Customer Service Representative Financial Account
Full-time
Gratitude Jobs Ahead HR Inc
Job responsibilities:
Customer interaction (voice / chat / email)
- Handle high-volume inbound and outbound customer contacts professionally.
- Respond to inquiries about balances, recent transactions, statements, and services.
Disputes & fraud handling
- Log transaction disputes and unauthorized activity reports.
- Place temporary holds or blocks as per process guidelines.
- Escalate suspected fraud cases to risk/fraud investigation team.
Complaint management
- Investigate customer complaints and provide first-level resolution.
- Follow escalation matrix for complex or sensitive cases.
Documentation & compliance
- Accurately document all interactions in CRM tools.
- Follow client process guidelines and quality standards.
- Maintain strict confidentiality of customer financial data.
- Adhere to regulatory, compliance, and data-protection policies.
Team & process responsibilities
- Participate in training, refreshers, and calibration sessions.
- Stay updated on client policies, process changes, and product updates.
- Support team goals and maintain professional work ethics.
Qualifications:
- HS Grad + 1 Yr Financial b/g
- Amenable to work onsite
Vacancy posted more than 2 months ago
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