Customer Service Representative – Financial Services
About The Position
As a Customer Service Representative in Financial Services, you will work onsite in Charlotte, North Carolina, providing white-glove support to customers of an asset and wealth management company. You will help customers with online banking needs, answer questions about products, support website navigation and applications, and resolve customer issues. You will use multiple electronic systems to complete and document requests accurately, meet performance goals, and contribute to operational improvements. You will report to a Team Lead. TTEC provides training, coaching, and access to courses for career development.
Requirements
- At least 1 year of customer service experience.
- High school diploma or equivalent.
- Ability to recognize, apply, and explain product or service knowledge.
- Computer experience.
- Proficiency with Microsoft Suite, including Word, Excel, PowerPoint, and Outlook.
- A caring and supportive nature.
Responsibilities
- Answer customer questions about products by phone and provide website navigation support.
- Assist customers with the application process.
- Use multiple electronic systems and document steps taken to complete customer requests efficiently and accurately.
- Meet established performance metrics for call quality, productivity, and schedule adherence.
- Participate in projects or process improvements to support operational excellence.
Benefits
- Base wage of $19 per hour plus performance bonus opportunities.
- Benefits package may include paid time off, tuition reimbursement, and health and wellness incentives.
- Career and professional development support, including training, coaching, and access to courses.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
