Service Operations Agent
Core
Handle customer queries and concerns via inbound/outbound chats, manage account creation workflows, and perform credit file assessments for banking and financial services clients.
Role type
Service Operations Agent (Customer Support & Operations)
Builds
Customer support workflows and credit assessment processes for banking clients
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Chat support, credit file assessment, banking process knowledge, stakeholder coordination, critical thinking, problem escalation
Preferred skills
Agile environment experience
Technologies
Chatbot, live call systems
Responsibilities
Respond to customer queries via chat and phone, manage end-to-end account creation and credit assessments, coordinate with bankers and senior lenders, handle product escalations, provide application progress updates
Seniority
Individual Contributor, operational level
