Customer Service Representative – Financial Services jobs in United States
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TTEC · 2 weeks ago

Customer Service Representative – Financial Services

TTEC is an award-winning company focused on providing exceptional customer experiences. As a Customer Service Representative in Financial Services, you will offer white glove support to customers, assisting them with online banking needs and ensuring a positive customer experience.

ConsultingInformation TechnologyOpen SourceOutsourcingSoftwareWealth Management

Responsibilities

Answer questions about products via phone while providing website navigation support and assisting with the application process
Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
Participate in projects or process improvements to drive operational excellence

Qualification

Customer service experienceProduct knowledgeComputer experienceMicrosoft SuiteCommunication skills

Required

1 year of customer service experience
High school diploma or equivalent
Recognize, apply and explain your product or service knowledge
Computer experience
Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)

Benefits

PTO
Tuition reimbursement
Health and wellness incentives

Company

TTEC is one of the technology and services innovators that provides end-to-end, digital CX solutions.

Funding

Current Stage
Public Company
Total Funding
$1.61B
2021-11-23Post Ipo Debt· $1.5B
2019-12-06Post Ipo Equity· $110M
1996-08-09IPO

Leadership Team

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Kenneth I. Tuchman
Chairman and CEO
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Judi Hand
Chief Revenue Officer
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Company data provided by crunchbase