Employer Industry: Financial Services
Why Consider This Job Opportunity…
Competitive salary with comprehensive health, dental, and vision insurance
Opportunity for career advancement and growth within the organization
Flexible work-from-home arrangement
Supportive and collaborative work environment
Chance to make a positive impact on customer satisfaction and retention
What To Expect (Job Responsibilities)
Provide exceptional customer and client service through various communication channels
Handle customer payments, ensuring accuracy and compliance with company policies
Manage documentation, including account statements and invoices
Process refunds and adjustments, ensuring all necessary approvals are in place
Assist customers with navigating the customer portal and resolving technical issues
What Is Required (Qualifications)
At least 3 years of experience as a Customer Service Agent or Account Manager in the financial services banking or related industry
Associate’s degree in business, communications, or social science
Proficient in Microsoft Office, including Excel, Word, Outlook, and Adobe
Experienced in Salesforce and Dialpad
Superior written and verbal communication skills with attention to detail
How To Stand Out (Preferred Qualifications)
At least 5 years of experience in customer service or a relevant field
Bachelor’s degree in business, communications, or social science
Knowledge of the Equipment Loan/Leasing Finance industry
Bilingual in Spanish
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