Entry-Level Financial Services Agent (Full-Time)

Position Overview

ENTRY-LEVEL FINANCIAL SERVICES AGENT (FULL-TIME). We are hiring customer service agents to support inbound and outbound customer service projects for financial services clients. In this role you will work directly with bank customers by providing product and account information, resolving customer issues, and answering questions regarding bank processes. Candidates should have excellent communication skills, be willing to learn on the job, and be highly reliable. To be considered, you must complete a full application on our company careers page, including screening questions and a brief pre-employment test.

Key Responsibilities

• Handle inbound and outbound contacts in a courteous, timely, and professional manner
• Ensure first call resolution through problem solving and effective call handling
• Research systems to find missing information and coordinate with other departments as needed
• Accurately document and process customer claims in the appropriate systems
• Lead fact-finding discussions to determine the best options for the customer
• Utilize the knowledge base and training to accurately answer customer questions while following scripts, policies, and procedures
• Comply with requirements surrounding confidential and personal information
• Escalate customer issues to the appropriate staff or management as needed
• Attend meetings and training sessions to stay up-to-date on program knowledge, systems, and processes
• Adhere to all attendance and work schedule requirements

Required Qualifications

• Must be 18 years of age or older
• High school diploma or equivalent
• Excellent organizational, written, and oral communication skills
• Ability to type swiftly and accurately (20+ words a minute)
• Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
• Basic understanding of the Windows operating system
• Highly reliable with the ability to maintain regular attendance and punctuality
• Ability to evaluate, troubleshoot, and follow-up on customer issues
• Aptitude for conflict resolution, problem-solving, and negotiation
• Must be customer service oriented (empathetic, responsive, patient, and conscientious)
• Ability to multi-task, stay focused, and self-manage
• Strong team orientation and customer focus
• Ability to thrive in a fast-paced environment where change and ambiguity are prevalent
• Excellent interpersonal skills with the ability to build relationships with team members and customers

Preferred Qualifications

• One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment
• State or Federal work experience

Benefits & Perks

• Paid Time Off: Earn PTO and paid holidays to take the time you need.
• Incentives & Rewards: Participate in contests with cash bonuses and prizes ranging from electronics to dream vacations and even cars!
• Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days (with access to MEC medical plans after 30 days). Benefit options vary by location.
• Retirement Savings: Secure your future with retirement savings programs, where available.
• Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges.
• Life Insurance: Access life insurance options to safeguard your loved ones.
• Supplemental Insurance: Accident and critical illness insurance.
• Career Growth: Significant advancement opportunities through internal promotions.
• Paid Training: Learn new skills while earning a paycheck.
• Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement.
• Casual Dress Code: Be comfortable while you work.