Financial Services Representative
2 weeks ago
Job Summary:
We are seeking a highly motivated and customer-focused Entry-Level Financial Services Agent to join our team. As a Financial Services Agent, you will be responsible for providing exceptional customer service, resolving customer issues, and promoting financial products and services.
Key Responsibilities:
- Handle inbound and outbound customer contacts in a courteous and professional manner
- Ensure first call resolution through effective problem-solving and call handling
- Research systems to find missing information and coordinate with other departments to resolve issues
- Accurately document and process customer claims in appropriate systems
- Lead fact-finding discussions to determine the best options for customers
- Utilize knowledge base and training to accurately answer customer questions and follow required scripts, policies, and procedures
- Comply with requirements surrounding confidential information and personal information
- Escalate customer issues to the appropriate staff and management for resolution as needed
- Attend meetings and training to stay up-to-date on changes to program knowledge, systems, and processes
- Adhere to all attendance and work schedule requirements
Requirements:
- Must be 18 years of age or older
- High school diploma or equivalent
- Excellent organizational, written, and oral communication skills
- The ability to type swiftly and accurately (20+ words per minute)
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
- Basic understanding of Windows operating system
- Highly reliable with the ability to maintain regular attendance and punctuality
- The ability to evaluate, troubleshoot, and follow-up on customer issues
- An aptitude for conflict resolution, problem-solving, and negotiation
- Must be customer service oriented (empathetic, responsive, patient, and conscientious)
- Ability to multi-task, stay focused, and self-manage
- Strong team orientation and customer focus
- The ability to thrive in a fast-paced environment where change and ambiguity are prevalent
- Excellent interpersonal skills and the ability to build relationships with your team and customers
Preferred Qualifications:
- One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment
- State or Federal work experience
What We Offer:
- Competitive compensation and benefits package
- Opportunities for career growth and advancement
- A dynamic and supportive work environment
- Professional development and training opportunities
- A comprehensive benefits package, including medical, dental, and vision coverage
- Paid time off and holidays
- A fun and engaging work environment
How to Apply:
If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, please submit your application, including your resume and a cover letter, to our website.
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