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- Responsible for answering incoming calls from  customers; providing product information, account opening services as well as account servicing and supporting our customers
- Builds rapport with our customers to resolve service issues and customer questions
- Takes ownership of customer enquiries and responds to escalated customer issues in accordance with agreed procedures
- Responsible for the day-to-day coverage of customer account maintenance processes including but not limited to application review and processing, money movement, correspondence and complaint handling and response
- Documents all service efforts for each assigned customer in accordance with established procedures and compliance policies
- Communicates professionally and regularly with customers, leadership and peers on status of accounts and escalations in accordance with established standards
- Participates in projects to drive operational excellence
- Must be self-directed, detail oriented, positive attitude, driven, able to work independently in a team-oriented and fast paced environment with a passion to deliver exceptional service to customers
- Good interpersonal skills, negotiation skills are a plus
- Is adaptable, high-energy levels and desire to help others
- Good analytical and problem-solving skills with a view to support changes to processes
- Excellent written and verbal communication skills
