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Financial Services Customer Service Representative

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: MassMarkets
Full Time position
Listed on 2025-12-27
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, HelpDesk/Support, Bilingual, Technical Support
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Financial Services Customer Service Representative (FULL-TIME)

1 week ago Be among the first 25 applicants

Position Overview

CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS

Location:

Dallas, TX
Job Type: Full-Time

We are looking for Customer Service Representatives to support inbound customer service, help desk, and back‑office processing representatives for commercial and public sector support positions. In this role, you will handle inbound inquiries, troubleshoot basic technical issues, assist callers with product, process related inquiries, and professionally represent some of the most recognizable brands in the world.

There are a wide variety of project openings available. Schedules vary by site and program however we can usually find something that works for everyone. This is a wonderful opportunity for you to start your career here. With our industry‑leading training, you are sure to grow. We offer many advancement opportunities including Supervisor, Trainer, Talent Acquisition, and Operations Management.

Position Responsibilities

WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO?

This position supports customer service for bank customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best‑in‑class customer experience. You will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day.

Essential Duties
  • Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat
  • Listen to customers, understand their needs, and resolve customer issues
  • Escalate customer issues to the appropriate staff and managerial for resolution as needed
  • Ensure first call resolution through problem solving and effective call handling
  • Follow the processes of the Client program and perform all tasks in a courteous and professional manner
  • Utilize knowledge base and training to accurately answer customer questions
  • Create and maintain customer CRM records with accurate call details
  • Accurately document call resolution in appropriate systems
  • Strictly follow client process for handling financial issues and inquiries
  • Comply with requirements surrounding confidential information and personal information
  • Follow all required scripts, policies, and procedures
  • Adhere to all attendance and work schedule requirements including all scheduled training
Candidate Qualifications

WONDER IF YOU ARE A GOOD FIT? It’s about building relationships and turning the knowledge you gain in training into customer wins. MCI provides all new employees with world‑class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated.

Required
  • Must be 18 years of age
  • High School Diploma or Equivalent
  • Minimum of three (3) years in a call center environment
  • Minimum of (1) year of experience in a customer service role
  • The ability to multi‑task using multiple screens and systems while talking on the phone with customers.
  • The ability to type swiftly and accurately 30‑45 Words per minute
  • The ability to read and speak English fluently
  • Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications including corporate intranet
  • Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook including SharePoint)
  • Excellent organizational, written, and oral communication skills
  • The ability to multi‑task across multiple systems and screens while speaking to customers
  • Must be customer service oriented (empathetic, responsive, patient, and conscientious)
  • Strong team orientation and customer focus with a positive attitude
  • Highly reliable with the ability to maintain regular attendance and punctuality
  • Aptitude for issue identification and problem solving
  • The ability to thrive in a fast‑paced environment where change and ambiguity are prevalent
  • An aptitude for conflict resolution and problem solving
  • The ability to demonstrate good judgement when making decisions surrounding account inquiries, resolution paths, and call handling
  • Excellent interpersonal skills and the ability…
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