Customer Solutions Agent Sr.

Responsibilities

• Handle escalated customer and regulatory inquiries, ensuring timely resolution and clear communication of progress.
• Track issues, document activities, identify root causes, and recommend solutions.
• Communicate effectively with internal teams, customers, and regulators, providing updates and managing expectations.
• Identify recurring issues and suggest process improvements.
• Manage multiple problems simultaneously, demonstrating problem-solving skills and proactive issue management.

Qualifications & Skills

• Excellent written and verbal communication
• Knowledge of banking products and systems
• Analytical skills to identify trends and solutions
• Strong interpersonal abilities to work with management and difficult customers
• Ability to manage multiple issues efficiently

Experience & Education

• 2-3 years in bank product service or operations, with a BA/BS degree or equivalent experience
• Proven experience in customer communication and problem resolution

Key Attributes

• Collaboration
• Humility
• Commitment to service excellence
• Continuous improvement mindset