Company
Financial Services
CustomerSpecialist-NonVoiceServicing
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Specialist- Non Voice Servicing. Skills: Customer service, Operational processes, Risk management, Compliance. Support business areas with processing. Support business areas with reviewing”
What You'll Achieve.
Meet stakeholder needs; Meet customer needs; Maintain operational efficiency; Process cases within SLAs
Industry & Context.
Issue resolution; Risk assessment; Problem solving
What They're Looking For.
Must Have
Meet stakeholder needs, Perform activities timely, Execute work requirements, Identify policy breaches, Take responsibility for customer service, Take ownership for managing risk, Deliver work in line with rules, Gain understanding of role, Work within well-defined procedures, Demonstrate understanding of procedures, Evaluate and select alternatives, Make judgements based on facts, Build relationships with stakeholders
Nice to Have
Process customer requests for application copies, Retrieve, store, and manage documents, Coordinate with other teams
What You'll Do.
Support business areas with processing
Support business areas with reviewing
Support business areas with reporting
Support business areas with trading
Support business areas with issue resolution
Collaborate with teams across the bank
Align operational processes
Integrate operational processes
Identify areas for improvement
Provide recommendations in operational processes
Develop operational procedures
Develop operational controls
Maintain operational efficiency
Develop reports on operational performance
Develop presentations on operational performance
Communicate findings to stakeholders
Identify industry trends
Identify industry developments
Implement best practice
Participate in projects
Participate in initiatives
Improve operational efficiency
Improve operational effectiveness
Conduct in-depth due diligence
Ensure compliance with regulatory requirements
Safeguard organization
Manage customer-initiated documentation
Manage account maintenance requests
Review customer documents
Validate account details
Process service requests within SLAs
Coordinate with internal systems
Coordinate with internal teams
Ensure accurate customer correspondence
Ensure timely customer correspondence
Analyze documents received
Ensure correct action of documents
Ensure correct routing of documents
Identify nature of documents
Identify purpose of documents
Initiate appropriate actions
Create cases where required
Locate customer accounts
Validate customer accounts
Verify customer identity
Open cases accurately
Update cases accurately
Close cases accurately
Ensure cases processed within SLAs
Identify risk indicators
Route cases to relevant teams
Comply with internal policies
Comply with audit standards
How You'll Work.
Team & Collaboration
Collaboration with teams; Cross-functional teams; Internal systems; Internal teams; Partner queues
Communication Scope
Communicate findings
Process & Methodology
Project management
Full Job Description
# **Job Description** **Purpose of the role** To support business areas with day-to-day processing, reviewing, reporting, trading and issue resolution. **Accountabilities** * Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution. * Collaboration with teams across the bank to align and integrate operational processes. * Identification of areas for improvement and providing recommendations in operational processes. * Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency. * Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders. * Identification of industry trends and developments to implement best practice in banking operations. * Participation in projects and initiatives to improve operational efficiency and effectiveness. **Analyst Expectations** * To meet the needs of stakeholders/ customers through operational excellence and customer service * Perform prescribed activities in a timely manner and to a high standard * No people leadership roles at this grade. * Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of team members. * Identify escalation of policy breaches as required. * Take responsibility for customer service and operational execution tasks. * Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. * Gain and maintain an understanding of own role, how the team integrates to achieve overall objectives, alongside knowledge of the work of other teams within the function. * Work within well-defined procedures that may involve a variety of work routines. * Demonstrate an understanding of the procedures. * Evaluate and sel
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