Dallas Financial Services Representative (Full-Time)
$27,248,000–$35,880,000 year
On-siteDallas, Texas, United States
Job Summary
Handle inbound customer calls, emails, and live chats for financial services clients while resolving support issues and answering questions about bank products and processes. Listen to customers, understand their needs, and ensure first call resolution through effective problem-solving and script adherence. Escalate complex issues to appropriate staff or managers as needed. Create and maintain accurate customer CRM records and document call resolutions in appropriate systems. Strictly follow client processes, policies, and procedures regarding confidential information while adhering to all required training and attendance schedules.
Required Qualifications
- 18 years of age or older
- High school diploma or equivalent
- Excellent organizational, written, and oral communication skills
- The ability to type swiftly and accurately (20+ words a minute)
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
- Basic understanding of Windows operating system
- Highly reliable with the ability to maintain regular attendance and punctuality
- The ability to evaluate, troubleshoot, and follow-up on customer issues
- An aptitude for conflict resolution, problem-solving, and negotiation
- Must be customer service oriented (empathetic, responsive, patient, and conscientious)
- Ability to multi-task, stay focused, and self-manage
- Strong team orientation and customer focus
- The ability to thrive in a fast-paced environment where change and ambiguity prevalent
- Excellent interpersonal skills and the ability to build relationships with your team and customers
- Must be authorized to work in the country where the job is based
- Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint
- Must be willing to submit to drug screening
Desired Qualifications
- One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment
- State or Federal work experience
Additional Requirements
- Authorized to work in the country where the job is based
- Willingness to submit to Level II background and/or security investigation with fingerprint
- Willingness to submit to drug screening
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