Customer Service Representative

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

Our Client, a Banking organization, is looking for multiple Customer Service Representatives for their Hopewell, NJ location.

Responsibilities

• Provide clear, accurate information regarding retirement accounts, balances, and plan options.
• Walk customers step-by-step through how to execute various account transactions, ensuring seamless processing.
• Complete financial transactions with high accuracy and attention to detail.
• Efficiently toggle between multiple screens and software applications while keeping clients fully engaged on the line.
• Quickly and accurately type detailed call notes and client information into our systems in real time.
• Handle difficult situations with poise and professionalism, turning challenging moments into positive client experiences.
• Handle sensitive and confidential financial information with the utmost responsibility and discretion.

Requirements

• Requirement of 2 or more years of customer service experience
• Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
• Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a Requirement
• Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
• Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
• Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
• Positive attitude that embracing coaching as an opportunity to improvement in current role
• Ability to handle confidential matters and sensitive information in a responsible manner.
• H.S. Diploma or equivalent

Why Should You Apply?

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities

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