Equipment Finance Customer Service Specialist I

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.

• 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 low to medium complexity levels which includes account reconciliation, account updates, document requests, copy of invoices, buyout quotes, web portal troubleshooting, etc.
• Operations and Administration - Performs duties as assigned 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.

High School Diploma or GED and 1 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.