Customer Service Representative

Insight Global; Ohio (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Insight Global is seeking a Client First Center Representative for a leading financial services client. This individual will serve as the first point of contact for customers, providing exceptional service through inbound phone calls and digital communication channels.

The ideal candidate will have strong customer service skills, experience in a fast-paced environment, and the ability to resolve concerns with accuracy and professionalism.

Qualifications

• 1+ year of customer service experience.
• Strong verbal and written communication skills.
• Experience handling high-volume inbound calls.
• Ability to multitask and navigate multiple systems while speaking with customers.
• Strong problem-solving and customer service skills.
• Comfortable working in a fast-paced call center environment.
• Ability to research customer accounts and resolve issues independently.
• Basic computer proficiency and ability to learn banking systems.
• Professional demeanor and strong attention to detail.

Responsibilities

• Answer inbound customer inquiries regarding banking products and services.
• Support customers through phone, email, online chat, and digital channels.
• Research customer accounts and resolve issues efficiently.
• Process account maintenance requests and transactions accurately.
• Educate customers on available products and services.
• Identify sales opportunities and refer customers to appropriate banking partners.
• Escalate complex issues to the appropriate internal teams.
• Maintain compliance with bank policies, procedures, and regulatory requirements.
• Document customer interactions and resolutions.
• Strive to achieve first-call resolution and deliver exceptional customer service.

Skills

Customer service experience

Verbal and written communication

High-volume inbound calls

Multitasking across multiple systems

Problem-solving

Fast-paced call center environment

Researching customer accounts

Banking systems knowledge

Attention to detail

Job description

Nice to Have Skills & Experience

• - 1+ year of customer service experience
• - Strong verbal and written communication skills
• - Experience handling high-volume inbound calls
• - Ability to multitask and navigate multiple systems while speaking with customers
• - Strong problem-solving and customer service skills
• - Comfortable working in a fast-paced call center environment
• - Ability to research customer accounts and resolve issues independently
• - Basic computer proficiency and ability to learn banking systems
• - Professional demeanor and strong attention to detail

Job Description

Insight Global is seeking a Client First Center Representative for a leading financial services client. This individual will serve as the first point of contact for customers, providing exceptional service through inbound phone calls and digital communication channels. The ideal candidate will have strong customer service skills, experience working in a fast-paced environment, and the ability to resolve customer concerns while maintaining professionalism and accuracy. This is a great opportunity for someone looking to gain experience within the banking industry while providing meaningful support to customers.

Day-to-Day:

• - Answer inbound customer inquiries regarding banking products and services
• - Support customers through phone, email, online chat, and digital channels
• - Research customer accounts and resolve issues efficiently
• - Process account maintenance requests and transactions accurately
• - Educate customers on available products and services
• - Identify sales opportunities and refer customers to appropriate banking partners
• - Escalate complex issues to the appropriate internal teams
• - Maintain compliance with bank policies, procedures, and regulatory requirements
• - Document customer interactions and resolutions

• - Strive to achieve first-call resolution and deliver exceptional customer service