Customer Service Representatives- Financial jobs in United States
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Sutherland · 1 day ago

Customer Service Representatives- Financial

Sutherland is a dynamic financial services company seeking enthusiastic customer service representatives to join their team in Tulsa, OK. The role involves providing customer support through various channels, resolving inquiries related to banking products and services, and ensuring customer satisfaction while maintaining quality standards.

AnalyticsArtificial Intelligence (AI)ConsultingInformation ServicesInformation TechnologyOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Provide customer support by phone, email or instant message to consumers. Serves as primary contact for inbound customer issues
Escalate more technical product-related issues to proper product support department
Process a high volume of consumer inquiries about banking products and services and resolves a targeted percentage of those inquiries
Troubleshoot customer issues, identifies root cause of the issue and uses tools and resources to determine how to resolve the customer issues
When unable to resolve problems in a reasonable amount of time, will escalate to appropriate resource. Follows up on escalated issues with coaching and mentoring to learn appropriate solutions and expand overall knowledge
Track and document inbound support requests and ensures proper notation of customer issues
Update customer information and ensures accurate entry of contact information
Meet standards of job, such as quality standards, adherence to schedule and average handle time
May provide guidance and/or mentoring to less experienced peers
Other related duties assigned as needed

Qualification

Call center experienceCustomer service experienceProduct knowledgeComputer navigation skillsCommunication skillsPeople skillsIndependenceTeamwork

Required

High school diploma or GED
At least one year of call center experience
At least one year of customer service experience
Knowledge of the company's products, services and business operations to enable resolution of customer inquiries
Excellent customer service skills that build high levels of customer satisfaction
Excellent verbal and written communication skills
Computer navigation and operation skills
Demonstrates effective people skills and sensitivities when dealing with others
Ability to work both independently and in a team environment

Benefits

Competitive pay, generous flexible vacation policy, and 401k
Paid training, coaching, development and career planning
Medical, dental, and vision benefits; EAP, health and wellness programs, and more
Tremendous development & advancement opportunities – 80% of our frontline leaders have been promoted!
Employee Discounts
EAP & Health and Wellness programs including a personal trainer dedicated to Sutherland

Company

Sutherland

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Sutherland is a digital transformation company that provides business process and technology management services.

H1B Sponsorship

Sutherland has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2023 (1)
2022 (5)
2021 (7)
2020 (3)

Funding

Current Stage
Late Stage
Total Funding
$330M
Key Investors
TPGOak Investment Partners
2014-10-15Secondary Market· $300M
2004-03-23Private Equity· $30M

Leadership Team

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James S. Lusk
Executive Vice President and CFO
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Robert Moore
Vice President - Transition and Transformation
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Company data provided by crunchbase