Bilingual Financial Customer Service Representative

12 hours ago


New Braunfels, Texas, United States TaskUs Full time
About TaskUs

TaskUs is a leading provider of outsourced digital services and next-generation customer experience solutions to fast-growing technology companies. Our mission is to protect and grow our clients' brands by leveraging a cloud-based infrastructure and a team of highly capable humans.

Job Title: Bilingual Financial Customer Service Representative

We are seeking a highly skilled and bilingual Financial Customer Service Representative to join our team. As a key member of our customer experience team, you will be responsible for providing exceptional service to our clients' customers, resolving complex financial issues, and ensuring a positive experience for all interactions.

Key Responsibilities:
  • Respond to customer inquiries and resolve financial issues in a timely and professional manner.
  • Provide education and support on digital self-service tools and online banking services.
  • Identify and resolve technical issues related to online banking, bill pay services, email, and chat applications.
  • Proactively recommend services and solutions to improve customers' financial well-being.
  • Maintain high performance levels in terms of time utilization, quality of work, and productivity.
Requirements:
  • High school diploma or equivalent required; additional training or experience in technical support or troubleshooting online and mobile banking issues preferred.
  • Previous customer service experience required; call center or banking experience preferred.
  • 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 and technical support mentality.
  • Critical thinking and analytical skills.
  • Commitment to identifying customers' spoken and unspoken needs to successfully solve their issues.
  • Self-motivated and self-managed.
  • Ability to build collaborative and productive relationships across the organization.
  • Effective time management and ability to meet deadlines.
  • Continual learning and staying current on trends in the financial industry.
About Us

We are a collective of highly capable humans who understand how to deploy technology and data to best serve our clients' purposes. From digital CX to content security, AI operations, consulting, and more, we consider ourselves responsible for protecting our partners' interests and supporting their long-term success through innovation and technology.

In addition to our #Ridiculous culture, you'll enjoy benefits like outstanding medical, dental, vision, and prescription plans, 401k match, pet insurance, in-house wellness coaches, and 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.

We are an equal opportunity employer and welcome applicants from all walks of life. If you need reasonable accommodations in any part of the hiring process, please let us know.



  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience solutions to fast-growing technology companies. Our mission is to protect and grow our partners' brands through innovation and technology.Job SummaryWe are seeking a highly skilled Bilingual Financial Customer Service Representative to join our...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience solutions to fast-growing technology companies. Our mission is to protect and grow our clients' brands by leveraging a cloud-based infrastructure and a team of highly capable humans.Our CultureWe pride ourselves on our People First culture, which...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUs: TaskUs is a leading provider of outsourced digital services and innovative customer experiences for rapidly growing technology firms. We assist our clients in representing, safeguarding, and expanding their brands. Utilizing a cloud-based infrastructure, TaskUs caters to clients in the most dynamic sectors, including social media, e-commerce,...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience to the world's most innovative companies. We help our clients represent, protect, and grow their brands by leveraging a cloud-based infrastructure and serving clients in the fastest-growing sectors, including social media, e-commerce, gaming,...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience to the world's most innovative companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including technology, finance, and...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience solutions to fast-growing technology companies. Our mission is to protect and grow our clients' brands by leveraging a cloud-based infrastructure and a team of highly capable humans.Job Title: Financial Customer Service RepresentativeWe are seeking...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience solutions to fast-growing technology companies. Our mission is to protect and grow our clients' brands by leveraging a cloud-based infrastructure and a global workforce of highly skilled professionals.Job SummaryWe are seeking a highly skilled...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services, delivering exceptional customer experiences to innovative technology companies. Our mission is to protect and grow our clients' brands through cutting-edge solutions and a culture of innovation.Job SummaryWe are seeking a highly skilled Bilingual Customer Service Advisor to join our...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUs: TaskUs is a leading provider of outsourced digital services and innovative customer experiences for rapidly growing technology firms. We assist our clients in representing, safeguarding, and expanding their brands. Utilizing a cloud-based framework, TaskUs caters to clients in the most dynamic sectors, including social media, e-commerce,...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUs: TaskUs is a leading provider of outsourced digital solutions and next-generation customer experience for rapidly growing technology firms, assisting clients in representing, safeguarding, and expanding their brands. Utilizing a cloud-based infrastructure, TaskUs caters to clients in the most dynamic sectors, including social media, e-commerce,...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience solutions to fast-growing technology companies. Our mission is to help our clients represent, protect, and grow their brands by leveraging a cloud-based infrastructure and a global workforce of highly skilled and dedicated professionals.Job...


  • New Braunfels, Texas, United States John Boyd - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with personalized insurance and financial services solutions, and...


  • New Braunfels, Texas, United States Happy State Bank Full time

    **Job Summary:**We are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Happy State Bank. As a key member of our branch operations, you will be responsible for providing exceptional customer service, processing financial transactions, and selling bank products and services.Key Responsibilities:Provide quality...


  • New Braunfels, Texas, United States John Boyd - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, helping them to manage the risks of everyday life and achieve their financial...


  • New Braunfels, Texas, United States Justin Meadows - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored solutions to meet their insurance and...


  • New Braunfels, Texas, United States Happy State Bank Full time

    Job Summary:We are seeking a highly skilled Customer Service Representative to join our team at Happy State Bank. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, processing financial transactions, and selling bank products and services.Key Responsibilities:Provide quality customer...


  • New Braunfels, Texas, United States jeremyfuller Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesConnect with clients on a daily basis to understand their insurance and financial...


  • New Braunfels, Texas, United States John Boyd - State Farm Agent Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored solutions to meet those needs.Key...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience to the world's most innovative companies. Our mission is to help our clients represent, protect, and grow their brands by delivering exceptional customer experiences.Job SummaryWe are seeking a highly skilled and customer-focused Customer Service...


  • New Braunfels, Texas, United States TaskUs Full time

    About TaskUsTaskUs is a leading provider of outsourced digital services and next-generation customer experience to the world's most innovative companies. Our mission is to help our clients represent, protect, and grow their brands by delivering exceptional customer experiences.Job DescriptionWe are seeking a highly skilled and motivated Customer Service...