Watercress Financial · 3 weeks ago
Financial Customer Service Representative
West Des Moines, IA
Full-time
Onsite
Entry, Mid Level
$22/hr - $22/hr
2+ years expWATERCRESS FINANCIAL GROUP LLC is seeking a skilled Customer Service Representative to join their team. The role involves providing comprehensive customer service in a call center environment, handling inquiries related to financial products and services, and ensuring customer satisfaction through effective communication and problem resolution.
FinanceFinancial ServicesPersonal Finance
Responsibilities
Provide account level information to customers including but not limited to account balances, payment histories, payment setup and payoff requests
Field phone calls, emails, and chat requests
Handle incoming correspondence including calls, emails, and chats in an efficient manner in order to meet performance standards
Research account discrepancies including payment research
Stay informed of any changes to policies and procedures
Provide timely resolution of customer complaints, concerns, and inquiries
Demonstrate the 3 Ps of customer service: Professionalism, Patience and have a “People-First” Attitude
Demonstrate a willingness to work flexible schedules, weekends, and holidays as necessary in order to meet business needs
Qualification
Required
High school diploma or equivalent
A minimum of 2 years' experience in Customer Service
Knowledge and experience in a call center environment
Knowledge of the credit and financial industry
Excellent customer service focus
Excellent verbal and written communication skills
Excellent interpersonal, negotiation, and conflict resolution skills
Ability to prioritize tasks
Ability to act with integrity, professionalism, and confidentiality
Strong communication skills- both written and verbal
Superior time management and organizational skills
Ability to work independently and within a team
Proficient with Microsoft Office Suite or related software
Preferred
Associate or Bachelor's degree in related or comparable field
Bilingual
Benefits
Up to 7.5% monthly incentive pay after first 90 days
Company
Watercress Financial
Watercress Financial provides home financing for contractors and homeowners.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Stiglich
Senior Vice President, Channel Partnerships
Bob Hughes
CIO
Recent News
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Business Wire
2023-03-31
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