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About TaskUs : TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands.
Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, FinTech, and HealthTech.
The People First culture at TaskUs has enabled the company to expand its workforce to approximately 45,000 employees globally.
Presently, we have a presence in twenty-three locations across twelve countries, which include the Philippines, India, and the United States.
It started with one ridiculously good idea to create a different breed of Business Processing Outsourcing (BPO)! We at TaskUs understand that achieving growth for our partners requires a culture of constant motion, exploring new technologies, being ready to handle any challenge at a moment’s notice, and mastering consistency in an ever-changing world.
What We Offer : At TaskUs, we prioritize our employees' well-being by offering competitive industry salaries and comprehensive benefits packages.
Our commitment to a People First culture is reflected in the various departments we have established, including Total Rewards, Wellness, HR, and Diversity.
We take pride in our inclusive environment and positive impact on the community. Moreover, we actively encourage internal mobility and professional growth at all stages of an employee's career within TaskUs.
Join our team today and experience firsthand our dedication to supporting People First.
What does a Financial Customer Service Representative really do?
Think of yourself as someone who will be the first point of contact owning and solving customer issues from start to finish, so not everyone can qualify for this role.
We make sure we hire the best of the best, after all, we are a ridiculously good company so we make sure our employees are top-notch.
So come on, now we need your full concentration because it’s time to imagine what it’s like being a Financial Customer Service Representative.
As a Financial Customer Service Representative
In an Inbound Call Center setting, the Digital Service & Support Representative will create exceptional member service experiences by maintaining a professional demeanor and delivering world class service to our members.
Provides assistance and in depth trouble shooting, decision making support, and ensures quick and accurate resolutions for members and prospective members regarding their financial well-being.
Do you have what it takes to be a Financial Customer Service Representative ?
Essential Duties and Responsibilities :
Minimum Qualifications :
Education, Experience, Knowledge, Skills, and Abilities)
Education
High School Diploma or equivalent mix of education and experience is required. Additional training or experience with technical support or troubleshooting online and mobile banking issues is preferred.
Experience
Previous customer service experience required. Call Center or Banking experience is a plus.
Six months as Member Care Representative 1 or previous Digital Services experience required.
Knowledge, Skills, and Abilities
About Us :
We are a collective of highly capable humans, who understand how to deploy technology and data to best serve your purpose.
From Digital CX to Content Security, AI Operations, Consulting, and anything in between, we consider ourselves responsible for protecting our partners’ interests and supporting their long-term success through innovation and technology powered by ridiculously smart people.
In addition to our truly #Ridiculous culture, you’ll enjoy benefits like :
TaskUs partners with the world’s most innovative and disruptive brands to protect what matters most and to thrive in an ever-changing world.
TaskUs currently has over 25,000 employees around the world with offices across the United States, the Philippines, India, Taiwan, Mexico, Greece, Ireland, and Colombia.
TaskUs is an equal opportunity employer. Life is better with Us! Find out what it means to work for a company that puts People before Profits!
How We Partner To Protect You : TaskUs will neither solicit money from you during your application process nor require any form of payment in order to proceed with your application.
Kindly ensure that you are always in communication with only authorized recruiters of TaskUs.
DEI : In TaskUs we believe that innovation and higher performance are brought by people from all walks of life. We welcome applicants of different backgrounds, demographics, and circumstances.
Inclusive and equitable practices are our responsibility as a business. TaskUs is committed to providing equal access to opportunities.
If you need reasonable accommodations in any part of the hiring process, please let us know.
EEO : TaskUs is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate and support diversity;
we are committed to creating an inclusive environment for all employees. TaskUs people first culture thrives on it for the benefit of our employees, our clients, our services, and our community.
We invite you to explore all TaskUs career opportunities and apply through the provided URL .
Last updated : 2024-04-01
Full Time
IT Outsourcing & Consulting
$40k-53k (estimate)
04/02/2024
07/31/2024
taskus.com
NEW BRAUNFELS, TX
100 - 200
2008
BRYCE MADDOCK
$200M - $500M
IT Outsourcing & Consulting
TaskUs is a different breed of BPO. We are a collective of highly capable humans, who understand how to deploy technology and data to best serve your purpose. From Digital CX to Content Security, Data & AI Operations, Consulting, and anything in between, we consider ourselves responsible for protecting our partners interests and supporting their long term success through innovation and technology - powered by ridiculously smart people. TaskUs partners with the worlds most innovative and disruptive brands to protect what matters most and to thrive in an ever changing world.
The job skills required for Financial service representative include Customer Service, Decision Making, Dedication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial service representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Service Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.
02/04/2022: Santa Cruz, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
01/02/2022: Boise, ID
Provide efficient sales and services to customers and monitor sales for all referral objectives.
03/22/2022: Duluth, MN
A financial service representative may advance his career by obtaining certifications and building up more and more accounts.
01/12/2022: Chillicothe, OH
To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.
03/20/2022: Springfield, OR
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Service Representative jobs
Be very, very careful when selecting a financial services representative.
02/12/2022: Cheyenne, WY
Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
01/22/2022: Lorain, OH
Step 3: View the best colleges and universities for Financial Service Representative.