Customer Professional II-U
Core
Serve as a point of contact for customers and advisors to resolve service issues, process transaction requests, and provide accurate information via phone and digital systems.
Role type
Customer service representative (financial services)
Builds
Routine service transactions and account casework for individual, small business, and institutional clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
troubleshooting, explaining policies, managing multiple priorities, accurate data entry, phone communication
Preferred skills
customer service experience, financial services industry experience
Responsibilities
Receive guidance from coaches to process requests, educate clients on self-service options, respond to information requests using various systems, contact customers via high-volume phone queues to resolve routine issues