Customer Service Representative - Financial Services - Remote

Overview

The Customer Service Associate is responsible for providing professional, efficient, and empathetic support to banking customers in a work-from-home environment.

In Short

• Serve as the primary point of contact for inbound customer inquiries via phone, email, or chat.
• Process a high volume of consumer inquiries related to banking products and services.
• Troubleshoot customer problems and utilize available tools for resolutions.
• Document all customer interactions in compliance with standards.
• Update and verify customer information accurately.
• Escalate unresolved issues to appropriate departments.
• Demonstrate ownership of customer issues from initial contact through resolution.
• Maintain up-to-date knowledge of client products and banking regulations.
• Meet or exceed established performance standards.
• Work flexible schedules to ensure adequate coverage.

Requirements

• High School Diploma or equivalent.
• Minimum 6 months of customer service or call center experience.
• 1+ year in financial services or banking preferred.
• Strong English communication skills.
• Typing speed of 30+ WPM with high accuracy.
• Ability to navigate multiple systems simultaneously.
• Flexibility to work assigned or rotational shifts.

Benefits

• $18.00/hr - generous flexible vacation policy, and 401k.
• Paid training, coaching, development, and career planning.
• Medical, dental, and vision benefits; EAP, health and wellness programs.
• Tremendous development & advancement opportunities.
• Employee Discounts.
• All equipment provided; reliable internet service required.