Financial Contact Center Representative

Job summary
Customer service representative supporting the financial services sectorWork directly with bank customers to provide product and account informationExperienced-level position with on-the-job paid training
Job seniority: entry level
Responsibilities
• Handle inbound customer calls in a courteous, timely, and professional manner• Listen to customers, understand their needs, and resolve customer issues• Escalate customer issues to appropriate staff and management for resolution• Ensure first call resolution through problem-solving and effective call handling• Utilize knowledge base and training to accurately answer customer questions• Create and maintain customer CRM records with accurate call details• Accurately document call resolution in appropriate systems• Strictly follow client process for handling financial issues and inquiries• Comply with requirements surrounding confidential and personal information• Adhere to all scripts, policies, and procedures
Requirements
• Must be 18 years of age• High School Diploma or Equivalent• Minimum of three (3) years in a call center environment• Minimum of (1) year of experience in a customer service role• The ability to multi-task using multiple screens and systems• The ability to type swiftly and accurately (30-45 Words per minute)• Familiarity with computer and Windows PC applications• Basic knowledge of Microsoft Office Suite• Excellent organizational, written, and oral communication skills• Highly reliable with the ability to maintain regular attendance and punctuality• Aptitude for issue identification and problem-solving• An aptitude for conflict resolution and decision-making• Excellent interpersonal skills and the ability to build relationships with team and customers
Benefits
• Medical, Dental, and Vision Coverage Options• Paid Time-Off• Regular Raises• Advancement Opportunity• Fun, Engaging Work Environment• Casual Dress Code• Cash and Prize Contests