Financial Services Representative

5 days ago


Matthews, North Carolina, United States VXI Global Solutions Full time
Customer Service Representative

VXI Global Solutions is seeking highly motivated and qualified individuals to fill the role of Customer Service Representative in our world-class contact center in Charlotte, NC.

As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for customers seeking assistance with their banking transactions, inquiries, and problem resolutions.

Key Responsibilities:

  • Handle incoming calls from customers regarding various card services and deposit-related queries, including credit/debit card issues, account balances, fund transfers, check deposits, and transaction disputes.
  • Identify and address customers' concerns, complaints, or issues in a professional and empathetic manner. Investigate problems thoroughly and take necessary steps to resolve them, ensuring a positive customer experience.
  • Update customer account information, process transactions, and perform account maintenance activities as required.
  • Develop a deep understanding of the bank's card services and deposit products, terms, conditions, and policies to provide accurate and reliable information to customers.
  • Adhere to banking regulations, security protocols, and data protection guidelines while handling customer information and transactions.
  • Communicate effectively with customers to gather necessary information, explain processes, and set clear expectations for issue resolution and follow-up.
  • Maintain accurate records of customer interactions, transactions, and inquiries in the call center's database.
  • Stay updated on industry trends, banking regulations, and internal processes to enhance job knowledge and deliver outstanding service.
  • Meet and exceed individual and team-based performance targets, including call handling time, customer satisfaction, and first-call resolution rates.

Operating Hours:

  • Monday-Sunday from 9 am-8 pm EST
  • Monday-Sunday from 11:30 am - 9 pm EST

Training:

  • Training Class hours are normally 10:30am - 7pm Tuesday- Saturday

Requirements:

  • High school diploma or equivalent; additional education or relevant certifications in finance, banking, or customer service are a plus.
  • Proven experience in a call center or customer service environment, preferably within the banking or financial industry.
  • Strong verbal communication skills with a customer-centric approach to handle interactions professionally and courteously.
  • Excellent problem-solving abilities, attention to detail, and ability to handle confidential information securely.
  • Familiarity with banking products, processes, and regulations.
  • Proficiency in using computer systems, databases, and customer relationship management (CRM) software.
  • Ability to adapt to a fast-paced and dynamic work environment.
  • Strong multitasking skills to manage simultaneous calls, inquiries, and tasks effectively.
  • Willingness to work flexible hours, including evenings, weekends, and holidays.

What We Offer:

  • $17.00 per hour
  • Full Health Insurance (Medical, Dental, & Vision)
  • Fun Work Environment
  • Free Gym Membership
  • Convenience store access
  • Abundant Advancement Opportunities
  • Equal Opportunity Employer
  • Cell phone benefits for employees
  • Referral for Life Program

Job Industries:

  • Customer Service


  • Matthews, North Carolina, United States Steve Carpou - State Farm Agent Full time

    Job Description**About the Role**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 providing exceptional customer service and support to our clients.Key Responsibilities:Establish and maintain strong relationships with customers...


  • Matthews, North Carolina, United States Infiniti of Charlotte Inc Full time

    Job Title: Finance Manager AssistantWe are seeking a detail-oriented and highly organized Finance Manager Assistant to join our team at Infiniti of Charlotte Inc.Job Summary:The Finance Manager Assistant supports the Finance Manager in all aspects of financial management, including customer financing options, financial reporting, and administrative duties....


  • Matthews, North Carolina, United States Genesis of Charlotte Full time

    Job Title: Service BDC RepresentativeWe are seeking a highly skilled and customer-focused Service BDC Representative to join our team at Genesis of Charlotte. As a Service BDC Representative, you will be responsible for providing exceptional customer service to clients within the service department, driving sales, and maintaining accurate records.About the...


  • Matthews, North Carolina, United States Food Lion Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Front End team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key ResponsibilitiesProvide fast,...


  • Matthews, North Carolina, United States Genesis of Charlotte Full time

    Job Title: Service BDC RepresentativeWe are seeking a highly skilled and customer-focused Service BDC Representative to join our team at Genesis of Charlotte. As a Service BDC Representative, you will be responsible for providing exceptional customer service to clients within the service department, driving sales, and maintaining accurate records.About Us:...


  • Matthews, North Carolina, United States Anthony Griffin - Allstate Insurance Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Anthony Griffin - Allstate Insurance.Key Responsibilities:Establish and maintain strong relationships with customers, providing exceptional service and support.Utilize a customer-centric approach to educate customers about...


