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AppleOne: Client Services Advisor – 100% Remote

AppleOne

This is a Full-time position in Tempe, AZ posted October 27, 2021.

Job Description: This Client Services Advisor Position Features: ?

100% Remote ?

Great Environment ?

Weekends Off ?

Great Pay to $45K Immediate need for client services advisor seeking 100% remote, great environment and weekends off.

Qualifications: High School Diploma or Equivalency PLUS Bachelor?s degree OR 1-2 years of related professional experience (banking/financial services industry or customer service) OR 3-4 years of overall experience Experience in a direct client contact position specifically within Financial Services or Banking Environment Knowledge of financial services and products.

Responsibilities: Provides client support through direct or indirect client contact via email or phone channel to inquiries that may be, but not limited to: a general bank request or action; assistance with bank products; and/or technical support.

Formulates responses or implements action under supervision which may result in inquiry being resolved during initial contact or may perform additional research, problem-solving, or escalation to other internal partners.

Problem-solving is guided by precedent.

Solution generation may result in the recommendation of additional action and/or bank products or programs.

General/routine inquiries may include, but are not limited to the following: General account and/or product support inquires User administration inquiries and associated online training Operational troubleshooting for all products and services Liaison between client and internal business partners for problem resolution Fraud monitoring, risk identification/resolution Assistance on bank products may include, but not limited to the following: depository products (DDA, CD, MMA, Electronic Capture, Account analysis), cash management products (Lockbox, Controlled Disbursement, Positive Pay, Business Credit Card and Debit Card, eMerchant Solutions, Sweep, QuickBooks, Investment Products, and international products (Letter of Credit, Foreign Exchanges, Multi-currency accounts).

Technical support to clients may include, but not limited to the following: ?

business partner training Controlled Disbursement/Lockbox/Positive Pay ?

system emulation/troubleshooting and Mellon escalation FTP ?

technical support and troubleshooting ACH and Wire modules ?

client training and troubleshooting for file import formats EDC ?

client training, browser/technical troubleshooting, escalation to vendor Business Bill Pay ?

troubleshooting and escalation to vendor QuickBooks navigation and troubleshooting Credit Card/Debit Card Servicing and Troubleshooting declines/transaction inquiry, lost/stolen and fraud reporting, statement navigation and reconciliation, address changes, online banking support and other credit card related research.

Apply for this great position as a client services advisor today!

AppleOne is proud to be an Equal Opportunity Employer.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

You can view all of our jobs online at http://www.Appleone.Com/?sc=11& Id=1528747 Job Experience:, ,

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