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Financial Services Specialist

Job in Memphis, Shelby County, Tennessee, 37544, USA
Listing for: Getevolved
Full Time position
Listed on 2025-12-28
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, HelpDesk/Support, Bilingual, Technical Support
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Headquarters
6000 Poplar Ave
Ste 300
Memphis, TN 38119, USA

Remote Employee
6070 Poplar Ave
Ste 200
Memphis, TN 38119, USA

We're a world-class financial technology company that is passionate about what we do. Evolve has been voted a Top Workplace for the last seven years and has been named a Inc. 5000 fastest growing company.

As an Evolve Financial Services Specialist in our worldclass customer support center you will have the opportunity to serve our Evolve legacy division clients, as well, the end-users of our cutting-edge Fintech clients.

Your role in delivering an amazing experience for these clients is at the leading edge ofbanking and financial technology.

You’llhave the opportunity to interact and support clients through voice calls, emails, chat, SMS, social media and more using the latest technology and support tools.

Inquiries will run the gamut across many banking products from checking accounts, cards, online banking, bill pay and much more!

Because we provide service to the end-users of our clients,you will have the opportunity to be a brand ambassador for our Fintech – the experience you deliver directly influences our and their reputation and customer loyalty – a big responsibility. Specialists willwork both individually and in a team environment to ensure customers’ banking and financial technology needs are recognized and efficiently met. Every customer interaction is considered an opportunity to deepen the bank/client relationships while delivering on Evolve’s brand.

Main

Job Tasks and Responsibilities
  • Quickly and accurately answer customer inquiries in aprofessional and energetic fashion following our defined Customer Experience Guide.
  • Deliver exceptional service to our customer by going out of the way to resolve their issues/concerns.
  • Provide first call resolution - respond to and resolve, during the first call, customer service inquires and issues by identifying the topic and type of assistance the caller needs by asking clarifying questions.
  • Identify and offer customers the products and services they need and want to succeed financially.
  • Help guide and educate customers about the fundamentals and benefits of products being serviced/offered.
  • Meet and/or exceed established team goals for quality and productivity.
  • Recognize and escalat…?
Education and Experience
  • Banking experience required.
  • General banking industry business knowledge.
  • A plus - Bilingual in English and Spanish – ability to read, write and speak both languages without limitationorassistance.
  • 2+ year of customer service experience.
  • Passion for customer experience and for assisting internal/external customers.
  • Excellent verbal and written communication skills with emphasis on proper grammar,etiquette,and voice qualities such as tone,inflection and enunciation.
  • Must be passionate about contributing to an organization focused on continuously improving customer experiences.
  • Problem solving ability and customer advocacy.
  • Strong computer skills and the ability to utilize multiple computer applications simultaneously.
  • Close attention to detail, demonstrate positive attitude and professional demeanor - practicing strict confidentiality for all sensitive information.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

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