Equipment Finance Customer Service Specialist II at First Citizens Bank

Jacksonville, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jul, 26

Salary

0.0

Posted On

24 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Account Reconciliation, Inbound Calls, Administrative Support, Communication Skills, Microsoft Office Suite, Excel, PowerPoint, Word, Problem Solving, Financial Operations, Risk Management, CRM, Salesforce, Banking Regulations

Industry

Banking

Description

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. May provide assistance for less experienced specialists through knowledge in the area of work. Responsibilities Inbound Calls - 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. 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 - OR - High School Diploma/GED and 4 years of experience in Customer Service Additional Requirements: Advanced written and verbal communication skills Business professional call experience and etiquette Proficient with Microsoft Office Suite; Excel, PowerPoint, Word Motivated and driven to learn Preferred Qualifications: Call Center experience Banking/Finance industry experience Salesforce/CRM experience Sales experience/skills Experience in retail banking Large Financial Institution (LFI) experience Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Responsibilities

This role provides administrative and customer service support within an Equipment Finance call center, handling inbound inquiries and account requests. Responsibilities include processing complex customer transactions, maintaining operational efficiency, and ensuring compliance with bank policies and regulations.