Financial Products Support Agent

Jobtailor; Virginia Beach (VA); Hybrid; USD 22,000 - 36,000; Full time

Job summary

Liberty is seeking a dedicated Customer Support Associate to deliver first-class service via phone and digital channels. You will verify customers, document incidents, and resolve inquiries while adhering to corporate policies.

The role requires Windows 10/11 fluency, Teams and Chrome usage, a stable internet connection, and the ability to work from the corporate office or remotely on occasion.

Qualifications

• Willingness to learn new computer programs and cloud services.
• Attention to detail.
• Strong verbal, writing, and troubleshooting skills.
• High level of customer service and communication skills.
• Hands-on experience and knowledge of Windows 10.
• Able to quickly adapt to new workflows and projects.
• Fluent in English.
• Capable of working from Liberty’s corporate office.
• Capable of working remotely using your own device during rare situations that Liberty’s office is unavailable.
• Capable of making phone calls using your own device during rare situations that Liberty’s telephony is unavailable.
• Windows 11 computer.
• Ability to run Microsoft Teams and Google Chrome.
• Stable internet connectivity.
• Webcam for web conferencing.
• Headset for web conferencing

Responsibilities

• Deliver outstanding customer service in a timely and professional manner via telephone and electronic communication.
• Respond promptly to customer and/or franchise owners’ inquiries.
• Handle and resolve customer complaints.
• Obtain and evaluate all relevant information to handle inquiries and complaints.
• Perform customer verifications.
• Practice and ensure compliance with all the organization’s policies and procedures.
• Document incidents thoroughly and accurately.
• Report to the Financial Products Support Manager.

Skills

Customer Verification

Incident Documentation

Troubleshooting

Compliance Adherence

Information Evaluation

Attention To Detail

Strong Communication

Willingness To Learn

Tools

Microsoft Teams

Google Chrome

Webcam

Headset

Stable Internet Connectivity

Job description

Responsibilities

• Deliver outstanding customer service in a timely and professional manner via telephone and electronic communication
• Respond promptly to customer and/or franchise owners’ inquiries
• Handle and resolve customer complaints
• Obtain and evaluate all relevant information to handle inquiries and complaints
• Perform customer verifications
• Practice and ensure compliance with all the organization’s policies and procedures
• Document incidents thoroughly and accurately
• Report to the Financial Products Support Manager

Requirements

• Willingness to learn new computer programs and cloud services
• Attention to detail
• Strong verbal, writing, and troubleshooting skills
• High level of customer service and communication skills
• Hands-on experience and knowledge of Windows 10
• Able to quickly adapt to new workflows and projects
• Fluent in English
• Capable of working from Liberty’s corporate office
• Capable of working remotely using your own device during rare situations that the office is unavailable
• Capable of making phone calls using your own device during rare situations that Liberty’s telephony is unavailable
• Windows 11 computer
• Ability to run Microsoft Teams and Google Chrome
• Stable internet connectivity
• Webcam for web conferencing
• Headset for web conferencing

Core Competencies

Demonstrates exceptional customer service and communication skills, with a strong attention to detail and the ability to troubleshoot effectively. Proficient in using Windows 10 and 11, along with cloud services and collaboration tools like Microsoft Teams and Google Chrome.

Highest-signal resume keywords

• Customer Service Excellence
• Verbal And Written Communication Skills
• Windows 10 And 11 Proficiency
• Troubleshooting Skills
• Adaptability To New Workflows

Hard Skills

• Customer Verification
• Incident Documentation
• Troubleshooting
• Compliance Adherence
• Information Evaluation

Soft Skills

• Attention To Detail
• Strong Communication Skills
• Willingness To Learn

Industry Keywords

• Customer Service
• Electronic Communication
• Franchise Support
• Remote Work
• Telephony

Tools & Technologies

• Microsoft Teams
• Google Chrome
• Webcam
• Headset
• Stable Internet Connectivity