Portfolio Services Advisor

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