Bank of the West Customer Service Specialist, Equipment Finance Divison in Tempe, Arizona

Customer Service Specialist, Equipment Finance Divison


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Receives, records, and reconciles internal and external customer service inquiries and complaints in a timely and professional manner.

Essential Job Functions

  • Answers incoming customer telephone calls in a courteous and professional manner.Responds to and investigates customer inquiries, concerns, and issues via phone, fax, mail, and e-mail in a timely and courteous manner.Receives, records, and routes customer changes in appropriate manner.Answers customer inquiries and provides appropriate technical and/or product related information.Researches and resolves customer complaints and/or billing issues.Contacts customers when necessary to follow-up on customer issues or orders.Obtains customer feedback information.Effectively communicates customer issues and concerns to all applicable internal staff members.Documents all contacts, actions, and responses in customer database.Maintains working knowledge of products, and/or services.Prepares reports and correspondence as needed.

Other Job Duties

  • Performs other duties as assigned.



Required Experience

  • Requires basic job knowledge of systems and procedures obtained through prior work experience or education.

  • Requires 3 years minimum experience.

  • May require vocational or technical education in addition to prior work experience.


  • H.S. Diploma


  • Computer skills in Word and Excel.

  • Knowledge of leasing, insurance, and UCC’s.

  • Customer Service.

  • Filing UCC continuations, assignments, and terminations.

  • Reviewing insurance certificates and its requirements.

  • Administrative/Technical Skills.

  • Excellent customer service skills.

  • Excellent verbal and written communication skills.

  • Commitment to excellence and high standards.

  • Strong organizational skills; prioritize and self manage workflow.

  • Work independently and as a member of various teams and committees.

  • Ability to understand and follow written and verbal instructions.

  • Acute attention to detail.

  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

  • Ability to perform diversified clerical functions and basic accounting procedures.

  • Ability to effectively communicate with people at all levels and from various backgrounds.

  • Must be able to speak, read, write, and understand the primary language(s) used in the workplace.

  • Bilingual skills a plus, but not required.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Business / Commercial Banking

Location: United States-Arizona-Tempe

Requisition ID: 041590