Customer Service Representative

This position involves delivering exceptional customer service in a call center environment, assisting clients with inquiries, transactions, and service options related to financial products. The agent resolves semi-complex issues by researching solutions, identifying root causes, and proactively preventing future problems. They serve as advocates for clients and Financial Representatives, educating on self-service tools and understanding transaction risks. Embracing change and continuous improvement, they foster professional relationships to enhance loyalty while handling sensitive information with confidentiality.

The role requires multi-tasking with high accuracy and quality.

• Associate's degree or equivalent experience
• At least 1 year customer service experience
• Basic knowledge of financial products, markets, and risk processes
• Strong communication, organization, and multi-tasking skills
• Problem-solving and adaptability in fast-paced environments
• Proficiency in computer systems and software
• Successful completion of required testing

• Answer client questions and provide service options
• Resolve inquiries and transactions with proficiency
• Research and evaluate solutions for semi-complex issues
• Manage calls efficiently, ensuring confidentiality
• Educate clients on self-service tools and transaction impacts
• Identify opportunities for process improvements
• Build and maintain professional client relationships