Financial Customer Service Representative

Talkpush; New Braunfels (TX); Remote; USD 18,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Life and disability insurance

Employee Assistance Program

World class sites

Pet insurance discounts

Free snacks

Job summary

TaskUs is seeking a Financial Customer Service Representative to deliver exceptional service in an inbound contact center. You will assist customers with account inquiries, digital self-service tools, and online banking issues, ensuring quick resolutions.

This role supports customers remotely within 60 miles of Brownsville or New Braunfels, TX, with a pay rate of $16 per hour. Strong communication and problem-solving skills are essential, along with banking experience and reliable home workspace.

Qualifications

• High School Diploma or equivalent required.
• 6 months in a digital service or customer support role.
• Banking experience is required.
• Proficient with standard software applications such as Microsoft Office.

Responsibilities

• Respond to inquiries via voice, email, chat and digital channels.
• Educate customers on digital self-service tools and troubleshooting.
• Identify customer needs and propose financial solutions.
• Aim for First-Contact Resolution while maintaining quality and productivity.
• Collaborate with teams and adhere to schedule, attendance and compliance.

Skills

Communication skills

Problem solving

Critical thinking

Analytical thinking

Self-motivated

Education

High school diploma

Tools

Microsoft Office

Job description

Location: Remote within 60 miles of Brownsville TX or New Braunfels TX

Pay: $16/hr

As a Financial Customer Service Representative, you will deliver exceptional customer service experiences within an inbound contact center environment. You will provide assistance, in-depth troubleshooting, and decision-making support to ensure quick and accurate resolutions for customers regarding their financial self-service tools and account inquiries.

Key Responsibilities

Respond to customer inquiries via voice, email, chat, and digital channels regarding account details, product offerings, and general questions using established communication models.

Educate customers on digital self-service tools and assist with troubleshooting online banking, bill payment services, and mobile applications.

Proactively identify customer needs to recommend relevant financial solutions and services that add value to their lives.

Consistently strive for First-Contact Resolution (FCR) while maintaining high-quality work, efficiency, and productivity standards.

Build collaborative relationships across teams and maintain strict adherence to schedule, attendance, and regulatory compliance standards.

Minimum Qualifications

Education: High School Diploma or equivalent combination of education and experience. Additional technical support or mobile banking troubleshooting experience is preferred.

Experience:

Previous customer service experience required.

Previous banking experience is required.

Minimum of 6 months in a digital service or customer support role required.

Knowledge, Skills, and Abilities

Proficiency with standard software applications, including Microsoft Office suite.

Excellent critical thinking, analytical, and problem-solving skills.

Strong verbal and written communication skills with a passion for helping people.

Self-motivated, organized, and adaptable to learning evolving trends in digital financial services.

Work Environment & Physical Demands

Must have a quiet, private and secure space at home away from others.

Ability to sit, and view computer monitors for extended periods.

Disclaimer

Our system requires candidates to apply only within their current state or country of residence. If you don't see the perfect fit in your area just yet, we kindly ask that you explore our other openings to find an offer that aligns specifically with your region. Thank you for helping us keep our process organized and accurate! While we welcome applications across the United States, please note that we are not hiring in the state of Illinois at this time. If you are located in Illinois, we encourage you to check back in the future or explore our openings tailored to other regions. Thank you for your understanding!

Health insurance

Comprehensive Plans: robust medical, dental, and vision plans, preventive care, and employer HSA contributions to help keep your healthcare costs low.

Paid time off

20 days + national holidays.

Life and Disability Insurance

Company-paid life and disability insurance to protect you and your loved ones

Employee Assistance Program

We offer free confidential counseling, legal support, premium wellness apps, and flexible spending accounts to simplify your day-to-day life.

Much More

offering extras like pet insurance discounts, free medical second-opinion services, and tailored voluntary coverage options.

World Class Sites

Facilities is built for you to thrive, not just work. We have gaming consoles and recreational hubs to help you unwind and connect with teammates, quiet rooms and nap zones if you need to recharge, and fully stocked pantries with free snacks to fuel your day. These aren't just office perks; they are part of our people-first culture

About TaskUs

Greatness starts hereWith state-of-the-arts workspaces, outstanding benefits and some of the best teammates in the world — we put our frontline first, period. No matter where you are in the world, we’re committed to investing in your career and future.