Customer Service Agent – Financial Services - South Africa
Core
Resolve customer queries across multiple channels, verify loan applications and income documentation, and manage financially vulnerable customers in a regulated financial services environment.
Role type
Customer Service Agent (Financial Services)
Builds
Customer support interactions, loan application assessments, and income verification decisions
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
customer verification, loan application assessment, income verification, fraud identification, refund processing, multi-channel support, financial vulnerability management
Preferred skills
regulated environment experience, internet navigation
Technologies
web platforms, email, live chat, telephony
Responsibilities
Perform customer verifications for existing accounts, assist with website navigation and troubleshooting, assess loan applications and verify income documentation, identify and escalate fraudulent accounts, process customer refunds, manage financially vulnerable customers per company procedures, handle inquiries via phone, email, and live chat
Seniority
Individual Contributor, entry to mid-level
