Financial Service Trainee - Albuquerque, NM - Customer Service
About the position
In this exciting, fast-paced position, you will be responsible for providing remarkable customer service on behalf of Credit Unions/Banks nationwide by handling primarily inbound calls, as well as occasionally returning messages left by members/customers requesting a call back. You will service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms. You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour. You will also provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need.
Responsibilities
Provide remarkable customer service on behalf of Credit Unions/Banks nationwide.
,
Handle primarily inbound calls and occasionally return messages left by members/customers.
,
Service banking transactions by accessing sensitive information and completing transactions.
,
ID verify every caller for fraud prevention.
,
Answer and resolve various banking inquiries.
,
Provide Product and Service Education to members/customers.
,
Meet performance metrics including talk time, chat time, and quality review scores.
Requirements
High school diploma or GED.
,
Experience with general banking knowledge/terminology and banking platforms preferred.
,
Proficient typing, listening, computer, and reading skills.
,
Exceptional attendance record.
,
Ability to navigate through several computer programs simultaneously.
,
Excellent problem-solving skills.
,
Ability to manage emotions and stress while providing excellent customer service.
Nice-to-haves
Bilingual (Spanish) skills for additional shift differential.
,
Experience in a fast-paced customer service environment.
Benefits
Paid Training
,
Shift Differentials ($2-$5 an hour) for hours worked in the evenings, weekends and observed holidays
,
Relaxed dress environment
,
Generous Paid Time Off
,
Year-round employee appreciation events and online recognition award program
,
Free Coffee at all LSI facility locations
,
Medical, Dental and Vision Insurance for Full and Part-time employees (+30 hrs/wk)
,
Life and Disability Insurance
,
Pet Insurance
,
Paid Volunteer Time Off
,
Educational Assistance and Employee-Assistance-Program
,
401k match
,
Growth opportunities - 90% of leadership positions are filled from within
Apply Now
In this exciting, fast-paced position, you will be responsible for providing remarkable customer service on behalf of Credit Unions/Banks nationwide by handling primarily inbound calls, as well as occasionally returning messages left by members/customers requesting a call back. You will service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms. You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour. You will also provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need.
Responsibilities
Provide remarkable customer service on behalf of Credit Unions/Banks nationwide.
,
Handle primarily inbound calls and occasionally return messages left by members/customers.
,
Service banking transactions by accessing sensitive information and completing transactions.
,
ID verify every caller for fraud prevention.
,
Answer and resolve various banking inquiries.
,
Provide Product and Service Education to members/customers.
,
Meet performance metrics including talk time, chat time, and quality review scores.
Requirements
High school diploma or GED.
,
Experience with general banking knowledge/terminology and banking platforms preferred.
,
Proficient typing, listening, computer, and reading skills.
,
Exceptional attendance record.
,
Ability to navigate through several computer programs simultaneously.
,
Excellent problem-solving skills.
,
Ability to manage emotions and stress while providing excellent customer service.
Nice-to-haves
Bilingual (Spanish) skills for additional shift differential.
,
Experience in a fast-paced customer service environment.
Benefits
Paid Training
,
Shift Differentials ($2-$5 an hour) for hours worked in the evenings, weekends and observed holidays
,
Relaxed dress environment
,
Generous Paid Time Off
,
Year-round employee appreciation events and online recognition award program
,
Free Coffee at all LSI facility locations
,
Medical, Dental and Vision Insurance for Full and Part-time employees (+30 hrs/wk)
,
Life and Disability Insurance
,
Pet Insurance
,
Paid Volunteer Time Off
,
Educational Assistance and Employee-Assistance-Program
,
401k match
,
Growth opportunities - 90% of leadership positions are filled from within
Apply Now