Financial Customer Service Rep
- Employer
- Aerotek
- Location
- Saint Paul
- Salary
- Competitive
View more
- Industry
- Financial Services and Banking
- Role
- Customer Service
- Job Type
- Long-Term
- Hours
- Full Time
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**Description:**
This is a call center environment where they will be handling inbound phone calls from members regarding their loan applications, loan rates, loan balances, transfer requests and other account information or updates. They will handle anywhere from 50-70 phone calls in a day and must be comfortable being on the phones throughout the day. They are expected to communicate with applicants whether they meet the standards for the loan applications or not. They will help in educating the applicant on next steps and provide alternate options for them.
Answer member calls regarding balance inquiries, withdrawals, transfer requests, debit card transactions, etc.
Assist members with certificate of deposit requests, rate information, maturity options, etc.
Sell and Cross-sell Credit Union products on a regular basis and have a good overall knowledge of all products, services and systems.
Refer members to appropriate departments when necessary, for loan applications, new member applications or new services.
**Skills:**
Customer service, Call Center, banking, Phone banking, Financial services, Finance, Banking, Call center customer service, Call center experience, Wells Fargo, US Bank, CBRE, Administrative support, Receptionist customer service, Customer relations, Financial aid, Collections customer service
**Top Skills Details:**
Customer service
phone banking
call center
**Additional Skills & Qualifications:**
Must have:
High school diploma / GED required
1+ years of professional customer service within a call center or banking experience
Preferred:
4 year degree
Banking expierence
**Experience Level:**
Entry Level
**About Aerotek:**
We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing?? Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
This is a call center environment where they will be handling inbound phone calls from members regarding their loan applications, loan rates, loan balances, transfer requests and other account information or updates. They will handle anywhere from 50-70 phone calls in a day and must be comfortable being on the phones throughout the day. They are expected to communicate with applicants whether they meet the standards for the loan applications or not. They will help in educating the applicant on next steps and provide alternate options for them.
Answer member calls regarding balance inquiries, withdrawals, transfer requests, debit card transactions, etc.
Assist members with certificate of deposit requests, rate information, maturity options, etc.
Sell and Cross-sell Credit Union products on a regular basis and have a good overall knowledge of all products, services and systems.
Refer members to appropriate departments when necessary, for loan applications, new member applications or new services.
**Skills:**
Customer service, Call Center, banking, Phone banking, Financial services, Finance, Banking, Call center customer service, Call center experience, Wells Fargo, US Bank, CBRE, Administrative support, Receptionist customer service, Customer relations, Financial aid, Collections customer service
**Top Skills Details:**
Customer service
phone banking
call center
**Additional Skills & Qualifications:**
Must have:
High school diploma / GED required
1+ years of professional customer service within a call center or banking experience
Preferred:
4 year degree
Banking expierence
**Experience Level:**
Entry Level
**About Aerotek:**
We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing?? Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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