This is a fully remote position, open to applicants in Kentucky, +3 more states.

📋 Description

• Act as the main point of contact for CSI's financial institution clients.

• Provide exceptional customer service through prompt communication, problem resolution, and collaboration with internal teams.

• Assist with Document Services, Print & Mail, and Remote Deposit offerings.

• Address client inquiries via email and telephone.

• Generate, oversee, and track support tickets utilizing CRM and ticketing systems.

• Collaborate with Development, Operations, and other internal teams to investigate and resolve client issues.

• Function as the communication bridge between clients and internal departments until cases are completely resolved.

• Investigate customer concerns and identify the appropriate team or resource required.

• Support clients with document services, print and mail processing, e-statements, archived statements, and remote deposit inquiries.

• Follow up on pending cases and deliver regular status updates.

• Manage shared email queues, ticket queues, and phone support channels.

• Keep accurate records and documentation of customer interactions and issue resolution activities.

⛳️ Requirements

• At least 1 year of experience in customer service, support, or a related field.

• Strong written and verbal communication skills.

• Exceptional multitasking and organizational skills.

• Solid problem-solving and research abilities.

• Capability to juggle multiple priorities in a fast-paced setting.

• Basic proficiency in Microsoft Office and general computer skills.

• Experience in banking or financial institutions is preferred.

• Prior call center or customer support experience is preferred.

• Familiarity with ticketing or CRM platforms, such as Microsoft Dynamics, is preferred.

• Knowledge of print and mail operations, statement processing, or document services is preferred.

• Understanding of financial services products and customer support environments is preferred.

• Candidates must be authorized to work in the United States without the need for visa sponsorship now or in the future.

🏝️ Benefits

• Competitive salary.

• Eligibility for incentive awards based on individual and business performance.

• Comprehensive range of benefits.