Transactions Specialist II - Overdraft Ops Support Team

Employer Industry: Financial Services Why consider this job opportunity... - Competitive total rewards package including base salary based on role, experience, and location - Discretionary incentive compensation for individual achievements - Comprehensive health care coverage and wellness programs - Retirement savings plan and tuition reimbursement options - Supportive work environment with a focus on diversity and inclusion - Opportunity to work with a leading financial services firm dedicated to customer satisfaction What to Expect (Job Responsibilities): - Determine customer needs and provide appropriate solutions while taking ownership of each account - Resolve conflicts and manage expectations effectively - Document customer account activities thoroughly and concisely - Conduct research and approach escalated problems with good judgment - Abide by all applicable regulatory and department practices and procedures What is Required (Qualifications): - Effective verbal and written communication skills - Basic computer skills and proficiency in Windows Operating Systems and Microsoft Office tools (Excel, PowerPoint, Word, Access, Outlook) - Effective prioritization and organization skills - Critical thinking skills with the ability to exercise independent judgment - Attention to detail and accuracy How to Stand Out (Preferred Qualifications): - 2+ years of customer service or account collections experience, either by phone or face-to-face - Experience with formatting spreadsheets, creating pivot tables, and filtering data #FinancialServices #CareerOpportunity #CustomerService #DiversityAndInclusion #CompetitiveBenefits At Talentify, we prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. Talentify is not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer Apply Job!