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Portfolio Service Advisor-Tempe (AZ) [Remote/WFH]

In North Carolina / United States

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Portfolio Service Advisor-Tempe (AZ) [Remote/WFH]   

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JOB TITLE:
Portfolio Service Advisor-Tempe (AZ) [Remote/WFH]
JOB TYPE:

JOB SKILLS:
JOB LOCATION:
Wilson North Carolina / United States

JOB DESCRIPTION :

Job Title Portfolio Service Advisor

Location Remote Tempe, AZ

Job Type Contract/Temp

Qualifications:

Remote position, want in Tempe so when WFH is lifted.

Supports an assigned specific portfolio of clients and accountable as first point of contact for addressing day to day requests and technical support needs, resolving a variety of client operational issues or bank transaction inquires.

Receives requests through various channels and generates resolution by navigating, researching or escalating the issue guided by established procedures.

Accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate resolution.

Provides client information on their financial business needs in timely manner.

Accountable for providing client training, to increase product awareness and drive adoption and product penetration.

Provides assistance directly or indirectly utilizing internal partners for activities related to on-boarding; assessing risk related transactions; fraud mitigation, cash flow management, inquires on other daily banking operational needs; and conducts outreach related to incident/campaign.

Maintains a knowledge of various products and accountable for advising clients on options to positively influence change in their operations which may include recommending modification additional bank products or programs.

Evaluates each transactional item and accesses the appropriate actions and/or response, including probing for additional information, researching, escalating, developing solution, or engaging the Deal Team or Product Advisors.

Applies appropriate judgment to assess risk in regard to Know Your Customer (KYC) and Anti-Money Laundering regulations, account ownership, account controls, fraud, fee waivers and overdraft.

Performs assigned functions independently and ensures all regulations, procedures, and polices are adhered to.

Position Details

May 31, 2021
S16174660119222352
North Carolina / United States
Wilson
A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Portfolio Service Advisor-Tempe (AZ) [Remote/WFH]    Apply

Click on the below icons to share this job to Linkedin, Twitter!

Job Title Portfolio Service Advisor

Location Remote Tempe, AZ

Job Type Contract/Temp

Qualifications:

Remote position, want in Tempe so when WFH is lifted.

Supports an assigned specific portfolio of clients and accountable as first point of contact for addressing day to day requests and technical support needs, resolving a variety of client operational issues or bank transaction inquires.

Receives requests through various channels and generates resolution by navigating, researching or escalating the issue guided by established procedures.

Accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate resolution.

Provides client information on their financial business needs in timely manner.

Accountable for providing client training, to increase product awareness and drive adoption and product penetration.

Provides assistance directly or indirectly utilizing internal partners for activities related to on-boarding; assessing risk related transactions; fraud mitigation, cash flow management, inquires on other daily banking operational needs; and conducts outreach related to incident/campaign.

Maintains a knowledge of various products and accountable for advising clients on options to positively influence change in their operations which may include recommending modification additional bank products or programs.

Evaluates each transactional item and accesses the appropriate actions and/or response, including probing for additional information, researching, escalating, developing solution, or engaging the Deal Team or Product Advisors.

Applies appropriate judgment to assess risk in regard to Know Your Customer (KYC) and Anti-Money Laundering regulations, account ownership, account controls, fraud, fee waivers and overdraft.

Performs assigned functions independently and ensures all regulations, procedures, and polices are adhered to.