Customer Service Representatives / Financial Services
About This Gig
Serve as the primary point of contact for inbound customer inquiries via phone, email, or chat, delivering courteous and timely assistance on banking products, account services, and transaction-related issues. Process a high volume of consumer inquiries related to client banking products and services, resolving a targeted percentage of issues at first contact. Troubleshoot customer problems by identifying root causes and utilizing available tools, systems, and knowledge resources to determine appropriate resolutions. Accurately document all customer interactions, case details, and resolutions in the designated CRM/ticketing system in compliance with company and data protection standards. Update and verify customer information, ensuring accurate entry of contact details, account changes, and service requests. Escalate unresolved, complex, or technical issues to the appropriate Product Support department or senior associate within established timeframes. Follow up on escalated issues wi
Skills & Tags
About the Seller
Sutherland
on Himalayas