Financial Services Representative

2 weeks ago


Jacksonville, Florida, United States Global Channel Management Full time
About the Job

Global Channel Management is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Communicate with external and internal customers through various channels, maintaining a positive and professional attitude at all times.
  • Demonstrate excellent interpersonal, written, and oral communication skills, including the ability to ask probing questions to understand concerns and overcome objections.
  • Respond promptly and accurately to customer inquiries and process a variety of customer requests within different levels of complexity.
  • Work effectively in a fast-paced environment, managing multiple priorities and adapting to change.
  • Develop and maintain strong relationships with clients, providing personalized support and solutions to meet their needs.
Requirements
  • 1-3 years of customer service, customer support, or inside sales experience in the financial or banking industry.
  • Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment.
  • Ability to quickly learn, multi-task, and meet expectations in a customer-centric and results-driven environment.
  • Financial/banking experience and proficiency in basic computer skills, with advanced Excel knowledge preferred.
  • Excellent negotiation and analytical skills, with sales or customer service experience preferred.
  • Ability to work effectively both independently and as a team member, with a flexible schedule and willingness to work overtime as needed.


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