Financial Services Representative

3 weeks ago


Phoenix, United States Motion Recruitment Full time

Our Client, a FinTech Company, is looking for a Financial Services Representative to join their team REMOTELY in Phoenix, AZ



REMOTE:



Pay: 26.60/hour



***This Is A 4 Month Contract Expected to Convert to A Permanent Position***




As the Financial Services Representative you will be the primary contact for service requests and technical support of clients resolving a variety of operational issues or bank transaction inquiries.



Duties

Field inbound communications via phone and email channels to service accounts, fulfil requests, or address issues as needed

  • account and/or product support inquires
  • administration inquiries and associated online training
  • troubleshooting for all products and services
  • between client and internal business partners for problem resolution
  • monitoring, risk identification/resolution
  • on bank products may include, but not limited to the following:
  • products (DDA, CD, MMA),
  • management products (Business Credit Card and Debit Card, Merchant Services, QuickBooks, Investment Products).
  • support to clients may include, but not limited to the following:
  • – business partner training
  • navigation and troubleshooting
  • Card/Debit Card Servicing and Troubleshooting- declines/transaction inquiry, lost/stolen and fraud reporting, statement navigation and reconciliation, address changes, online banking support and other credit card related research.



Qualifications

High School Diploma

  • years of professional experience in customer service
  • years of overall experience ideally in financial services or banking


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