Service Representative jobs in United States, Arizona, Chandler

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution
• Reviews and approves required account documentation

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation

• Performs completeness and reasonable risk assessment of documentation or client account information and identifies and resolves any discrepancies or gaps, then approves/returns the request for account opening or maintenance according to the established written guidelines and procedures​
• Researches and resolves data errors by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed
• Responds to internal business partner via phone and email and escalates more challenging issues to leadership as needed
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units​

• Account Management: The ability to provide services and support to clients.
• Customer and Client Focus: The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
• Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
• Research: The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
• Attention to Detail: The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation

Job Description:

This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.

You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.

The Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.

Responsibilities:

• Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

Required Qualifications:

• Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
• Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
• Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Ability to handle confidential matters and sensitive information in a responsible manner
• Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients’ financial lives
• Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Applies strong critical thinking and problem-solving skills to meet clients’ needs
• Ability to work under pressure
• Can learn and understand technology to assist clients with the latest in Digital and Digital banking​
• Comfortable receiving ongoing performance feedback and coaching
• Ability to learn and adapt to new information and technology platforms
• Must be flexible to work various shifts which may include a weekend day

** 1st and 2nd shifts available **

Desired Qualifications:

• Bilingual Spanish

Skills:

• Account Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Regulatory Compliance
• Active Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Trading
• Valuation Ethics and Practice Standards

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

• For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Job Description:

This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.

You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.

The Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.

Responsibilities:

• Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

Required Qualifications:

• Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
• Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
• Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Ability to handle confidential matters and sensitive information in a responsible manner
• Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients’ financial lives
• Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Applies strong critical thinking and problem-solving skills to meet clients’ needs
• Ability to work under pressure
• Can learn and understand technology to assist clients with the latest in Digital and Digital banking​
• Comfortable receiving ongoing performance feedback and coaching
• Ability to learn and adapt to new information and technology platforms
• Must be flexible to work various shifts which may include a weekend day

** 2nd shift 8:00 P.M. - 6:30 A.M. EST **

Skills:

• Account Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Regulatory Compliance
• Active Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Trading
• Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent

About this role:

Apply today for opportunities in the following areas:

• Reinstatements
• Legal Letters
• Repossession Operations
• Vendor Support Invoicing
• Impounds
• Aftermarket/Letter of Guarantee/Specialty Operation Support SM
• Loss Recovery
• Payment Operations
• Bankruptcy Operations
• Titles

In this role, you will:

• Support Loan Servicing functional area or processes
• Identify opportunities to improve various areas within Loan Servicing and recommend solutions
• Review, research, analyze, calculate, and complete processes that are moderately complex in nature
• Perform moderately complex administrative, transactional, operational, or customer support tasks
• Review, research, process, and respond to written and phone inquiries of moderate to high complexity from customers, title companies, vendors, and internal personnel pertaining to loans and various areas within Loan Servicing
• Receive direction from Loan Servicing Associate Managers and/or Managers
• Escalate non-routine questions to experienced individuals
• Use relevant information and independent judgment to review and complete processes while ensuring compliance with all federal, state, client, and company policies, procedures, and regulations
• Interact and communicate with agencies, insurers, mid-level management, staff, and cross business units, as well as internal or external customers
• Provide guidance to less experienced peers

Required Qualifications:

• 6+ years of Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience within auto financial operations and/or automotive industry
• Experience with coaching, mentoring and training
• Experience executing in a fast paced, high demand, production environment while balancing multiple priorities
• Ability to multi-task to meet deadlines/service level agreements (SLAs), achieve goals, and work under pressure in a dynamic and complex environment
• Ability to negotiate, influence, collaborate, and facilitate issue resolution with both internal and external parties
• Excellent analytical skills with high attention to detail and accuracy

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Job Expectations:

• Attend paid training period for 4 weeks - Monday – Friday, 8 am – 5 pm
• Flexible to work any hours between 6 am – 7 pm depending on location
• Work on-site at the location posted
• Hybrid based position
• This position does not offer relocation assistance
• This position is not eligible for Visa sponsorship

Job Location:

• 2501 S Price Road – Chandler, Arizona 85286

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Apply today for opportunities in the following areas:

• Reinstatements
• Legal Letters
• Repossession Operations
• Vendor Support Invoicing
• Impounds
• Aftermarket/Letter of Guarantee/Specialty Operation Support
• Loss Recovery
• Payment Operations
• Bankruptcy Operations
• Titles

In this role, you will:

• Support Loan Servicing functional area or processes
• Identify opportunities to improve various areas within Loan Servicing and recommend solutions
• Review, research, analyze, calculate, and complete processes that are moderately complex in nature
• Perform moderately complex administrative, transactional, operational, or customer support tasks
• Review, research, process, and respond to written and phone inquiries of moderate to high complexity from customers, title companies, vendors, and internal personnel pertaining to loans and various areas within Loan Servicing
• Receive direction from Loan Servicing Associate Managers and/or Managers
• Escalate non-routine questions to experienced individuals
• Use relevant information and independent judgment to review and complete processes while ensuring compliance with all federal, state, client, and company policies, procedures, and regulations
• Interact and communicate with agencies, insurers, mid-level management, staff, and cross business units, as well as internal or external customers
• Provide guidance to less experienced peers

Required Qualifications:

• 2+ years of Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience within auto financial operations and/or automotive industry
• Experience executing in a fast paced, high demand, production environment while balancing multiple priorities
• Ability to multi-task to meet deadlines/service level agreements (SLAs), achieve goals, and work under pressure in a dynamic and complex environment
• Ability to negotiate, influence, collaborate, and facilitate issue resolution with both internal and external parties
• Excellent analytical skills with high attention to detail and accuracy
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Customer Service focus with the ability to listen to customer needs and recommend solutions

Job Expectations:

• Attend paid training period for 4 weeks - Monday – Friday, 8 am – 5 pm
• Flexible to work any hours within6 am – 7 pm
• Hours may adjust bi-annually, based on Daylight Savings Time
• Work on-site at the location posted
• This position does not offer relocation assistance
• This position is not eligible for Visa sponsorship

Job Location:

• 2501 S Price Road – Chandler, Arizona 85286

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description:

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

• Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
• Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
• Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access

Desired Qualifications:

• Experience in a call center and/or a financial/banking center
• Customer service experience​

Skills:

• Account Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Active Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent