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Financial Customer Service Representative

Job in San Antonio, Bexar County, Texas, 78245, USA
Listing for: TaskUs
Full Time position
Listed on 2026-06-02
Job specializations:
  • IT/Tech
    HelpDesk/Support, Technical Support
  • Customer Service/HelpDesk
    HelpDesk/Support, Technical Support, Customer Service Rep, Bilingual
Job Description & How to Apply Below
About Task Us:
Task Us is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, Task Us serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, Fin Tech, and Health Tech.

The People First culture at Task Us has enabled the company to expand its workforce to approximately 45,000 employees globally. Presently, we have a presence in twenty-three locations across twelve countries, which include the Philippines, India, and the United States.

It started with one ridiculously good idea to create a different breed of Business Processing Outsourcing (BPO)! We at Task Us understand that achieving growth for our partners requires a culture of constant motion, exploring new technologies, being ready to handle any challenge at a moment's notice, and mastering consistency in an ever-changing world.

What We Offer:

At Task Us, we prioritize our employees' well-being by offering competitive industry salaries and comprehensive benefits packages.

Our commitment to a People First culture is reflected in the various departments we have established, including Total Rewards, Wellness, HR, and Diversity. We take pride in our inclusive environment and positive impact on the community. Moreover, we actively encourage internal mobility and professional growth at all stages of an employee's career within Task Us. Join our team today and experience firsthand our dedication to supporting People First.

About Task Us:
Task Us is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect, and grow their brands. Leveraging a cloud-based infrastructure, Task Us serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, Fin Tech, and Health Tech.

Task Us People First culture has grown the company to have approximately 45K employees worldwide. We are currently in twenty-three locations across twelve countries, including the Philippines, India, and the United States.

It started with one ridiculously good idea to create a different breed of Business Processing Outsourcing (BPO)! We at Task Us understand that achieving growth for our partners requires a culture of constant motion, exploring new technologies, being ready to handle any challenge at a moment's notice, and mastering consistency in an ever-changing world.

What We Offer:

Task Us provides world-class benefit packages with competitive industry salaries to all its employees. With well-developed departments, such as Total Rewards, Wellness, HR, and Diversity, we continuously thrive in supporting a People First culture. We are known for our inclusiveness and community impact. We also promote internal mobility and professional development at every step of an employee's career within Task Us.

Come be part of Task Us that supports People First by applying today!

What can you expect in a Financial Customer Service Representative role with Task Us:

In an Inbound Call Center setting, the Financial Customer Service Representative will create exceptional member service experiences by maintaining a professional demeanor and troubleshooting, decision-making support, and ensuring quick and accurate resolutions for members and prospective members regarding their financial well-being.

Minimum Qualifications:

* High School Diploma or equivalent mix of education and experience is required.

* Previous customer service experience required.

* Six months as Member Care Representative 1 or previous Digital Services experience required.

* Additional training or experience with technical support or troubleshooting online and mobile banking issues is preferred.

* Call Center or Banking experience is a plus.

Work Location / Work Schedule / Travel:

* This position is fully remote and equipment is provided.

* The Hours of Operation for the role are 8am-8pm 7 days a week, The work schedule offered will be within these hours and with 2 consecutive days off.

* No travel will be required for the role, with the exception of Equipment/Hardware Pickup at your nearest Task Us Site.

How We Partner To Protect You:
Task Us will neither solicit money from you during your application process nor require any form of payment in order to proceed with your application. Kindly ensure that you are always in communication with only authorized recruiters of Task Us.

DEI:
In Task Us we believe that innovation and higher performance are brought by people from all walks of life. We welcome applicants of different backgrounds, demographics, and circumstances. Inclusive and equitable practices are our responsibility as a business. Task Us is committed to providing equal access to opportunities. If you need reasonable…
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