Call Center Representative (Financial / Accounting Related Services)
About The Position
BrightKey is growing and we are looking for you to join a dynamic team as a Call Center Representative dedicated to making a difference! Join our dynamic team as a Call Center Representative, where you will play a vital role in delivering exceptional support and service to our valued customers. In this fast-paced environment, you will be the friendly and knowledgeable voice assisting with inquiries, resolving issues, and ensuring a positive customer experience. Your dedication and communication skills will help uphold our commitment to outstanding service. Job Description: As a Call Center Representative, you will be an integral part of a team that provides exceptional customer service to non-profit organizations and their members. You will primarily handle inbound as well as respond to emails, ensuring that all interactions are professional, courteous, and effective. This position offers a career opportunity with potential for growth within the company.
Requirements
- High school diploma or equivalent; associate or bachelor’s degree preferred.
- Experience in a call center or customer service role is ideal.
- Excellent verbal and written communication skills.
- Strong problem-solving abilities and attention to detail.
- Ability to handle a high volume of calls and emails with professionalism and efficiency.
- Proficient in using computer systems and software applications including MS Office (Outlook and Excel).
- Compassionate and empathetic, with a genuine desire to help others.
- Ability to work independently and as part of a team.
- Flexible and adaptable to changing priorities and tasks.
Nice To Haves
- Prior experience in a Call Center environment and excellent customer service skills and experience. Banking or financial services experience is a plus!
- Experience with CRM systems such as Salesforce
- Financial or banking experience as this position will include payment processing, account reconciliation, lockbox and check processing and related reporting
- Strong Microsoft Excel skills
- Experience with Accounts Receivable Processing
Responsibilities
- Answer incoming calls and respond to emails in a timely and professional manner.
- Assist customers by providing information, resolving issues, and answering inquiries related to memberships, orders, payment processing, and various other areas of support.
- Maintain a high level of product and service knowledge to effectively support customers.
- Document all customer interactions and update records accurately in the database.
- Lockbox processing, payment processing and reconciliation.
- Providing customers with reports including financial information.
- Identify and escalate priority issues to the appropriate team members or departments.
- Follow up with customers to ensure their concerns are resolved to their satisfaction.
Benefits
- Medical, Dental, Vision, Pet and other Insurance options
- Participation in a company 401k program
- Paid Time off and 10 paid holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
