Customer Advocate (Regulatory Complaints)
- Providing accurate and comprehensive written analysis and responses to customer complaints that have been filed with a state or federal regulator within the appropriate timeframes.
- Ensuring that all customer escalations that have been filed with a state or federal regulator are managed to excellent professional standards and within Green Dot terms and policies.
- Facilitating customer contacts via phone, email or letter correspondence to research and resolve the customer's issues.
- Demonstrating ownership of customer issues and work proactively with Green Dot business units, partners, and vendors to manage issues through to a complete resolution in a timely manner.
- Demonstrating sound negotiation, problem-solving and conflict resolution skills by working to resolve issues within your own authority and parameters, whenever possible, while utilizing sound judgment to understand when it will be both effective and necessary to escalate to a higher authority.
- Advocating as the “voice of the customer” to Green Dot. Proactively make recommendations to address root causes of escalations and complaints by leveraging escalation contacts and processes.
- Understanding current business processes and tools that impact our customers and work with manager and the necessary owners internally to resolve any issues and fix processes.
- Sharing information and knowledge with other team members to recognize and reduce the number of repeated issues.
- Utilizing appropriate tools to ensure the customer receives relevant information and identify knowledge gaps and/or outdated policy/procedure which caused front-line efforts to fail.
- Supporting Green Dot employees and executives with resolving customer issues.
- Maintaining contact with all other relevant customer groups within Green Dot to ensure support for resolution of customer issues, consistency of approach and smooth cross-department cooperation.
- Actively participating in ensuring that Green Dot knowledge base is up to date.
- 1+ year of experience with responding to written regulatory complaints (or equivalent).
- 3+ years of customer service experience.
- High School Diploma or equivalent
- Excellent oral and interpersonal communication skills.
- Committed to providing objective and unbiased analysis of work production.
- Dedication to providing exceptional customer service.
- Able to exercise discretion and independent judgment with minimal supervision
- Exceptional written skills with the ability to communicate with all levels of executive management.
- Experience in a financial services environment
- Bachelor's Degree
- 3+ years of regulatory, compliance, legal, audit, risk management or other relevant experience (e.g., resolution of customer complaints)
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