Banking Customer Care Specialist

Talentify; Hopewell (NJ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health benefits

Referral program

Excellent growth opportunities

Job summary

Talentify is seeking multiple Customer Service Representatives for our banking client in Hopewell, NJ. You will provide clear information about retirement accounts, balances, and plan options, and guide customers through account transactions with accuracy.

You will handle high call volume, navigate multiple systems, document notes in real time, and maintain confidentiality with professionalism. A HS diploma and 2+ years of experience are required; strong communication and Microsoft Office skills

Qualifications

• 2+ years of customer service experience

Responsibilities

• Provide clear, accurate information regarding retirement accounts, balances, and plan options.
• Walk customers step-by-step through account transactions with accurate processing.
• Complete financial transactions with high accuracy and attention to detail.
• Navigate multiple screens and software applications while engaging the client.
• Type detailed call notes and client information in real time.
• Handle difficult situations with poise and professionalism, de-escalating when needed.
• Maintain confidentiality of sensitive financial information with discretion.

Skills

Customer service

Multitasking

Clear communication

De-escalation

Typing notes

Attention to detail

Education

HS Diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

PowerPoint

Job description

Talentify is seeking multiple Customer Service Representatives for our banking client in Hopewell, NJ. You will provide clear information about retirement accounts, balances, and plan options, and guide customers through account transactions with accuracy.

You will handle high call volume, navigate multiple systems, document notes in real time, and maintain confidentiality with professionalism. A HS diploma and 2+ years of experience are required; strong communication and Microsoft Office skills