Financial Customer Service Representative

What does a Financial Customer Service Representative really do? Think of yourself as someone who will be the first point of contact owning and solving customer issues from start to finish, so not everyone can qualify for this role.
We make sure we hire the best of the best, after all, we are a ridiculously good company so we make sure our employees are top-notch.
So come on, now we need your full concentration because it's time to imagine what it's like being a Financial Customer Service Representative.
As a Financial Customer Service Representative In an Inbound Call Center setting, the Digital Service & Support Representative will create exceptional member service experiences by maintaining a professional demeanor and delivering world class service to our members.
Provides assistance and in depth trouble shooting, decision making support, and ensures quick and accurate resolutions for members and prospective members regarding their financial well-being.
Do you have what it takes to be a Financial Customer Service Representative ? Essential Duties and Responsibilities: • Using the standard call model, responds to inquiries from members, prospective members and third parties regarding specific account inquiries, product offerings and general questions regarding the credit union through multiple contact methods.
• Educates the member on digital self-service tools; trouble shoots member issues regarding TDECU Self-Service tools • Ability to identify source of problem and effective resolution for online banking, Bill Pay Services, Email and Chat applications used within credit union.
• Proactively recommends services and solutions that will improve the member's life.
• Maintains acceptable performance levels with regards to established metrics, including time utilization, quality of work, and productivity.
• Consistently strive to provide one call resolution.
Minimum Qualifications: (Education, Experience, Knowledge, Skills, and Abilities) Education High School Diploma or equivalent mix of education and experience is required.
Additional training or experience with technical support or troubleshooting online and mobile banking issues is preferred.
Experience Previous customer service experience required.
Call Center or Banking experience is a plus.
Six months as Member Care Representative 1 or previous Digital Services experience required.
Knowledge, Skills, and Abilities • Desire to help people.
• Strong understanding of Digital Banking systems, including internet browsers and Smartphone technology.
• Strong working knowledge of relevant software including Microsoft Office, core systems, web browsers and various other supporting applications.
• Digital Acumen displaying a technical support mentality.
• Critical thinking skills.
• Analytical and sound decision making skills.
• Commitment to identify member's spoken, as well as unspoken, needs to successfully solve their issues the first time.
• Self-motivated and self-managed.
• Builds collaborative and productive relationships across the organization.
• Demonstrates effective time management.
• Continually learns and stays current on trends in the financial industry.
• Comfortable working in a team environment.
• Maintains good attendance, punctuality and adherence to work schedule.
• Completes all client regulatory and compliance training by scheduled due dates.
About Us: We are a collective of highly capable humans, who understand how to deploy technology and data to best serve your purpose.
From Digital CX to Content Security, AI Operations, Consulting, and anything in between, we consider ourselves responsible for protecting our partners' interests and supporting their long-term success through innovation and technology-powered by ridiculously smart people.
In addition to our truly #Ridiculous culture, you'll enjoy benefits like: Outstanding Medical, Dental, Vision and Prescription plans 401k Match Pet Insurance In-house Wellness Coaches Hundreds of Discounts with the Brands you Love and Use TaskUs partners with the world's most innovative and disruptive brands to protect what matters most and to thrive in an ever-changing world.
TaskUs currently has over 25,000 employees around the world with offices across the United States, the Philippines, India, Taiwan, Mexico, Greece, Ireland, and Colombia.
TaskUs is an equal opportunity employer.
Life is better with Us! Find out what it means to work for a company that puts People before Profits!