Entry-Level Financial Services Agent

ENTRY-LEVEL FINANCIAL SERVICES AGENT (FULL-TIME)

Location:

Savannah, GA

We are hiring customer service agents to support inbound and outbound customer service projects for Financial Services clients. The role involves working directly with bank customers to provide product and account information, resolve issues, and answer questions regarding bank processes. Candidates should have excellent communication skills, be willing to learn on the job, and be highly reliable.

• Handle inbound and outbound calls in a courteous, timely, and professional manner.
• Ensure first call resolution through problem solving and effective call handling.
• Research systems to find missing information where applicable; coordinate with other departments to resolve issues when needed.
• Accurately document and process customer claims in appropriate systems.
• Lead fact‑finding discussions to determine the best options for the customer.
• Utilize knowledge base and training to accurately answer customer questions while following all required scripts, policies, and procedures.
• Comply with requirements surrounding confidential information and personal information.
• Escalate customer issues to the appropriate staff and management for resolution as needed.
• Attend meetings and training and review all new training material to stay up-to-date on changes to program knowledge, systems, and processes.
• Adhere to all attendance and work schedule requirements.

• Must be 18 years of age or older.
• High school diploma or equivalent.
• Excellent organizational, written, and oral communication skills.
• Ability to type swiftly and accurately (20+ words a minute).
• Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• Basic understanding of Windows operating system.
• Highly reliable with the ability to maintain regular attendance and punctuality.
• Ability to evaluate, troubleshoot, and follow up on customer issues.
• Aptitude for conflict resolution, problem solving, and negotiation.
• Must be customer service oriented (empathetic, responsive, patient, and conscientious).
• Ability to multi‑task, stay focused, and self‑manage.
• Strong team orientation and customer focus.
• Ability to thrive in a fast‑paced environment where change and ambiguity are prevalent.
• Excellent interpersonal skills and the ability to build relationships with your team and customers.

• One (1) year of experience in customer service, technical support, inside sales, back‑office, chat, or administrative support in a contact center environment.
• State or Federal work experience.

• Must be authorized to work in the country where the job is based.
• Must be willing to submit up to a Level II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
• Must be willing to submit to drug screening. Job offers are contingent on drug screening results.

• Paid Time Off:
  Earn PTO and paid holidays.
• Incentives & Rewards:
  Participate in daily, weekly, and monthly contests that include cash bonuses and prizes.
• Health Benefits:
  
  Full‑time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment; all employees have access to MEC medical plans after 30 days.
• Retirement Savings:
  Secure your future with retirement savings programs where available.
• Disability Insurance:
  Short‑term disability coverage is available.
• Life Insurance:
  Access life insurance options.
• Supplemental Insurance:
  Accident and critical illness insurance.
• Career Growth:
  Significant advancement opportunities with a focus on internal promotions.
• Paid Training:
  Learn new skills while earning a paycheck.
• Work Environment:
  Team‑oriented culture that fosters collaboration and engagement.
• Casual Dress Code.

This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office…