Financial Customer Service Specialist
About The Position
Answers all incoming phone calls in a timely manner preventing excessive hold times. Make outbound calls to borrowers, dealers and credit unions in accordance with company policies and procedures. Identify needs, offer solutions, and follow up on unresolved transactions. Hold meaningful conversations with dealers, credit unions, members and internal contacts in person, over the phone, or through written communication. Build and maintain positive relationships with dealerships and credit unions. Provide exemplary customer service to internal and external partners. Communicate and educate dealers and credit union staff on systems and program standards. Direct efforts toward efficiently maximizing remediation of issues to achieve funding. Manage assigned queues within SLAs. Perform processing and held ordering functions in support of resolving customer support inquiries. Ensure all communication (internal, external, oral, written) is handled in a professional manor.
Requirements
- Previous financial services or banking background
- 2 - 4 years of call center experience
Responsibilities
- Answers all incoming phone calls in a timely manner preventing excessive hold times.
- Make outbound calls to borrowers, dealers and credit unions in accordance with company policies and procedures.
- Identify needs, offer solutions, and follow up on unresolved transactions.
- Hold meaningful conversations with dealers, credit unions, members and internal contacts in person, over the phone, or through written communication.
- Build and maintain positive relationships with dealerships and credit unions.
- Provide exemplary customer service to internal and external partners.
- Communicate and educate dealers and credit union staff on systems and program standards.
- Direct efforts toward efficiently maximizing remediation of issues to achieve funding.
- Manage assigned queues within SLAs
- Perform processing and held ordering functions in support of resolving customer support inquiries.
- Ensure all communication (internal, external, oral, written) is handled in a professional manor.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
