Responsibilities:
• Answer customer inquiries regarding financial products and services • Respond to customer complaints and issues in a timely and professional manner • Provide accurate and timely information to customers regarding their accounts • Communicate effectively with customers using various communication channels, including telephone, email, and chat • Utilize customer service skills to build rapport and maintain positive relationships with customers • Work with other departments and teams to resolve customer issues and escalate as needed • Perform administrative tasks related to customer accounts, including updating customer information and processing transactions • Meet or exceed performance metrics, including call quality, customer satisfaction, and productivity • Maintain up-to-date knowledge of financial products and services, industry trends, and company policies and procedures • Adhere to regulatory and compliance guidelines related to financial products and services
Qualifications:
• High school diploma or equivalent; Bachelor's degree preferred • 1-2 years of customer service experience, preferably in a financial services environment • Excellent communication skills, including verbal and written communication • Strong customer service skills, including the ability to de-escalate customer complaints and issues • Ability to work independently and as part of a team • Strong problem-solving and analytical skills • Ability to multitask and handle multiple inquiries simultaneously • Proficiency with Microsoft Office and other computer applications • Ability to work flexible hours, including weekends and evenings as needed