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GENERAL FUNCTION:
Under general supervision, the Dispute Intake Analyst provides outstanding customer service while capturing accurate customer account and transaction information.
The Dispute Intake Analyst plays a crucial role in delivering exceptional customer service while managing complex dispute scenarios. Under general supervision, the Analyst will service inbound phone calls from customers and bankers in a call center environment to assist customers needing to file a dispute or check on the status of a previously filed dispute. This may include specialized disputes, including denied claims, reassertions, repeat offenders, and Private Bank client customers.
What you'd do
- Dispute Filing: Accurately file dispute claims in accordance with bank policies and regulatory requirements, comprehensively capturing customer accounts and transaction information to ensure accurate case decisioning.
- Documentation: Maintain detailed and accurate records of all customer interactions and dispute filings, using various computer systems for tracking, information gathering, and troubleshooting.
- Risk Assessment and Compliance: Conduct initial risk assessment of account and transaction data involving all Federal Regulations (UCC, Reg E/Z) to balance customer experience and case decision accuracy.
- Stay informed about the latest regulations and policies related to dispute resolution and ensure all actions comply with these standards.
- Escalation: Escalate complaints to appropriate leadership when identifying trends/issues and offer recommendations for improvements to policy and procedures, as applicable.
- Customer Service: Provide excellent customer service by addressing customer inquiries, projecting confidence, and ownership, and resolving issues promptly and professionally.
- Training and Guidelines: Rely on training, instructions, and pre-established guidelines and procedures to execute the functions of the job while referring exception cases to Supervisor/Manager.
- Quality: Maintain a high level of accuracy in dispute filings and documentation, measured through internal audits and quality assurance reviews.
- Conformance: Adhere to the provided daily schedule, including punctuality and attendance, measured through adherence reports.
- Sentiment: Ensure positive customer experiences, measured through speech analytics and sentiment analysis.
- Average Handle Time: Efficiently manage call durations to meet the average handle time targets, measured through call center performance reports.
- Starts
- 2026-09-25