Financial services Customer Rep

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.

• 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.

• 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 processes a variety of customer requests within different levels of complexity, including account reconciliation, account updates, document requests, invoices, buyout quotes, web portal troubleshooting, etc.