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Financial service representative
TEKsystems Dallas, TX
$48k-67k (estimate)
Full Time | Business Services 2 Weeks Ago
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TEKsystems is Hiring a Financial service representative Near Dallas, TX

TEKsystems is currently hiring for Member Service Representatives with a Fortune 100 Financial Institution in Dallas, TX to start on June 10th!

Position : Member Service Representative

Job Description

  • To respond to inquiries and requests from members and other individuals within a 24 / 7 high volume, schedule-driven and structured contact center operation
  • Provide information regarding the company's products and services demonstrating knowledge, active listening, multiple system adaptability and engagement methods to ensure optimal member experience and customer service
  • Perform transactions or related functions for Savings, checking, consumer loans, credit cards, IRAs and / or other accounts
  • Advise members of other products and services that may fit their needs and provide opportunities for positive member interaction
  • Handle a call volume of 80-100 calls daily

Qualifications

  • High School Diploma / GED required
  • 1-2 years of recent customer service experience working directly with customers (call center, collections, banking)
  • Ability to work in a fast-pace high-volume call center environment
  • Willingness to help others and ability to navigate difficult conversations
  • Professional written and verbal communication skills
  • Strong computer knowledge and data entry / typing skills

Schedule : Full-time, 40 hours per week, Monday-Saturday - Shift times available range between the hours of 10 : 00AM - 11 : 30PM

Monday - Saturday (All Saturdays required. will have 1 rotating off day during the week) MUST have a 6 day availability to work

Must have a hour window of flexibility to be able to work. Schedules are provided two weeks in advance.

Location : Primarily remote but there part of training requires you to be on-site at Dallas Hub Location - MUST BE LOCATED WITHIN A 60 MILE RADIUS OF Dallas Texas area.

About TEKsystems :

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity.

We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia.

As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an Allegis Group company.

Last updated : 2024-05-03

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$48k-67k (estimate)

POST DATE

05/06/2024

EXPIRATION DATE

05/12/2024

WEBSITE

teksystems.com

HEADQUARTERS

HANOVER, MD

SIZE

1,000 - 3,000

FOUNDED

1983

TYPE

Private

CEO

JAY ALVATHER

REVENUE

$3B - $5B

INDUSTRY

Business Services

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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.

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Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales and services to customers and monitor sales for all referral objectives.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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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.

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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.

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Step 3: View the best colleges and universities for Financial Service Representative.

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