Customer Service Representative Financial Institution Support

Job Description:

As a Customer Service Representative you will serve as a primary point of contact for CSIs financial institution clients delivering exceptional customer service through timely communication problem resolution and coordination with internal teams. This role is ideal for someone who enjoys helping customers managing multiple priorities and serving as the bridge between clients and internal departments.

This position primarily supports CSIs Document Services Print & Mail and Remote Deposit products. The role is heavily focused on email communication while also providing phone support and ongoing ticket management to ensure client issues are resolved efficiently.

What Youll Do

• Build and maintain strong relationships with financial institution clients by providing outstanding customer service.
• Respond to client inquiries through email and phone while delivering timely and accurate updates.
• Create manage and monitor support tickets through CRM and ticketing systems.
• Coordinate with Development Operations and other internal teams to investigate and resolve client issues.
• Serve as the communication liaison between clients and internal departments until cases are fully resolved.
• Research customer concerns and determine the appropriate team or resource needed to address each issue.
• Assist clients with questions related to document services print and mail processing e-statements archived statements and remote deposit products.
• Follow up on outstanding cases and provide regular status updates to customers.
• Manage workload through shared email queues ticket queues and phone support channels.
• Maintain accurate records and documentation of customer interactions and issue resolution activities.

What Were Looking For

Required Qualifications

• Minimum of 1 year of customer service support or related experience.
• Strong written and verbal communication skills.
• Excellent multitasking and organizational abilities.
• Strong problem-solving and research skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Basic Microsoft Office and computer proficiency.

Preferred Qualifications

• Banking or financial institution experience.
• Call center or customer support experience.
• Experience working with ticketing or CRM platforms such as Microsoft Dynamics.
• Exposure to print and mail operations statement processing or document services.
• Familiarity with financial services products and customer support environments.

Why Youll Be Successful

The ideal candidate is customer-focused highly organized and comfortable managing several issues at once. They enjoy solving problems communicating with a variety of stakeholders and ensuring customers receive timely updates and excellent service throughout the resolution process.

As a forward-thinking software provider Computer Services Inc. (CSI) helps community and regional financial institutions solve their customers needs through open and flexible addition to its award-winning core banking platform these include the latest in lending digital banking payments financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI visit

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay we consider various factors such as your skills qualifications experience and location. Along with a competitive salary this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits visit: Benefits Summary

CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex pregnancy sexual orientation gender identity national origin age physical and mental disability marital status veteran status or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process please email us at and we will work with you to meet your accessibility needs.

For applicants residing in California please read Privacy Notice for California Residents CSI ()

Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.