Customer Service Representative

GetJobSmart; Tampa (FL); On-site; USD 50,000 - 67,000; Full time

Job summary

Beacon National Group in Tampa, FL is hiring a full-time Customer Service Representative to handle customer inquiries, resolve issues, and assist with account management.

You will maintain customer records, process transactions, and support loan applications while delivering excellent service to clients in a fast-paced environment.

Qualifications

• High school diploma or equivalent.
• 1-3 years of experience in customer service, preferably in the financial services industry.
• Excellent communication and interpersonal skills.
• Strong problem-solving and decision‑making abilities.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to work in a fast‑paced environment and meet tight deadlines.
• Knowledge of financial products and services is a plus.
• Valid driver's license and reliable transportation.

Responsibilities

• Answer customer inquiries and resolve issues related to financial products and services.
• Process customer transactions, including account openings, closings, and updates.
• Maintain accurate and up-to-date customer records.
• Assist customers with loan applications and approvals.
• Provide exceptional customer service, ensuring high satisfaction ratings.
• Stay informed about company policies and procedures to provide accurate information to customers.
• Collaborate with the sales and operations teams to ensure smooth customer interactions.
• Monitor customer satisfaction metrics and provide feedback to improve service quality.

Skills

Communication skills

Interpersonal skills

Problem solving

Decision making

Education

High school diploma

Tools

Excel

Microsoft Office

Job description

Beacon National Group, a financial services company in Tampa, FL, seeks a Customer Service Representative for a full-time position. You'll handle customer interactions professionally and efficiently.

Your daily tasks include responding to customer inquiries, resolving issues, and providing excellent service. You'll also assist with account management and maintain customer records.

You’ll work in a collaborative environment with a team of customer service professionals in Tampa, FL. The workplace is known for valuing contributions and offering rewards.

The salary range for this position is between $50,000 and $67,404 per year, providing a competitive base pay that can vary depending on factors such as experience, location, and performance. In addition to the base salary, employees are eligible for comprehensive benefits, including health insurance that covers a wide range of medical services, a retirement plan with employer contributions to help employees save for their future, and paid time off for vacations, sick days, and holidays. These benefits are designed to support the overall well‑being and financial security of employees, fostering a healthy work‑life balance and promoting long‑term job satisfaction.

You should have excellent communication skills and a strong customer service orientation, enabling you to effectively interact with clients, understand their needs, and provide tailored solutions. Experience in financial services or customer service is preferred, as it demonstrates your ability to handle complex financial products and provide exceptional customer support. This background would allow you to contribute to the team's success by delivering high‑quality service and building strong client relationships.

Responsibilities:

• Answer customer inquiries and resolve issues related to financial products and services.
• Process customer transactions, including account openings, closings, and updates.
• Maintain accurate and up-to-date customer records.
• Assist customers with loan applications and approvals.
• Provide exceptional customer service, ensuring high satisfaction ratings.
• Stay informed about company policies and procedures to provide accurate information to customers.
• Collaborate with the sales and operations teams to ensure smooth customer interactions.
• Monitor customer satisfaction metrics and provide feedback to improve service quality.

Qualifications:

• High school diploma or equivalent.
• 1-3 years of experience in customer service, preferably in the financial services industry.
• Excellent communication and interpersonal skills.
• Strong problem-solving and decision‑making abilities.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to work in a fast‑paced environment and meet tight deadlines.
• Knowledge of financial products and services is a plus.
• Valid driver's license and reliable transportation.