Financial Customer Service Representative - Onsite

Guide customers through questions, concerns, or challenges they encounter while using the product or service. Listen actively to understand the root of the issue and provide clear, effective solutions. Record detailed call information for auditing, reporting, and follow-up purposes. Maintain and update customer records to ensure accurate and current information. Identify opportunities to introduce customers to new or enhanced services that meet their needs and provide recommendations that add value. This role supports the largest minority-owned CX provider, helping businesses solve their toughest customer experience challenges through digital-first, people-centered interactions.