[Remote] Bilingual Digital Banking Client Service Representative (English/Spanish) - Arizona

Note: The job is a remote job and is open to candidates in USA. NewtekOne, Your Business Solutions Company, is a financial holding company providing a range of solutions to the SMB market. They are seeking a Bilingual Digital Banking Client Service Representative to ensure customers have a seamless banking experience and to assist with banking inquiries through various contact channels.ResponsibilitiesMaintain a strong understanding of bank policies, procedures, and regulatory compliance requirements as well as the bank's products and services to provide accurate and relevant information to prospective and existing customersExercise professionalism, confidentiality, and discretion in all customer interactions and while handling sensitive account informationInteract with customers in a friendly and engaging manner by phone, secure message, and chats to address various banking inquiries and provide customer assistanceGuide new customers through account opening and onboardingProcess account applications for review and approvalAddress and resolve account-related requests and concerns promptly and effectivelyAssist customers with navigation and utilization of our online banking platform and mobile appProvide troubleshooting and first level online banking supportEscalate online banking issues for further investigation as neededListen to customer feedback and complaints to provide solutions and insights for improvement in our servicesContribute ideas and suggestions to enhance customer satisfactionEmbrace change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processesAssist with onboarding and training new team membersSkillsFluency in English and Spanish is required for this roleExceptional communication and interpersonal skillsAbility to work collaboratively in a team-oriented environmentAbility to problem-solve and troubleshootAbility to multi-task and prioritize to meet time-sensitive deadlinesWillingness to assist in cross-functional projects and initiativesAbility to learn and use multiple banking software programsMaintain a strong understanding of bank policies, procedures, and regulatory compliance requirements as well as the bank's products and services to provide accurate and relevant information to prospective and existing customersExercise professionalism, confidentiality, and discretion in all customer interactions and while handling sensitive account informationInteract with customers in a friendly and engaging manner by phone, secure message, and chats to address various banking inquiries and provide customer assistanceGuide new customers through account opening and onboardingProcess account applications for review and approvalAddress and resolve account-related requests and concerns promptly and effectivelyAssist customers with navigation and utilization of our online banking platform and mobile appProvide troubleshooting and first level online banking supportEscalate online banking issues for further investigation as neededListen to customer feedback and complaints to provide solutions and insights for improvement in our servicesContribute ideas and suggestions to enhance customer satisfactionEmbrace change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processesAssist with onboarding and training new team members1+ years in the banking industry preferredCustomer service experience and general banking knowledge in deposit products and services including digital banking is preferredCompany OverviewNewtekOne has helped businesses grow since 1998. It was founded in 1998, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://www.newtekone.com.



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