Customer Service Representative
About The Position
Catalis is North America’s leading government Software as a Service (SaaS) and integrated payments provider, powering municipal, county, state, and federal governments. With deep expertise, a proven track record, and innovative digital solutions, Catalis has empowered public servants across the US and Canada to modernize government and engage citizens. Positioned in a call center environment, provide inbound service to multiple prepaid and investment customers and process transactions as needed. This is an in-office position. The hours are 11:00 a.m. to 8:00 p.m., Monday through Friday.
Requirements
- A minimum of 1 year of customer service experience in the financial services (banking and/or money management) industry, with emphasis on investment / financial account maintenance and customer service activities.
- Excellent oral and written communication skills.
- Attention to detail.
- Analytical skills.
- Customer service orientation.
- Proficiency with excel and word.
- A professional attitude is required.
- A high school diploma or equivalent is required.
Nice To Haves
- An associate's degree is preferred.
Responsibilities
- Answer incoming phone and email inquiries from customers.
- Process account maintenance and financial transactions.
- Assist potential customers with enrollment inquiries.
- Understand and explain complex rules and regulations of each plan to customer(s).
- Research and respond to financial inquiries for customers, managers, and client Success Team members.
- Periodically have input into process improvements and/or new projects to improve overall quality and processing efficiency.
- Provide the highest level of service to customers and clients to meet or exceed defined service level agreements (SLA).
- Other Duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
