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BrightKey · 1 month ago

Call Center Representative (Financial / Accounting Related Services)

Annapolis Junction, MD

Full-time

Onsite

Entry, Mid Level

$18/hr - $21/hr

BrightKey is a growing company seeking to expand its team with a Call Center Representative dedicated to providing exceptional customer service. In this role, you will assist customers with inquiries, resolve issues, and ensure a positive experience while handling financial and accounting-related services.

Call CenterEmail MarketingManagement ConsultingWarehousing

Responsibilities

Answer incoming calls and respond to emails in a timely and professional manner

Assist customers by providing information, resolving issues, and answering inquiries related to memberships, orders, payment processing, and various other areas of support

Maintain a high level of product and service knowledge to effectively support customers

Document all customer interactions and update records accurately in the database

Lockbox processing, payment processing and reconciliation

Providing customers with reports including financial information

Identify and escalate priority issues to the appropriate team members or departments

Follow up with customers to ensure their concerns are resolved to their satisfaction

Qualification

Customer ServiceFinancial ServicesCRM SystemsMicrosoft ExcelAccounts ReceivableCommunication SkillsProblem-SolvingAttention to DetailTeamworkAdaptability

Required

High school diploma or equivalent; associate or bachelor's degree preferred

Experience in a call center or customer service role is ideal

Excellent verbal and written communication skills

Strong problem-solving abilities and attention to detail

Ability to handle a high volume of calls and emails with professionalism and efficiency

Proficient in using computer systems and software applications including MS Office (Outlook and Excel)

Compassionate and empathetic, with a genuine desire to help others

Ability to work independently and as part of a team

Flexible and adaptable to changing priorities and tasks

Preferred

Prior experience in a Call Center environment and excellent customer service skills and experience. Banking or financial services experience is a plus!

Experience with CRM systems such as Salesforce

Financial or banking experience as this position will include payment processing, account reconciliation, lockbox and check processing and related reporting

Strong Microsoft Excel skills

Experience with Accounts Receivable Processing