Customer Service Representative

4 weeks ago


Denton, Texas, United States Independent Financial Services Full time

This role offers the opportunity to work in a hybrid environment. During the hiring process, our Talent Acquisition Team will provide additional details.

The Customer Service Representative will be the first point of contact for customer inquiries and technical assistance requests related to financial matters and system issues. They will respond to inbound calls accurately and consistently in a professional manner, using problem-solving techniques to achieve first call resolution and provide excellent customer satisfaction.

Key Responsibilities:

  • First point of contact for customer inquiries and technical assistance on account and system issues.
  • Answer inbound calls accurately and consistently in a professional manner to achieve first call resolution.
  • Research, resolve, and update customer records, document calls, and de-escalate customer questions and issues.
  • Provide education on Independent Financial products and services.
  • Maintain knowledge of Independent Financial products and systems, including ID authentication, core deposit, debit card, credit card, bill pay, online banking, mobile deposit, and person-to-person transfer systems.

Requirements:

  • High school diploma or equivalent.
  • 1-2 years of experience in financial services, call center, or customer service.
  • Strong interpersonal and customer service skills.
  • Ability to accurately interpret information and demonstrate problem-solving and analytical thinking skills.
  • Application of good judgment and decision-making.
  • Ability to work efficiently independently and as part of a team.
  • Ability to prioritize work to meet deadlines and productivity goals.
  • Ability to work under pressure and cope with stress effectively.
  • Knowledge of Bank Secrecy Act and OFAC related responsibilities.

Independent Financial Services is an equal opportunity employer and welcomes applications from diverse candidates.



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