Entry-Level Financial Services Agent (Full-Time)
Entry-Level Financial Services Agent (Full-Time)
L3
Industries
Telemarketing Bureaus and Other Contact CentersCommercial BankingSavings Institutions and Other Depository Credit Intermediation- Handle inbound and outbound contacts in a courteous, timely, and professional manner
- Ensure first call resolution through problems solving and effective call handling Research systems to find missing information as applicable; coordinate with other departments to resolve issues when needed
- Accurately document and process customer claims in appropriate systems
- Lead fact-finding discussions to determine the best options for the customer
- Utilize knowledge base and training to accurately answer customer questions while following all required scripts, policies, and procedures
- Comply with requirements surrounding confidential information and personal information
- Escalate customer issues to the appropriate staff and managerial for resolution as needed
- Attend meetings and training and review all new training material to stay up to date on changes to program knowledge, systems, and processes
- Must be 18 years of age or older
- High school diploma or equivalent
- Excellent organizational, written, and oral communication skills
- The ability to type swiftly and accurately (20+ words a minute)
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
- Basic understanding of Windows operating system
- Highly reliable with the ability to maintain regular attendance and punctuality
- The ability to evaluate, troubleshoot, and follow-up on customer issues
- An 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
- The ability to thrive in a fast-paced environment where change and ambiguity prevalent
- Excellent interpersonal skills and the ability to build relationships with your team and customers
- Preferred (Not Required)
- 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
Level
JuniorL3
Location
Dallas, TX
Occupation
Customer Service Representatives
Industry
Telemarketing Bureaus and Other Contact Centers
Posted
today
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