Customer Service Representative - Financial

Campaign: Financial (Credit Services)

Role: Customer Service Representative

This role serves as the primary point of contact for our clients and creditors, handling both inbound and outbound calls. Success in this position requires a strong focus on client satisfaction, accountability, problem resolution, and dependability, along with the ability to build trust and maintain accurate documentation.

At a high level, the ideal candidate will:

• Deliver professional, timely, and empathetic support to clients and creditors via phone
  • Actively listen, troubleshoot issues, and strive for first-call resolution
  • Accurately document client interactions and maintain detailed records
  • Build positive client relationships through clear communication and personalized service
  • Demonstrate strong computer proficiency, multitasking, and data entry skills
  • Collaborate effectively with internal teams to support a seamless client experience
  • Adhere to company policies, service standards, and compliance requirements

We are specifically looking for individuals who are customer-centric, dependable, detail-oriented, adaptable, and collaborative, with strong communication and problem-solving skills. Prior customer service experience is preferred.

Tech Requirements

• Processor: Intel i5, Ryzen 5, or higher

• RAM: 16GB or more

• Setup: Dual Monitor

• OS: Windows 11 Pro/Home
  • Accessories: Noise-canceling headset and working camera