Banking Customer Service Representative - Onsite

Teleperformance•McAllen, TX

2d•Onsite

About The Position

This on-site position in McAllen, Texas serves as a primary point of contact for banking clients. The representative manages inbound and outbound customer communications using web-based tools to resolve inquiries and support a positive customer experience in a fast-paced environment. The role involves communicating with customers through phone, email, chat, and/or social media; addressing questions and concerns; de-escalating issues; escalating interactions when appropriate; responding to assistance requests and possible payment processing; and recording call information for auditing and reporting. Representatives may also provide feedback on call issues and upsell when required.

Requirements

High school diploma or equivalent.
Proven call center experience.
Entry-level network troubleshooting ability.
At least 6 months of customer service experience.
Must be at least 18 years old.
Ability to type at least 25 words per minute.
Comfort with desktop computer systems and general knowledge of Windows-based systems.
Ability to follow established procedures and focus on customer service.
Ability to collaborate with team members, supervisors, and support departments.
Strong communication, listening, analytical, organizational, and problem-solving skills.
Ability to prioritize tasks and work under pressure while remaining focused.
Ability to work within a structured schedule that includes a variety of shifts.

Nice To Haves

Customer service and/or sales experience.

Responsibilities

Connect with customers by phone, email, chat, and/or social media to resolve questions or concerns.
Attempt to resolve and de-escalate issues calmly.
Escalate interactions when necessary and appropriate.
Respond to assistance requests and/or possible payment-processing requests.
Track call-related information for auditing and reporting.
Provide feedback on call issues.
Upsell when required.