Onsite Financial Services Customer Care Pro

TTEC

United States

On-site

USD 22,000 - 31,000

Full time

5 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Performance bonus opportunities
Health and wellness incentives
PTO and tuition reimbursement

Job summary

TTEC is seeking a Customer Service Representative in Charlotte, NC to help customers with online banking needs, provide white-glove support, and guide them through product information with a friendly, solution-oriented approach.

You will use multiple systems, document steps, and meet performance metrics while contributing to process improvements. TTEC offers career development, an inclusive culture, and a global team that values humanity in the customer experience.

Qualifications

  • 1 year of customer service experience.
  • High school diploma or equivalent.
  • Recognize, apply and explain product or service knowledge.
  • Computer experience.
  • Proficient with Microsoft Suite (Word, Excel, PowerPoint, and Outlook).

Responsibilities

  • Answer questions about products via phone while providing website navigation support and assisting with the application process.
  • Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request.
  • Meet established goals for all performance metrics including call quality, productivity, and schedule adherence.
  • Participate in projects or process improvements to drive operational excellence.

Skills

Customer service
Computer experience
Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

TTEC is seeking a Customer Service Representative in Charlotte, NC to help customers with online banking needs, provide white-glove support, and guide them through product information with a friendly, solution-oriented approach.

You will use multiple systems, document steps, and meet performance metrics while contributing to process improvements. TTEC offers career development, an inclusive culture, and a global team that values humanity in the customer experience.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

White-Glove Financial Services CSR Onsite Charlotte, $19/hr
White-Glove Financial Services CSR Onsite Charlotte, $19/hr

TTEC • Charlotte (NC)

On-site
USD 22,000 - 31,000
Health benefits
PTO
Tuition reimbursement
+1
Customer Service Representative – Financial Services
Customer Service Representative – Financial Services

TTEC • United States

On-site
USD 22,000 - 31,000
Performance bonus opportunities
Health and wellness incentives
PTO and tuition reimbursement
Customer Service Representative – Financial Services
Customer Service Representative – Financial Services

TTEC • Charlotte (NC)

On-site
USD 22,000 - 31,000
Health benefits
PTO
Tuition reimbursement
+1
Fraud Prevention Specialist - Onsite Charlotte
Fraud Prevention Specialist - Onsite Charlotte

TTEC • United States

On-site
USD 24,000 - 34,000
Health insurance
PTO (Paid Time Off)
Tuition reimbursement
+1
Fraud Detection Specialist - Onsite Charlotte
Fraud Detection Specialist - Onsite Charlotte

TTEC • Charlotte (NC)

On-site
USD 26,000 - 34,000
Health benefits
Tuition reimbursement
Wellness incentives
Fraud Detections Representative
Fraud Detections Representative

TTEC • United States

On-site
USD 24,000 - 34,000
Health insurance
PTO (Paid Time Off)
Tuition reimbursement
+1
Customer Service Specialist — Financial Solutions
Customer Service Specialist — Financial Solutions

PLS • Charlotte (NC)

On-site
USD 30,000 - 40,000
Medical, dental, and vision insurance
401(k)
Vacation
+2
Call Center Representative - Banking and Finance
Call Center Representative - Banking and Finance

Russell Tobin • Charlotte (NC)

On-site
USD 27,552 - 27,937
Comprehensive healthcare coverage
401(k) retirement savings
Employee assistance program
+1
Remote Bilingual Healthcare Customer Care — Spanish/English
Remote Bilingual Healthcare Customer Care — Spanish/English

TTEC • Greensboro (NC)

On-site
USD 23,000 - 28,000
Health benefits
Tuition reimbursement
PTO
Financial Services Call Center Specialist
Financial Services Call Center Specialist

Russell Tobin • Charlotte (NC)

On-site
USD 27,552 - 27,937
Comprehensive healthcare coverage
401(k) retirement savings
Employee assistance program
+1