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Financial Client Relations Representative

2 months ago

Maxwell, 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 allowed TaskUs to grow its workforce to approximately 45,000 employees worldwide, with a presence in numerous locations across multiple countries.

It all began with a unique vision to create a new kind of Business Process Outsourcing (BPO). At TaskUs, we recognize that fostering growth for our partners demands a culture of continuous movement, the exploration of new technologies, readiness to tackle challenges at a moment's notice, and the mastery of consistency in a constantly evolving landscape.

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

What does a Financial Client Relations Representative truly do?

Envision yourself as the primary point of contact, responsible for owning and resolving customer inquiries from beginning to end. We ensure that we hire only the most qualified individuals, as we are committed to excellence. Now, we need your full attention as we describe what it means to be a Financial Services Support Specialist.

As a Financial Services Support Specialist

In an inbound call center environment, the Digital Service & Support Representative will create outstanding member service experiences by maintaining a professional demeanor and delivering world-class service to our members. You will provide assistance and in-depth troubleshooting, decision-making support, and ensure swift and accurate resolutions for members and potential members regarding their financial well-being.

Do you possess the qualities to be a Financial Client Relations Representative?

Essential Duties and Responsibilities:

Utilizing the standard call model, respond to inquiries from members, prospective members, and third parties regarding specific account inquiries, product offerings, and general questions related to the credit union through various contact methods.

Educate members on digital self-service tools; troubleshoot member issues related to self-service applications.

Identify the source of problems and provide effective resolutions for online banking, Bill Pay Services, Email, and Chat applications used within the credit union.

Proactively recommend services and solutions that enhance the members' lives.

Maintain acceptable performance levels concerning established metrics, including time utilization, quality of work, and productivity.

Consistently strive for one-call resolution.

Minimum Qualifications:

(Education, Experience, Knowledge, Skills, and Abilities)

Education:

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

Experience:

Previous customer service experience is required. Call center or banking experience is a plus.

Six months as a Member Care Representative 1 or prior Digital Services experience is required.

Knowledge, Skills, and Abilities:

A strong desire to assist others.

Comprehensive understanding of digital banking systems, including internet browsers and smartphone technology.

Proficient knowledge of relevant software, including Microsoft Office, core systems, web browsers, and various supporting applications.

Digital acumen demonstrating a technical support mindset.

Strong critical thinking and analytical skills.

Commitment to identifying both spoken and unspoken member needs to resolve issues effectively on the first attempt.

Self-motivated and capable of managing oneself.

Ability to build collaborative and productive relationships across the organization.

Demonstrates effective time management skills.

Continuously learns and stays updated on trends in the financial industry.

Comfortable working in a team-oriented environment.

Maintains good attendance, punctuality, and adherence to work schedules.

Completes all client regulatory and compliance training by scheduled due dates.

About Us:

We are a collective of highly capable individuals who understand how to leverage technology and data to best serve your purpose. From Digital CX to Content Security, AI Operations, Consulting, and everything in between, we take responsibility for protecting our partners' interests and supporting their long-term success through innovation and technology powered by exceptionally skilled people.

In addition to our truly #Ridiculous culture, you will enjoy benefits such as:

  • Outstanding Medical, Dental, Vision, and Prescription plans
  • 401k Match
  • Pet Insurance
  • In-house Wellness Coaches
  • Hundreds of Discounts with the Brands you Love and Use
TaskUs partners with the world's most innovative and disruptive brands to safeguard what matters most and to thrive in an ever-evolving world.

TaskUs is an equal opportunity employer. Life is better with Us. Discover what it means to work for a company that prioritizes People over Profits.

How We Partner To Protect You: TaskUs will never solicit money from you during your application process nor require any form of payment to proceed with your application. Please ensure that you communicate only with authorized recruiters of TaskUs.

DEI: At TaskUs, we believe that innovation and superior performance are driven by individuals from diverse backgrounds. We welcome applicants from various demographics and circumstances. Our commitment to inclusive and equitable practices is a fundamental responsibility of our business. TaskUs is dedicated to providing equal access to opportunities. If you require reasonable accommodations during any part of the hiring process, please inform us.

EEO: TaskUs is proud to be an equal opportunity workplace and an affirmative action employer. We celebrate and support diversity; we are committed to fostering an inclusive environment for all employees. The People First culture at TaskUs thrives on this diversity for the benefit of our employees, clients, services, and community.

We invite you to explore all TaskUs career opportunities and apply through the provided URL.