Join TEKsystems as an Inbound Financial Services Representative II, where you'll deliver exceptional customer service and guide clients through their digital banking needs. Leverage your digital banking expertise to resolve issues and promote financial wellness in a dynamic, fully remote environment.
Key Responsibilities
Answer inbound calls and assist clients with account inquiries and transactions
Build relationships and offer tailored financial advice
Identify issues and provide effective solutions
Educate clients on financial products
Guide clients through digital banking features
Refer clients to internal specialists when needed
Required Qualifications
Prior experience with digital banking platforms
Strong communication skills
Customer service excellence
Adaptability in a fast-paced environment
Strong interpersonal skills
Problem-solving mindset
Preferred Qualifications
Bachelor’s degree
Experience in a call center or help desk environment
Proficiency with Microsoft Office and CRM tools
Benefits & Perks
Medical, dental & visionCritical Illness and Accident coverage401(k) Retirement PlanLife InsuranceShort and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime Off/Leave (PTO, Vacation or Sick Leave)