US voice banking process Job in Noida at Ienergizer

Key Responsibilities:

Customer Service:

• Handle inbound and outbound voice calls from U.S.-based customers regarding banking inquiries.
• Assist customers in resolving issues related to their accounts, transactions, online banking, and other banking products.
• Provide accurate information on banking policies, services, and account details.

Account Management:

• Help customers with account-related tasks such as balance inquiries, recent transactions, fund transfers, and statement requests.
• Guide customers through the process of resetting online banking passwords and updating personal details.

Problem Resolution:

• Address and resolve customer concerns related to unauthorized transactions, fraud, and lost or stolen cards.
• Investigate and escalate more complex banking issues to higher-level teams when necessary.

Compliance and Security:

• Follow strict procedures to verify customer identities, ensuring compliance with banking regulations (such as KYC norms, data privacy laws, etc.).
• Educate customers on best practices for maintaining account security.

Cross-Selling and Upselling:

• Identify potential opportunities for cross-selling or upselling other banking services, such as loans, credit cards, or investment products.
• Inform customers of any ongoing promotions or new banking products.

Data Entry & Documentation:

• Log and document all customer interactions in the bank’s CRM system accurately.
• Maintain detailed records of customer complaints and service requests.

Collaboration:

• Work closely with internal teams to ensure seamless resolution of customer issues.
• Coordinate with compliance, fraud, and technical support teams as needed.

Skills and Qualifications:

Education: High School diploma or equivalent; Bachelor’s degree in Finance, Business, or a related field is a plus.

Experience:

• Previous experience in voice process, customer service, or banking roles is preferred.
• Familiarity with U.S. banking systems and terminology.

Communication: Excellent verbal communication skills in English; ability to explain banking processes clearly to customers.

Problem-Solving: Strong analytical skills and ability to resolve customer issues effectively.

Customer Focus: Ability to manage difficult or upset customers with a calm, professional demeanor.

Tools: Familiarity with banking CRM systems and call center software.

Note:- 5 days a week working, no cab pr meal facilities available 

iEnergizer helps our Partners acquire, support, retain, and grow their markets by providing complete life-cycle customer support services. From sales to customer care, technical support and back-office services, iEnergizer provides client-centric solutions to a partner base that includes a number of Fortune 500 companies operating within different industry verticals including: Healthcare Payers and Providers, Banking, Financial Services, Insurance, Gaming, Publishing and Legal.