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  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Are you someone with 1+ years of experience in banking/financial services industry? Are you interested in answering incoming calls/emails from clients needing help with all their banking needs? If so, you are exactly what our client is looking for in a Portfolio Services Advisor!

  • Portfolio Services Advisor
  • Fully Remote (Arizona or Utah)
  • 10-month contract (with opportunity to convert into full time)
  • Benefits available

Who is the client I would be working with?

  •  An American commercial bank. One of largest banks in the United States

How do I know if I am in the right place? If you:

Experience/Skills Required:

  • 1+ years of experience in banking/financial services industry

What are the top 3-5 skills requirements should this person have?

  • BS/BA Degree preferred
  • Call center experience preferred
  • Knowledge of regulatory requirements that impact financial services
  • Proficient in MS Office software

What type of environment is this person working in?

  • Combination of team and individual environment

What exactly would a Portfolio Services Advisor do at this company?

Job Description: Summary

  • Answer incoming calls/Emails from clients needing help with all their banking needs
  • Learn and help pilot a new chat feature we will be launching in 2022
  • Demonstrate white glove customer service in handling al customer requests for the Startup Banking clientele
  • Problem solve and assist clients with account research
  • Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary
  • Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner
  • Excellent written and verbal communication skills with the ability to convey information effectively and tactfully
  • Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed
  • Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement
  • Strong attention to detail
  • Drive service innovation and transformation through automation, self-service capabilities, and channel integration
Company Description
• Come get Swoon’d!!
• Swoon handles the staffing need of over 80 Fortune 500 clients.
• We have won Best and Brightest Companies to Work for in the Nation Award 7 years in a row.
• Swoon was also awarded the Inc. 5000 Fastest Growing Private Companies in the US from 2016 – 2020.

Swoon Staffing (A fortune 500 client of ours)


Tempe, AZ



View all jobs at Swoon Staffing (A fortune 500 client of ours)