Customer Service Representative – Financial Services
About The Position
Your potential has a place here with TTEC’s award-winning employment experience. As a Customer Service Representative - Financial Services, working onsite in Charlotte, NC you’ll be a part of bringing humanity to business. #experienceTTEC. You’ll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all! What You’ll be Doing Do you have a passion for helping others navigate through their online banking needs? Whether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.
Requirements
- 1 year of customer service experience
- High school diploma or equivalent
- Recognize, apply and explain your product or service knowledge
- Computer experience
- Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
Responsibilities
- Answer questions about products via phone while providing website navigation support and assisting with the application process
- Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
- Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
- Participate in projects or process improvements to drive operational excellence
Benefits
- Supportive of your career and professional development
- An inclusive culture and community minded organization where giving back is encouraged
- A global team of curious lifelong learners guided by our company values
- Base wage of $19 per hour plus performance bonus opportunities
- And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
- Visit https://www.ttecjobs.com/en/us-employee-benefits for more information.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
