Equipment Finance Customer Service Specialist III
📋 Role Overview & Responsibilities
Overview
This position works in a call center environment providing administrative and customer service support to the Equipment Finance Division. Performs a full range of customer service activities including addressing inquiries and concerns to find solutions and to provide outstanding customer experience to our customers. Mentors less experienced team members as needed. May provide a leadership role for less experienced specialists through knowledge in the area of work.
Responsibilities
Client Service - Performs a full range of customer service activities by responding promptly and accurately to customer inquiries via inbound calls and emails. Processes a variety of customer requests within medium to high complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc.Collaboration - Works closely with management and associates to resolve client issues. Provides feedback and assistance to management. Coordinates service delivery across teams when issues need to be escalated. Mentors less experienced team members as needed.Operations and Administration - Performs duties and special projects as assigned by Management to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines.
Qualifications
Bachelor's Degree and 2 years of experience in Customer Service OR High School Diploma or GED and 4 years of experience in Customer Service Required
Preferred Area of Experience: Banking, Finance, Operations
Frequently Asked Questions
How do I apply for the Equipment Finance Customer Service Specialist III position at First Citizens Bank? ▼
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Jacksonville, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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