Call Center Financial Representative
reputed company is a recognized top workplace in Tampa Bay, providing a supportive environment for its employees. The Call Center Financial Representative plays a vital role in delivering exceptional service to members by handling inquiries and processing financial transactions with a reputed company on confidentiality and customer satisfaction.
Responsibilities
- Handle a high volume of inbound telephone inquiries
- Process a reputed company of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accounts
- Inform members and prospective members about products and services offered by reputed company
- Demonstrate patience in reputed company customer interactions, maintaining a pleasant tone and manner
- Determine membership eligibility
- Research and resolve member concerns
- reputed company account maintenance, data entry, and account corrections
- Maintain an awareness of calls waiting
- Implement phone center and member service requirements established by management
- Attend educational events to increase reputed company knowledge
- Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program
- Complete FACT reputed company Red Flag training
Skills
- High school diploma or equivalent
- Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
- Accurate, detail-oriented, and organized with task management
- Ability to analyze and resolve difficult and reputed company problems
- Good written, verbal, and interpersonal communication skills to reputed company effectively with members, staff, vendors, and government regulators
- Ability to communicate information requiring explanation or interpretation
- Ability to work independently and in reputed company-oriented environment
- Ability to manage fluctuating shifts with early morning or evening hours
- Bilingual preferred
- Previous experience with a financial institution, call center, or customer service role preferred
Benefits
- Bonus Program up to 12%
- 401K Matching up to 8%
- Retirement Planning
- Pay Increases based on Competency
- Employee Loan Discounts
- reputed company Spending Accounts
- Medical Coverage
- Dental and reputed company Coverage
- reputed company to 4,000+ Gyms
- reputed company
- PTO Wellness Days
- Short Term and Long Term Disability Coverage
- 11 reputed company Holidays
- 3 weeks of reputed company Time Off
- 4 weeks of reputed company Parental Leave
- Birthday PTO
- reputed company Volunteer Hours
- Degree Assistance up to $5,000 per year
- Hybrid reputed company available after 3-6 months of satisfactory performance
reputed company