Customer Intake & Escalations Specialist

TEKsystems

United States

Hybrid

USD 23,000 - 32,000

Full time

9 days ago

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability coverage

Transportation benefits

Job summary

TEKsystems is hiring Customer Intake Representatives in Chandler, AZ for a hybrid role combining in-office training and remote work. You will support internal and external customers with inquiries and complaints regarding financial products and services, conduct investigations, and prepare cases for escalation and resolution.

Daily duties include handling inbound calls from open complaint cases, transferring escalated calls, and creating formal cases when not on the phone.

Qualifications

2+ years of customer service experience handling escalated calls.
1+ years of financial services/banking experience.
Proficiency with MS Office Suite (Word/Outlook/Excel/Teams).
Strong communication skills with ability to de-escalate over the phone.
Excellent written communication and email etiquette.
Ability to follow policies and procedures to perform repetitive tasks.
Solid pipeline and time management to handle multiple complaints in various statuses.

Responsibilities

Handle inbound calls from customers with open and active complaint cases.
Perform inbound warm transfers from other departments to resolve complaints or collect info for formal escalation.
When not on calls, compile and create formal cases for the case workers.