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Customer Service Representative

2 months ago

Concord, North Carolina, United States TTEC Full time

Be the Spark that Brightens Days and Ignites Your Career

At TTEC, we're committed to delivering exceptional customer experiences that drive business results. As a Customer Service Representative - Financial Services Expert, you'll play a vital role in helping us achieve this goal.

About the Role

You'll provide top-notch support to customers of a leading asset and wealth management company, combining the entrepreneurial spirit of a start-up with over 150 years of experience. Your primary responsibility will be to deliver white-glove service, ensuring customers receive timely and accurate assistance with their online banking needs.

Key Responsibilities

  • Answer questions about financial products and services via phone, providing website navigation support and assisting with the application process.
  • Access multiple electronic systems simultaneously, documenting steps taken to efficiently and accurately complete requests.
  • Meet established goals for performance metrics, including call quality, productivity, and schedule adherence.
  • Participate in projects or process improvements to drive operational excellence and enhance the customer experience.

What We're Looking For

  • 1 year of customer service experience in a financial services or related industry.
  • High school diploma or equivalent with a strong focus on customer service and communication skills.
  • Product knowledge and ability to recognize, apply, and explain financial products and services.
  • Computer experience with proficiency in Microsoft Suite (including Word, Excel, PowerPoint, and Outlook).

What We Offer

  • Supportive environment that fosters career growth and professional development.
  • Inclusive culture that values diversity and promotes a sense of community.
  • Global team of curious lifelong learners guided by our company values.
  • Competitive compensation package, including a base wage of $19 per hour plus performance bonus opportunities.
  • Comprehensive benefits package, including PTO, tuition reimbursement, health and wellness incentives.

About TTEC

We're a global company that's passionate about delivering exceptional customer experiences. Our business is built on a foundation of humanity and technology, and we're committed to making a positive impact on the communities we serve. We're proud to be an equal opportunity employer, and we welcome applicants from diverse backgrounds and perspectives.