Call Center Rep - Financial Services - Temp

Job Title: Financial Services Customer Service Representative (Remote)

Location: 100% Remote - Work from Home

Shifts: Monday through Friday shifts and Weekend shifts available - hours vary - 8AM EST - 5PM EST / 10AM EST - 7PM EST / 11AM EST - 8:30PM EST 

Job Description:

• We are seeking a highly motivated Financial Customer Service Representative to join our dynamic team.
• This is a remote position that offers the flexibility of working from home while providing exceptional customer support to brokers, clients, merchants, and financial institutions.
• The ideal candidate will have strong communication skills, a solid understanding of financial products, and a commitment to delivering high-quality service with accuracy and professionalism.

Key Responsibilities:

• Answer incoming calls from brokers, clients, merchants, and financial institutions related to checking accounts, debit cards, ACH transfers, and bill payments.
• Provide top-notch customer service by adhering to required call techniques, ensuring inquiries are handled promptly, courteously, and with a high level of accuracy.
• Collaborate with cross-functional teams to resolve customer issues efficiently and accurately, escalating complex cases as needed.
• Follow general instructions on special assignments while working independently on routine tasks.
• Share knowledge of products and procedures with less experienced team members and assist with follow-up calls as necessary.
• Maintain up-to-date knowledge of company products and services, ensuring the ability to answer customer questions effectively.
• Accurately document customer interactions and issue resolutions in the system for record-keeping and reporting purposes.
  

Qualifications:

• Proven experience in customer service, preferably in the financial services sector (1-3 years).
• Strong understanding of financial products such as checking accounts, debit cards, ACH, and bill payment processes.
• Exceptional verbal and written communication skills with an emphasis on clarity and customer care.
• Ability to work independently in a remote setting while adhering to company guidelines.
• High attention to detail and a strong focus on accuracy when handling transactions and customer inquiries.
• Familiarity with CRM software and basic office programs (Microsoft Office, Google Suite, etc.).
• Ability to remain patient and calm under pressure while solving customer issues.
• Ability to follow general instructions for routine tasks and contribute to special assignments as needed.
  

Preferred Qualifications:

• Experience working remotely or in a virtual team environment.
• Familiarity with financial institutions or previous work experience in a related industry.
• Demonstrated ability to manage time effectively and work under minimal supervision.