Customer Service Representative - Financial Services

ttg Talent Solutions, Inc.; Miami (FL); Presencial; USD 48.000 - 56.000; Jornada completa

Descripción de la vacante

ttg Talent Solutions, Inc. is seeking a bilingual Customer Service Representative for a financial services contact center in Miami, FL.

This on-site role handles member questions about accounts, transactions, and digital banking, providing accurate information and resolving issues efficiently. The ideal candidate has 1–3 years of financial services customer service experience, strong communication skills, and the ability to work in a high-volume environment.

Formación

• Fluent in English and Spanish; bilingual required.
• HS diploma or equivalent.
• 1–3 years of customer service in financial services.
• Experience with banking products, loans, cards, or digital banking is a plus.
• Ability to handle sensitive financial information with discretion.
• Strong communication and problem-solving skills.

Responsabilidades

• Handle inbound and outbound calls from members and answer questions about accounts, transactions, and products.
• Explain fees, policies, and product details clearly.
• Promote and explain banking services (checking, savings, loans, cards, mortgages, online banking).
• Resolve account issues and research where needed; escalate when necessary.
• Maintain professionalism in a high-volume, on-site contact center environment.

Conocimientos

Bilingual English/Spanish

Customer service

Verbal communication

Problem solving

Financial services knowledge

Educación

High school diploma or equivalent

Descripción del empleo

Customer Service Representative - Financial Services

Member Experience Representative – Financial Services Contact Center
Location: Miami, FL
Work Arrangement: On-Site
Pay Rate: $23.50/hour
Language Requirement: Bilingual English/Spanish – Required
About the Role We are seeking a bilingual Member Experience Representative with previous customer service experience in banking, credit unions, lending, or financial services to join an on-site Contact Center team in Miami.
This is a front-line member service position within a federally insured financial cooperative serving a diverse membership base. You will assist members with questions regarding their accounts, financial products, transactions, and digital banking services while providing accurate information and resolving issues efficiently. Key Responsibilities

• Financial Customer Service & Account Support
  • Handle inbound and outbound calls from current and prospective members.
  • Assist members with questions regarding their accounts, transactions, payments, balances, and financial services.
  • Explain financial products, policies, procedures, fees, and account information clearly and accurately.
  • Support members with products and services such as:
    • Checking and savings/deposit accounts
    • Consumer loans
    • Credit cards
    • Mortgages and home equity products
    • Certificates and retirement accounts
    • Debit and ATM cards
    • Direct deposit and payroll deduction
    • Bill pay and online banking
  • Research and resolve account-related questions or service issues.
  • Escalate complex, sensitive, or higher-risk matters to the appropriate department when necessary.
  • Maintain professionalism and composure when assisting members with sensitive financial concerns.
• Financial Products & Member Solutions
  • Understand each member's financial needs and recommend appropriate products or services.
  • Educate members on available banking, lending, insurance, and digital financial solutions.
  • Identify opportunities to deepen member relationships through consultative, needs-based conversations.
  • Provide accurate information so members can make informed financial decisions.
• Contact Center Performance
  • Meet established individual and team performance expectations.
  • Maintain appropriate call availability, productivity, handle time, and service levels.
  • Document member interactions accurately in internal systems.
  • Manage multiple requests and priorities while maintaining attention to detail and accuracy.
• Compliance & Confidentiality
  • Handle confidential financial and personally identifiable information with a high level of discretion.
  • Follow established identity verification, privacy, security, and internal procedures.
  • Maintain compliance with applicable Bank Secrecy Act (BSA) requirements and complete required training.
  • Follow organizational policies and regulatory requirements when accessing or discussing member accounts.

Required Qualifications

• Bilingual English and Spanish – required.
• High school diploma or equivalent.
• 1–3 years of customer service experience in financial services, preferably within:
  • Banking
  • Credit unions
  • Consumer lending
  • Credit cards
  • Mortgage or loan servicing
  • Financial contact centers
  • Fintech or other financial institutions
• Experience assisting customers with financial accounts, transactions, payments, loans, credit products, or banking services.
• Experience handling sensitive customer and financial information.
• Strong verbal communication skills and the ability to explain financial information clearly.
• Comfortable working in a phone-based, high-volume customer service environment.
• Strong problem-solving skills with the ability to research information and provide accurate answers.

At ttg, “We believe in making a difference, One Person at a Time.”