  • Matthews, North Carolina, United States Infiniti of Charlotte Inc Full time

    Service Business Development RepresentativeInfiniti of Charlotte Inc is seeking a highly motivated and results-driven Service Business Development Representative to join our team. As a key member of our Service Business Development Center, you will play a critical role in driving service traffic and revenue growth for our dealership.Key...


  • Matthews, North Carolina, United States NC Service Solutions Full time

    Job OverviewWe are seeking a highly motivated and experienced Customer Service Representative to join our team at NC Service Solutions. As a key member of our service team, you will play a vital role in ensuring smooth daily operations, supporting both our technicians and clients with your exceptional administrative skills.Key Responsibilities: Achieve...


  • Matthews, North Carolina, United States Dalton Cunningham - State Farm Agency Intern Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Insurance Account Representative to join our team at Dalton Cunningham - State Farm Agency Intern. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.Key...


  • Matthews, North Carolina, United States Beacon Hill Staffing Group, LLC Full time

    Job OverviewWe are seeking a dedicated Project Accountant to manage financial operations within the construction sector. This role involves overseeing various accounting tasks and ensuring the smooth processing of financial transactions.Key Responsibilities:Complete payroll processing, including handling timecards, expenses, and benefits.Prepare and manage...


  • Matthews, North Carolina, United States wearekite Full time

    Job Title: Field Sales RepresentativeWe are seeking a highly motivated and results-driven Field Sales Representative to join our team at wearekite. As a Field Sales Representative, you will be responsible for generating new business opportunities and acquiring new credit card customers at one of America's largest retail chains.Key Responsibilities:Engage and...


  • Matthews, North Carolina, United States Infiniti of Charlotte Inc Full time

    Job DescriptionAssistant to the Finance ManagerAbout UsInfiniti of Charlotte Inc: Your Partner in Delivering a Personalized & Outstanding Automotive ExperienceAt Infiniti of Charlotte Inc, we pride ourselves on being a premier dealership dedicated to providing exceptional service and a diverse range of automotive solutions. Our commitment to our customers...


  • Matthews, North Carolina, United States Northline Roofing, LLC Full time

    Job OverviewWe are seeking a highly motivated and results-driven Sales Representative to join our team at Northline Roofing, LLC. As a Sales Representative, you will be responsible for building and maintaining relationships with customers, identifying sales opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute sales strategies to...


  • Matthews, North Carolina, United States Dalton Cunningham - State Farm Agency Intern Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Account Representative. As a key member of our State Farm Agency Intern team, you will play a crucial role in building long-lasting customer relationships and driving business growth.Key Responsibilities:Develop and execute strategies to identify...


  • Matthews, North Carolina, United States Value City Furniture Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Associate to join our team at Value City Furniture. As a Customer Service Associate, you will play a critical role in ensuring our customers have an exceptional shopping experience.Key ResponsibilitiesProvide exceptional customer service through phone, email, and in-person...

  • Sales Representative

    3 weeks ago


    Matthews, North Carolina, United States wearekite Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our team at WeAreKite. As a Sales Representative, you will play a critical role in supporting one of our largest sales programs in the U.S., generating new business opportunities, and acquiring new credit card customers at one of America's largest retail...


  • Matthews, North Carolina, United States 2020 Search Partners Full time

    Job Title: Senior Sales RepresentativeJoin 2020 Search Partners, a leading executive and professional search firm, in our mission to connect top talent with exceptional companies. We are seeking a highly skilled Senior Sales Representative to join our team and contribute to our success.About the Role:The ideal candidate will have a proven track record of...


  • Matthews, North Carolina, United States Harris Teeter Full time

    Key ResponsibilitiesAs a Bagger at Harris Teeter, you will be responsible for:Providing excellent customer service by satisfying customer needs and exceeding expectationsFollowing correct bagging procedures to ensure efficient and accurate serviceLoading merchandise into customer vehicles and returning shopping carts to the storeHiring ImmediatelyHarris...


  • Matthews, North Carolina, United States Qdoba Full time

    We are seeking a highly motivated and enthusiastic individual to join our team as a Team Member. As a Team Member, you will be responsible for providing exceptional customer service and ensuring that our guests have a positive experience in our restaurant.Key Responsibilities: Provide excellent customer service and ensure that our guests have a positive...


  • Matthews, North Carolina, United States Value City Furniture Full time

    **Job Summary**The Customer Service Associate plays a critical role in ensuring a positive customer experience at Value City Furniture. This individual serves customers by answering questions, confirming orders, and keeping customers informed of their order status. The ideal candidate will have excellent communication skills, a strong ability to multitask,...