Financial Services Representative

3 weeks ago

Dallas, Texas, United States Valor Intelligent Processing Full time
Job Title: Entry-Level Financial Services Agent

We are seeking a highly motivated and customer-focused Entry-Level Financial Services Agent to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving customer issues, and answering questions regarding our financial 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 while following all 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
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
Compensation and Benefits:

We offer competitive compensation and a comprehensive benefits package, including medical, dental, and vision coverage options, paid time-off, regular raises, advancement opportunities, and a fun, engaging work environment.

Our team members enjoy a range of benefits, including:

  • Medical, Dental, and Vision Coverage Options
  • Paid Time-Off
  • Regular Raises
  • Advancement Opportunity
  • Fun, Engaging Work Environment
  • Casual Dress Code
  • Cash and Prize Contests
About Valor Intelligent Processing:

Valor Intelligent Processing is a leading provider of business process outsourcing services, helping customers take on their CX and DX challenges differently. We create industry-leading solutions that deliver exceptional experiences and drive optimal performance.

We are committed to providing a work environment that is free from discrimination, one where employees are treated with dignity and respect. We believe in the importance of diversity and inclusion and strive to create a workplace that reflects the diversity of our customers and communities.

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