Customer Support

• Become proficient in all knowledge base requirements to resolve clients’ needs as efficiently as possible.
• Become proficient in all platforms, systems, and tools used to maintain client records, transactions, documentation, and relevant data.
• Maintain appropriate documentation of conversations in designated system to ensure handoff continuity and client profile accuracy.
• Manage high volume of tasks in a timely and efficient manner.
• Identify client needs, research issue and provide solutions and/or alternatives.
• Build sustainable relationships and engage clients by providing best-in-class service.
• Meet and/or exceed established key performance criteria.
• Provide excellent client service and advocacy.
• Work across the organization as needed to resolve client requests.
• Assist clients with the onboarding process by providing status of application and registration process, guidance of next steps, and answer any questions.
• Dispatch available vehicles to clients across all regions on an inbound basis.
• Effectively communicate to the client how to use any of our client facing tools.
• Perform other duties as deemed necessary by management.

Senior Customer Care Specialist

Associate Customer Support Rep, Vet

Customer Care Specialist

Customer Experience Manager – Business Banking

Customer Experience Representative

Customer Care Representative – Specialty Service