Summary:

Serve as the point of contact for POD support aspects with customers, sales representatives and conversion leaders.

Essential Duties and Responsibilities:

Accurately identify problems and provide timely resolutions
Ability to develop a strong understanding of customers business needs and apply solutions
Provide excellent customer service by; being professional, troubleshooting, resolving issues, conducting demonstrations, site visits, , training, hardware installation and providing customer feedback
Work within a queue support model
Effectively present information and respond to questions from clients, customers, and management
Accurately document all communication with users in a timely manner via system tools
Ensure that issues are escalated appropriately to internal departments and management
Establish effective working relationships with managers and co-workers to ensure excellent information flow and feedback on process, policy, and product changes that will affect users
Conduct new customer training and workshops for company products
Assist in training
Work on various special projects as needed
Other duties as assigned

Requirements/Skills:

Bachelor’s degree in Business, Finance or Economics or a related field preferred/Equivalent work experience in Banking or Financial industry.
Excellent communication skills, including strong writing, reporting and business correspondence
Basic mathematical skills
Resourceful, fact finder and ability to draw valid conclusions
Knowledge of financial systems and/or banking preferred
Courteous, professional and patient
Excellent problem solving skills
Strong attention to detail
Accountable
Strong basic computer skills, Windows OS, and Microsoft Office products
Ability to work in a team, call center environment

Travel

Salary

DOE

Status

Non Exempt

Client Services Analyst, POD