Financial Services Onsite Chat Specialist

FoundeverSumter, SC
Onsite

About The Position

Join our dynamic team at Foundever in Sumter, SC where every interaction is an opportunity to make a difference. We are seeking passionate individuals to join us on site at our office located at 1057 Broad Street, Suite B, Sumter, SC 29150. Please note that candidates must reside within commuting distance to our office. As a Customer Chat Specialist at Foundever, you will support customers through secure digital chat channels for one of the largest banking and financial services providers in the U.S. You will assist customers with account questions, service requests, and financial inquiries while delivering professional and accurate support through written communication. This role is ideal for individuals who prefer written communication over phone interactions and thrive in fast paced, detail driven environments. Associates are responsible for following banking, security, privacy, and compliance regulations while providing a high standard of customer care. We believe in investing in our people, which is reflected in our robust paid training program and numerous growth opportunities. Notably, 84% of our managers have been promoted from within.

Requirements

  • Must reside in Sumter, SC, or within commuting distance
  • Must be at least 18 years old
  • High school diploma or GED equivalent is required
  • Strong grammar, professionalism, tone, and written customer service skills are essential
  • Ability to handle confidential financial information while following security and privacy regulations
  • Clear, professional, and empathetic chat communication
  • Ability to navigate multiple systems and tools efficiently
  • Accurate documentation and careful handling of customer information
  • Ability to assess customer needs and follow support processes effectively
  • Delivering a positive experience through timely and thoughtful support
  • Comfortable learning new systems, workflows, and banking procedures
  • Dependable with a strong commitment to quality and compliance

Nice To Haves

  • Experience in chat, banking, financial services, or contact center environments preferred

Responsibilities

  • Support customers through secure digital chat channels for one of the largest banking and financial services providers in the U.S.
  • Assist customers with account questions, service requests, and financial inquiries.
  • Deliver professional and accurate support through written communication.
  • Follow banking, security, privacy, and compliance regulations.
  • Provide a high standard of customer care.

Benefits

  • Paid training
  • 401(k)
  • Medical
  • Dental
  • Vision
  • Wellness programs
  • Paid time off
  • Employee discounts
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