Service Excellence Advisor
- Category: Bank Jobs
- Location: New York City, New York
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 24K to 29K
- Published on: 2025/09/21
Job highlights
Identified by Google from the original job post
Qualifications
Extensive knowledge of all bank products, services, policies and procedures
Proficient PC skills with Microsoft Office applications and e-mail
Attention to detail and accuracy
Strong written and verbal communication skills
Ability to multitask and prioritize workflow
Knowledge of Treasury Management products and services
High School Diploma or GED and a minimum of 3 years related banking experience
Responsibilities
Job Overview Under the supervision of the Service Excellence Center Manager, the Service Excellence Advisor will assist front line associates with operations affecting customers, deposit and teller services
Provide tier one support with bank managers, branch associates and customer care specialists with issues related to operations and systems
Troubleshoots systems issues for resolution
Utilize all major bank systems in a variety of areas, including mortgage and consumer lending, deposits, card services and treasury products in order to support retail personnel
Onboards both commercial and consumer clients, as well as general tasks related to Retail operations
Provide excellent customer service to solve client issues through resolution
Tracks reported issues for consolidation and potential process or system change
Create and provide training to resolve common issues
Assist Retail Operations and Sales with projects, activities and tasks
Prepares reports daily, monthly, quarterly and as needed
Job description
Job Overview Under the supervision of the Service Excellence Center Manager, the Service Excellence Advisor will assist front line associates with operations affecting customers, deposit and teller services. Job Description Responsibilities include, but are not limited to:
• Provide tier one support with bank managers, branch associates and customer care specialists with issues related to operations and systems.
• Troubleshoots systems issues for resolution.
• Utilize all major bank systems in a variety of areas, including mortgage and consumer lending, deposits, card services and treasury products in order to support retail personnel.
• Onboards both commercial and consumer clients, as well as general tasks related to Retail operations.
• Provide excellent customer service to solve client issues through resolution.
• Tracks reported issues for consolidation and potential process or system change.
• Create and provide training to resolve common issues.
• Assist Retail Operations and Sales with projects, activities and tasks.
• Prepares reports daily, monthly, quarterly and as needed.
Requirements Required Skills:
• Extensive knowledge of all bank products, services, policies and procedures.
• Proficient PC skills with Microsoft Office applications and e-mail.
• Attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to multitask and prioritize workflow.
• Knowledge of Treasury Management products and services.
Required Experience:
• High School Diploma or GED and a minimum of 3 years related banking experience.
• Associates degree with related banking experience is preferred.
Original job Service Excellence Advisor posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Related jobs
-
Global Custody Market Registration Analyst | Operations
Job highlights Identified by Google from the original job post Qualifications Knowledge of the financial services industry Excellent organizational and communication skills with the ability to manage multiple priorities and deadlines, effectively Exc...
-
Treasury Client Svcs Professional I
Job highlights Identified by Google from the original job post Qualifications The required level of knowledge is normally acquired through completion of a Bachelor's Degree and 1-year experience in a bank operations or customer service position or 5 ...
-
Sr| Manager | Information Security Risk Assessment
Job highlights Identified by Google from the original job post Qualifications Demonstrated People Leader experience Experience in Cyber security Risk management Financial Industry regulatory requirements (PCI, etc) Bachelor's degree or equivalent wor...