
• Comprehensive health care coverage and wellness programs
• Retirement savings plan and tuition reimbursement options
• Supportive work environment with a focus on diversity and inclusion
• Opportunity to work with a leading financial services firm dedicated to customer satisfaction

What to Expect (Job Responsibilities):
• Determine customer needs and provide appropriate solutions while taking ownership of each account
• Resolve conflicts and manage expectations effectively
• Document customer account activities thoroughly and concisely
• Conduct research and approach escalated problems with good judgment
• Abide by all applicable regulatory and department practices and procedures

What is Required (Qualifications):
• Effective verbal and written communication skills
• Basic computer skills and proficiency in Windows Operating Systems and Microsoft Office tools (Excel, PowerPoint, Word, Access, Outlook)
• Effective prioritization and organization skills
• Critical thinking skills with the ability to exercise independent judgment
• Attention to detail and accuracy

How to Stand Out (Preferred Qualifications):
• 2+ years of customer service or account collections experience, either by phone or face-to-face
• Experience with formatting spreadsheets, creating pivot tables, and filtering data

#FinancialServices #CareerOpportunity #CustomerService #DiversityAndInclusion #CompetitiveBenefits

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