Financial Services Specialist

Evolve Bank And Trust • Memphis, TN

442d

About The Position

As a Financial Services Specialist at Evolve Bank & Trust, you will play a crucial role in delivering exceptional customer support to both Evolve legacy division clients and end-users of innovative Fintech clients. This position involves engaging with customers through various communication channels, including voice calls, emails, chat, SMS, and social media, to address inquiries related to a wide range of banking products and services. Your efforts will directly impact customer satisfaction and loyalty, making you a key ambassador for the brand.

Requirements

• Associate or bachelor's degree in a relevant field.
• 2+ years of customer service experience, preferably in a banking or customer support center environment.
• General knowledge of the banking industry.
• Bilingual in English and Spanish, with the ability to read, write, and speak both languages fluently.
• Strong computer skills and ability to utilize multiple applications simultaneously.

Nice To Haves

• Experience in a customer support center within the banking industry.
• Passion for customer experience and assisting customers.

Responsibilities

• Quickly and accurately answer customer inquiries in a professional and energetic manner.
• Deliver exceptional service by resolving customer issues and concerns.
• Provide first call resolution for customer service inquiries by identifying the topic and type of assistance needed.
• Identify and offer customers the products and services they need to succeed financially.
• Guide and educate customers about the fundamentals and benefits of banking products.
• Meet and/or exceed established team goals for quality and productivity.
• Recognize and escalate issues that negatively impact the customer experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: Associate degree