Financial Customer Service Representative

2 days ago


New Braunfels, United States TaskUs Full time
About TaskUs: TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, FinTech, and HealthTech.

The People First culture at TaskUs has enabled the company to expand its workforce to approximately 45,000 employees globally. Presently, we have a presence in twenty-three locations across twelve countries, which include the Philippines, India, and the United States.

It started with one ridiculously good idea to create a different breed of Business Processing Outsourcing (BPO) We at TaskUs understand that achieving growth for our partners requires a culture of constant motion, exploring new technologies, being ready to handle any challenge at a moment's notice, and mastering consistency in an ever-changing world.

What We Offer:At TaskUs, we prioritize our employees' well-being by offering competitive industry salaries and comprehensive benefits packages. Our commitment to a People First culture is reflected in the various departments we have established, including Total Rewards, Wellness, HR, and Diversity. We take pride in our inclusive environment and positive impact on the community. Moreover, we actively encourage internal mobility and professional growth at all stages of an employee's career within TaskUs. Join our team today and experience firsthand our dedication to supporting People First.

What does a Financial Customer Service Representative do?

Think of yourself as someone who will be the first point of contact owning and solving customer issues from start to finish, so not everyone can qualify for this role. We make sure we hire the best of the best, after all, we are a ridiculously good company so we make sure our employees are top-notch. So come on, now we need your full concentration because it's time to imagine what it's like being a Financial Customer Service Representative.

As a Financial Customer Service Representative,

In an Inbound Call Center setting, the Digital Service & Support Representative will create exceptional member service experiences by maintaining a professional demeanor and delivering world-class service to our members. Provides assistance and in depth troubleshooting, and decision-making support, and ensures quick and accurate resolutions for members and prospective members regarding their financial well-being.

Do you have what it takes to be a Financial Customer Service Representative?

Essential Duties and Responsibilities:

•Using the standard call model, responds to inquiries from members, prospective members, and third parties regarding specific account inquiries, product offerings, and general questions regarding the credit union through multiple contact methods.

•Educates the member on digital self-service tools; troubleshoots member issues regarding Self-Service tools

•Ability to identify the A source of the problem and effective resolution for online banking, Bill Pay Services, Email, and Chat applications used within the credit union.

•Proactively recommends services and solutions that will improve the member's life.

•Maintains acceptable performance levels with regard to established metrics, including time utilization, quality of work, and productivity.

•Consistently strive to provide one-call resolution.

Minimum Qualifications:

(Education, Experience, Knowledge, Skills, and Abilities)

Education

High School Diploma or equivalent mix of education and experience is required. Additional training or experience with technical support or troubleshooting online and mobile banking issues is preferred.

Experience

Previous customer service experience is required.

Call Center or Banking experience is preferred.

Six months as Member Care Representative 1 or previous Digital Services experience required.

Knowledge, Skills, and Abilities

•Desire to help people.

•Strong understanding of Digital Banking systems, including internet browsers and Smartphone technology.

•Strong working knowledge of relevant software including Microsoft Office, core systems, web browsers and various other supporting applications.

•Digital Acumen displaying a technical support mentality.

•Critical thinking skills.

•Analytical and sound decision-making skills.

•Commitment to identifying member's spoken, as well as unspoken, needs to successfully solve their issues the first time.

•Self-motivated and self-managed.

•Builds collaborative and productive relationships across the organization.

•Demonstrates effective time management.

•Continually learns and stays current on trends in the financial industry.

•Comfortable working in a team environment.

•Maintains good attendance, punctuality and adherence to work schedule.

•Completes all client regulatory and compliance training by scheduled due dates.

About Us:

We are a collective of highly capable humans, who understand how to deploy technology and data to best serve your purpose. From Digital CX to Content Security, AI Operations, Consulting, and anything in between, we consider ourselves responsible for protecting our partners' interests and supporting their long-term success through innovation and technology-powered by ridiculously smart people.

In addition to our truly #Ridiculous culture, you'll enjoy benefits like:

  • Outstanding Medical, Dental, Vision and Prescription plans
  • 401k Match
  • Pet Insurance
  • In-house Wellness Coaches
  • Hundreds of Discounts with the Brands you Love and Use


TaskUs partners with the world's most innovative and disruptive brands to protect what matters most and to thrive in an ever-changing world.

TaskUs currently has over 25,000 employees around the world with offices across the United States, the Philippines, India, Taiwan, Mexico, Greece, Ireland, and Colombia.

TaskUs is an equal-opportunity employer. Life is better with Us Find out what it means to work for a company that puts People before Profits

How We Partner To Protect You: TaskUs will neither solicit money from you during your application process nor require any form of payment in order to proceed with your application. Kindly ensure that you are always in communication with only authorized recruiters of TaskUs.

DEI: In TaskUs we believe that innovation and higher performance are brought by people from all walks of life. We welcome applicants of different backgrounds, demographics, and circumstances. Inclusive and equitable practices are our responsibility as a business. TaskUs is committed to providing equal access to opportunities. If you need reasonable accommodations in any part of the hiring process, please let us know.

EEO: TaskUs is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate and support diversity; we are committed to creating an inclusive environment for all employees. TaskUs people first culture thrives on it for the benefit of our employees, our clients, our services, and our community.

We invite you to explore all TaskUs career opportunities and apply through the provided URL https://www.taskus.com/careers/.

  • New Paltz, New York, United States Heritage Financial Credit Union Full time

    Company OverviewHeritage Financial Credit Union is a member-owned financial institution dedicated to helping our members achieve their financial goals and build a stronger community.We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals.Salary & Benefits$17 per hour, depending on...


