Customer Service Representative - Financial Services
Core
Front-line support for inbound customer interactions across financial products via phone and digital channels.
Role type
Associate Customer Service Representative
Builds
Positive customer experience and accurate transaction resolution
Domain
Financial Services / Contact Center
Deliverable
client delivery
Required skills
Active listening, problem-solving, attention to detail, empathy, regulatory compliance adherence, system navigation
Preferred skills
Financial services industry experience, high-volume metric-driven environment management, root cause analysis, collaboration
Responsibilities
Respond to and resolve high volumes of inbound customer interactions, assist with inquiries and transactions, navigate multiple systems to document interactions, escalate complex concerns, review customer information for accuracy