Customer Service Representative
Teamified
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇰🇷 South Korea
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Respond to customer inquiries regarding financial products, accounts, and transactions via phone, email, or chat.
- Provide accurate and clear explanations of financial processes and policies.
- Resolve customer complaints and issues promptly, ensuring satisfaction and compliance with financial regulations.
- Assist customers with finance-specific needs, including payments, account management, and product recommendations.
- Identify discrepancies in accounts and collaborate with the finance team for resolution.
- Stay updated on company financial products, industry trends, and regulatory requirements.
- Handle escalated issues related to finance with a focus on providing effective and timely solutions.
- Identify recurring issues and recommend process improvements to enhance customer experience.
- Maintain accurate records of customer interactions and financial transactions.
- Prepare reports on common financial inquiries and resolutions to support team improvements.
- Liaise with internal teams, such as finance and compliance, to ensure seamless resolution of complex issues.
- Communicate updates on financial policies or changes to customers and colleagues as needed.
Requirements
- Proven experience in customer service, preferably within the finance or banking industry.
- Strong understanding of financial products, services, and regulations.
- Proficiency in customer service tools, CRM software, and financial systems.
- Exceptional communication, problem-solving, and organizational skills.
- Ability to handle confidential financial information with discretion and professionalism.
- Customer-focused with strong interpersonal skills.
- Analytical and detail-oriented, especially in handling financial matters.
- Ability to manage multiple tasks and work efficiently under pressure.
- Proactive and resourceful in resolving customer inquiries and issues.
- Ability to work in shifts.
Benefits
- Flexibility in work hours and location, with a focus on managing energy rather than time.
- Access to online learning platforms and a budget for professional development
- A collaborative, no-silos environment, encouraging learning and growth across teams
- A dynamic social culture with team lunches, social events, and opportunities for creative input
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial productsfinancial processesaccount managementpaymentsfinancial regulationsdiscrepancy resolutionreport preparationcustomer serviceproblem-solvinganalytical skills
Soft skills
communicationorganizational skillsinterpersonal skillscustomer-focuseddetail-orientedproactiveresourcefulability to handle confidential informationability to manage multiple tasksability to work under pressure