Dedicated and knowledgeable customer service professional with extensive experience in the banking/financial services industry. Solid team player with an outgoing and positive demeanor, known for establishing rapport with clients. Motivated by maintaining customer satisfaction and assisting individuals during stressful times. Possesses excellent interpersonal skills and a passion for helping customers in a financial setting. Eager to learn and develop within this environment, bringing a foundational understanding of financial principles and the ability to quickly grasp new systems and processes. Excellent communication and problem-solving skills, ready to use and further develop these skills in a similar role. Passionate about developing relationships, achieving good outcomes, cultivating partnerships, and ultimately achieving success as part of a team.
• Provide personalized customer support for financial inquiries, including payment arrangements and account assistance.
• Support customers facing financial hardship by assessing individual circumstances and offering tailored solutions.
• Handle high-volume inbound and outbound calls, maintaining empathy and professionalism to de-escalate tense situations. (Consistently high marked calls)
• Ensure compliance with financial regulations and company policies during all customer interactions. (Remaining within SLA and following BCOP)
• Utilize internal systems to track case progress, document customer communications, and ensure timely follow-ups.
Creative problem solving
Work well under pressure
Active listening
Critical thinking
Relationship building
Computer proficiency
Call center experience
Documentation
Follow-up skills
Adaptability and flexibility