Financial Customer Service Representative (Hybrid)

Financial Customer Service Representative (Hybrid)

20 Feb 2024
Minnesota, Minnetonka, 55345 Minnetonka USA

Financial Customer Service Representative (Hybrid)

Description:

First two months will be outbound calls to customers. This is scripted. Reaching out to customers to verify and get emails on file. Data entry into Excel spreadsheets.

There’s also normal inbound calls, this is the busy season – TAX TIME.

Typical Call - "Can you tell me what my payoff amount is for my loan?"; the right candidate would take time to investigate and follow up with the customer.

Starting around 15+ calls per day and then moving to performance expectations 20-25 calls per day. Would like to see them in the 30s.

This team takes calls and emails that support the Equipment and Asset Finance Division of the Bank. Inbound Calls, on the phones the majority of the day. Servicing customers that are currently clients.

The Customer Service Specialist position provides "Category of One" customer service at all times. This high volume sales and service position will allow you to engage your customer service skills by delivering prompt and accurate answers to telephone banking customers, as well as promoting self-service options and convenience services. In the Customer Service Associate role you will Provide outstanding service to and builds relationships with over customers every day.

Work individually and as a team to meet and exceed established goals, i.e. call handle time goals, availability goals, customer service performance goals, sales and quality goals. Be responsible for resolving customer complaints and disputes in a timely and professional manner. Maintain up to date knowledge on company products, services, technology, and procedures.

Additional Skills & Qualifications:

Working experience with Excel - data entry into spreadsheets

Minimum of 1 year of customer service experience required

High School Diploma or GED

Preferred Qualifications:

Previous call center or banking experience preferred

Ability to demonstrate professional verbal communication skills.

Ability to quickly resolve complex customer problems using various resources including computer systems, reference materials and multiple screens

Will be responsible for resolving customer complaints and disputes in a timely and professional manner

Ability to use a headset and to sit for long periods of time

Experience with Microsoft Office applications and the Internet

Work Environment

Hybrid work schedule, 3 days onsite after training is completed and computers are received.

Monday through Friday 1st shift, 8am to 5pm.

1 week onsite training and then hybrid. There will be a week onsite training in April as well.

Experience Level:Entry LevelAbout TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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