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TaskUs

Financial Customer Service Representative

TaskUs

. Create exceptional member service experiences in an Inbound Call Center setting .

Posted 5/7/2026full-timeRemote • Texas • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact
  • Create exceptional member service experiences in an Inbound Call Center setting
  • Maintain a professional demeanor while troubleshooting and providing decision-making support
  • Ensure quick and accurate resolutions for members and prospective members regarding their financial well-being

Requirements

What you’ll need
  • High School Diploma or equivalent mix of education and experience
  • Previous customer service experience required
  • Six months as Member Care Representative 1 or previous Digital Services experience required
  • Additional training or experience with technical support or troubleshooting online and mobile banking issues is preferred
  • Call Center or Banking experience is a plus

Benefits

Comp & perks
  • Competitive industry salaries
  • Comprehensive benefits packages
  • Commitment to a People First culture
  • Internal mobility and professional growth opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
troubleshootingtechnical supportonline bankingmobile banking
Soft Skills
customer servicedecision-makingprofessional demeanorproblem-solving
Certifications
High School Diploma