Financial Representative

Russell Tobin; Columbus (OH); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Healthcare coverage

Dental and vision plans

401(k) retirement savings

Life & disability insurance

Employee discounts

Job summary

Russell Tobin is hiring a Financial Representative in Columbus, OH. The role handles inbound calls for customer inquiries and account support, with pay rate of $17–$19/hour W2, depending on experience.

Contract duration ranges from 6 to 12 months with potential full-time conversion based on performance and availability. The ideal candidate has 6 months to 2 years of relevant experience, preferably with a background in banking or financial services, and strong communication and problem-solving

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, or related field preferred.
• 6 months to 2 years of relevant experience; internships may be considered.
• Recent graduates encouraged to apply.
• Experience in banking, financial services, or customer support preferred.
• Previous contact center experience preferred.
• Strong communication, problem-solving, and organizational skills.
• Ability to meet established performance metrics and deadlines.

Responsibilities

• Handle incoming calls related to customer inquiries and account support.
• Provide accurate and efficient responses while meeting department performance metrics.
• Troubleshoot and resolve customer concerns while ensuring a positive experience.
• Maintain detailed records of customer interactions and transactions.
• Follow procedures and workflows when addressing inquiries.
• Identify and elevate complex customer concerns to the appropriate team.
• Manage multiple interactions in a fast-paced, high-volume environment.
• Communicate professionally with customers throughout each interaction.

Skills

Communication skills

Problem solving

Organizational skills

Customer service

Attention to detail

Teamwork

Education

Bachelor’s degree preferred

Job description

Our client, a leading financial services organization, is looking to hire a Financial Representative in Columbus, OH.

Pay Rate Range: $17–$19/hour W2, depending on experience

Responsibilities:

• Handle incoming calls related to customer inquiries and account support.
• Provide accurate and efficient responses while meeting established department performance metrics.
• Troubleshoot and resolve customer concerns while ensuring a positive customer experience.
• Maintain detailed and accurate records of customer interactions and transactions.
• Follow established procedures and workflows when addressing customer inquiries.
• Identify and elevate complex customer concerns to the appropriate team when necessary.
• Manage multiple customer interactions and priorities in a fast-paced, high-volume environment.
• Communicate professionally and effectively with customers throughout each interaction.

Requirements:

• 6 months to 2 years of relevant experience; internships may be considered.
• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field is preferred.
• Recent graduates are encouraged to apply.
• Experience or internship in banking, financial services, or customer support is highly preferred.
• Previous contact center experience is preferred.
• Strong communication, problem-solving, and organizational skills.
• Strong customer-service orientation and ability to maintain professionalism during customer interactions.
• Excellent attention to detail and commitment to accuracy.
• Ability to work efficiently in a fast-paced, team-oriented environment.
• Ability to meet established performance metrics and deadlines.
• Contract duration of 6–12 months with potential for full-time conversion based on performance and position availability.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates**:** Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.