About the job Financial services Customer Rep
Financial services Customer Rep needs 1-3 years customer service, customer support or inside sales, financial, banking experience
Financial services Customer Rep requires:
Onsite
Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment.
Ability to quickly learn, multi-task and to meet expectations in a customer-centric and results-driven environment.
Financial/banking experience
Careful attention to details and excellent time management skills.
Proficiency in basic computer skills- Advanced Excel knowledge preferable.
Intellectually curious about our business, our clients and focused on finding the best solutions.
Excellent negotiation and analytical skills - Sales or Customer Service experience preferred
Ability to work effectively both independently and as a team member.
Comfortable with handling high call volume and forming strong and lasting relationships with clients over the phone.
Ability and willingness to work a flexible schedule/overtime, as needed.
Ability to take constructive feedback and implement training concepts into your ongoing development.
Relationship Specialist /CSR duties:
Communicates with external and internal customers through various channels (phone, email and letters) maintaining a positive, empathetic and professional attitude at all times.
Demonstrates excellent interpersonal, written, and oral communication skills. Including the ability to ask probing questions to understand concerns and overcome objections.
Responds promptly and accurately to customer inquiries and process a variety of customer requests within different levels of complexity. Including account reconciliation, account updates, document requests, invoices, buyout quotes, web portal troubleshooting, etc.