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Customer Service Agent

2 months ago


New Braunfels, Texas, United States TaskUs Full time
About TaskUs: TaskUs is a leading provider of outsourced digital services and innovative customer experiences for rapidly growing technology firms. We assist our clients in representing, safeguarding, and expanding their brands. Utilizing a cloud-based framework, TaskUs caters to clients in the most dynamic sectors, including social media, e-commerce, gaming, streaming, food delivery, ride-sharing, HiTech, FinTech, and HealthTech.

Our People First culture has empowered TaskUs to grow its workforce to approximately 45,000 employees worldwide, with a presence in multiple locations across various countries.

It all began with a remarkable idea to redefine Business Process Outsourcing (BPO). At TaskUs, we recognize that fostering growth for our partners necessitates a culture of continuous evolution, embracing new technologies, and being prepared to tackle any challenge swiftly while maintaining consistency in a rapidly changing environment.

What We Offer: At TaskUs, we prioritize the well-being of our employees by providing competitive salaries and comprehensive benefits packages. Our commitment to a People First culture is evident in our various departments, including Total Rewards, Wellness, HR, and Diversity. We take pride in our inclusive atmosphere and our positive impact on the community. Additionally, we actively promote internal mobility and professional development at every stage of an employee's career within TaskUs.

As a Bilingual Financial Customer Service Representative, you will be the initial point of contact, responsible for addressing and resolving customer inquiries from start to finish. We are dedicated to hiring only the best talent, as we pride ourselves on being an exceptional company.

In this role, you will work in an Inbound Call Center environment, creating outstanding service experiences by maintaining professionalism and delivering top-notch assistance to our members. You will provide support and in-depth troubleshooting, ensuring swift and accurate resolutions for members regarding their financial well-being.

Key Responsibilities:

• Utilize the standard call model to respond to inquiries from members and prospective members regarding account questions, product offerings, and general inquiries through various contact methods.

• Educate members on digital self-service tools and troubleshoot any issues they may encounter.

• Identify the source of problems and provide effective resolutions for online banking, Bill Pay Services, and other digital applications.

• Proactively recommend services and solutions that enhance the member's experience.

• Maintain performance levels in line with established metrics, including time utilization, quality of work, and productivity.

• Strive for one-call resolution consistently.

Minimum Qualifications:

• High School Diploma or equivalent education and experience is required. Additional training or experience in technical support or troubleshooting online and mobile banking issues is preferred.

• Previous customer service experience is essential. Experience in a Call Center or Banking environment is advantageous.

• Six months of experience as a Member Care Representative or prior Digital Services experience is required.

Skills and Abilities:

• A genuine desire to assist others.

• Strong understanding of Digital Banking systems, including internet browsers and mobile technology.

• Proficient in relevant software, including Microsoft Office and various supporting applications.

• Demonstrated critical thinking and analytical skills.

• Commitment to identifying and addressing both spoken and unspoken member needs effectively.

• Self-motivated with the ability to manage time effectively.

• Ability to build collaborative relationships across the organization.

• Maintains good attendance and punctuality.

• Completes all required training by scheduled deadlines.

About Us:

We are a team of skilled professionals who leverage technology and data to serve our clients effectively. From Digital Customer Experience to Content Security, AI Operations, and Consulting, we are dedicated to protecting our partners' interests and supporting their long-term success through innovation and technology.

In addition to our unique culture, you will enjoy benefits such as:
  • Comprehensive Medical, Dental, Vision, and Prescription plans
  • 401k Match
  • Pet Insurance
  • In-house Wellness Coaches
  • Numerous Discounts with Popular Brands
TaskUs collaborates with the world's most innovative brands to safeguard what matters most and thrive in a constantly evolving landscape.

TaskUs is an equal opportunity employer, committed to diversity and inclusion in the workplace. We invite you to explore all career opportunities with TaskUs.