Job Description
- The position is Onsite (No Work from Home).
- Banking / Financial experience is a Must.
- Bilingual in Spanish is preferred.
- Customer support via telephone interactions in a call center-like setting, with assigned work pipeline and SLAs for contact and processing.
- The candidate will answer escalated customer complaints inbound and outbound calls from customers as well as internal partners.
- Will be required to utilize a PC and various internal systems to conduct all related processing and data entry work.
- Ability to adhere to due dates, schedules, and ability to interpret customer data.
- Position: Customer Service Associate(Bilingual in Spanish is preferred) & Research & Remediation Associate (Bilingual in Spanish is preferred)
- Industry: Banking/Financial Services
- Job duration: 6 months
- Location: San Antonio, TX 78251 OR St Louis Park, MN 55416 OR Salt Lake City, UT 84116 (Onsite)
- Training: 8 AM - 4:30 PM – Monday - Friday
- Shift: 7:30 AM - 4:30 PM OR 7 AM - 4 PM OR 8 AM - 5 PM – Monday to Friday
- Pay Rate: $21/hour
- Contribute to the resolution of sensitive customer inquiries and complaints telephonically.
- Partner with management and other internal partners to resolve issues/complaints.
- Determine the appropriate course of action and document all phone interactions as well as the outcome of the resolution in the system of record.
- Provide support to internal and external customers in account management, operations, documentation, and technical support.
- Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with a narrower impact.
- Receive direction from managers and exercise judgment within defined parameters while developing an understanding of the related policies, procedures, or compliance requirements.
- Act as a primary support person for the customer and internal partners supporting Customer Services.
- Provide information to managers as well as internal and external customers to resolve customer issues.
- 2+ years of Customer Service experience with strong verbal and written communication skills.
- Bilingual in Spanish is preferred.
- Knowledge and understanding of the financial services industry: compliance, regulatory, fraud, customer de-escalation, or legal operations.
- Experience resolving and working through escalated and complex customer issues.
- Experience interacting positively with difficult or irate customers.
- Knowledge of Claims, Payments Processing, and Tax Documents (W2, W4, W8, W9, 1099, Bankruptcy) is preferred.
- Strong research, remediation, and documentation skills.