Personal Finance Agent
2 weeks ago
- TEKsystems is currently seeking qualified candidates interested in a Personal Finance Specialist position in Pensacola, FL*
- Job Description:*
- Provide consumer credit counseling and administer debt management services.
- Provide information regarding banking products and services demonstrating knowledge, active listening, multiple system adaptability, and engagement methods to ensure optimal member experience and customer service.
- Compute payment offers to creditors, intervening and negotiating with creditors to extend, consolidate, refinance, and/or restructure credit terms and conditions for debt repayment.
- Conducts classes and workshops on personal financial management and budgeting to company employees as well as training to Military Command Financial Specialist
- Advise members of other products and services that may fit their needs and provide opportunities for positive member interaction.
- Requirements:*
- Recent customer service experience, working directly with customers
- Willingness to help others
- Professional written and verbal communication skills
- Quick data entry skills
- Schedule:*
- Monday - Friday, 10:30am - 7:00pm CST
- Hybrid schedule with 2 days per week onsite
- If interested, please apply here with your updated resume*
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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