  • New Braunfels, Texas, United States South Texas Radiology Imaging Centers Full time

    About the Role We are seeking a highly skilled and organized Customer Service Coordinator to join our team at South Texas Radiology Imaging Centers. As a key member of our staff, you will be responsible for ensuring both patients and physicians have an effective and professional means of registering for procedures at the facility level. Job Responsibilities ...


  • NEW BRAUNFELS, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. **In the Role** * Deliver results related to...


  • New Braunfels, United States Circle K Full time

    Circle K - 570 S Seguin Ave [Retail Associate / Team Member] As a Customer Service Representative at Circle K, you'll: Provide prompt, courteous customer service and resolve customer issues on shift; Ring up all sales on cash register properly; Perform multi-function operation of fuel console, lottery machine, etc.; Inspect store facilities and equipment for...


  • New Braunfels, Texas, United States New Braunfels Utilities Full time

    Job OverviewNew Braunfels Utilities is seeking a highly skilled Customer Service Representative to provide exceptional support to our customers. The ideal candidate will possess excellent communication skills, a positive attitude, and a strong work ethic.


  • New York, New York, United States Fora Financial Full time

    Company OverviewFora Financial is a leading provider of fast and reliable working capital through revenue-based financing and small business loans. Our mission is to help small businesses thrive by providing exceptional customer service and support.


  • New Braunfels, Texas, United States New Braunfels Utilities Full time

    Job Description:The Customer Service Representative will provide exceptional customer service to our customers, ensuring their utility account needs are met with professionalism and a positive attitude. Key responsibilities include:Responding to customer inquiries and resolving issues in a timely and effective manner.Providing clear and concise information...


  • New Braunfels, United States Mark Elder State Farm Agency Full time

    Job DescriptionJob DescriptionSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.Company...


  • New Cumberland, Pennsylvania, United States PNC Financial Services Group, Inc. Full time

    Company OverviewPNC Financial Services Group, Inc. is a leading provider of financial services in the United States. Our mission is to deliver innovative solutions that meet the evolving needs of our customers. We are committed to fostering an inclusive and accessible workplace culture that values diversity, equity, and inclusion.Job DescriptionWe are...


  • New Braunfels, United States TaskUs Full time

    About TaskUs: TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming...


  • New Boston, Texas, United States First Convenience Bank Full time

    We are seeking a Financial Services Representative to join our team at First Convenience Bank. In this role, you will provide exceptional customer service, handle cash transactions, and sell bank services and products.About the RoleThe Financial Services Representative will work in a high-volume sales environment, providing personalized banking solutions to...


  • New Braunfels, United States Circle K Full time

    Circle K - 4340 Ih 35 South [Retail Associate / Team Member] As a Customer Service Representative at Circle K, you'll: Provide prompt, courteous customer service and resolve customer issues on shift; Ring up all sales on cash register properly; Perform multi-function operation of fuel console, lottery machine, etc.; Inspect store facilities and equipment for...


  • New Braunfels, Texas, United States TaskUs Full time

    About You:We are looking for a talented and customer-centric individual who can excel in this role. To succeed, you will need to possess the following skills and qualifications:Key Skills:Excellent communication and interpersonal skills.Strong understanding of digital banking systems, including internet browsers and smartphone technology.Experience with...


  • New Braunfels, Texas, United States Wingstop Full time

    As a Customer Service Representative at Wingstop, you'll deliver exceptional service by being the face and voice of our brand. This involves interacting with guests through genuine experiences, including greeting them, answering phone calls, taking orders, and providing authentic interactions.About UsWingstop is a restaurant that prides itself on delivering...


  • New York, New York, United States Cetera Financial Group Full time

    About the RoleAs a Cetera Financial Group representative, you will serve as the primary point of contact between our registered representatives and their clients. This position involves providing exceptional customer service, ensuring seamless communication, and supporting the day-to-day operations of our advisors.Key ResponsibilitiesAct as a liaison between...


  • New Rochelle, New York, United States Flagstar Bank Full time

    Job Summary:This is an exciting opportunity to join our team as a Customer Service Representative - Financial Center Support. As a key member of our financial services industry, you will play a vital role in providing excellent service to clients by assisting them with routine financial transactions and lending support to teller units as needed.About the...


  • New York, New York, United States Citizens Financial Group, Inc. Full time

    Our Commitment to ExcellenceCitizens Financial Group, Inc. is committed to delivering exceptional customer service and exceeding our customers' expectations. We believe that every interaction with our customers has the potential to build trust and loyalty, and we strive to create a positive and memorable experience for everyone who visits our branches.Key...


  • New Orleans, United States Elwood Staffing Full time

    We are looking for a temporary customer service representative for a bank in New Orleans! Company Profile. We provide financial services, leverages resources; and engages in advocacy that strengthens the financial health and wealth of people in under Customer Service Representative, Customer Service, Representative, Retail, Staffing, Service


  • New Rochelle, New York, United States Flagstar Bank Full time

    Job Summary:  Flagstar Bank is seeking a Financial Service Representative to provide exceptional customer service and support to clients across various locations. As a key member of our team, you will be responsible for processing routine financial transactions, answering client questions, and directing them to the appropriate resources when needed.Key...


  • New Paltz, New York, United States Heritage Financial Credit Union Full time

    About UsAt Heritage Financial Credit Union, we believe that everyone deserves access to affordable financial services. We are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our team is committed to creating a culture of excellence where our employees can thrive.Job SummaryThis role is responsible...