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Financial Customer Service Representative

WATERCRESS FINANCIAL GROUP LLC
West Des Moines, IA Full Time
POSTED ON 12/15/2025
AVAILABLE BEFORE 2/15/2026

JOB SUMMARY

We are looking for a skilled Customer Service Representative to join our team. The ideal candidate is bilingual, detail-oriented, possesses strong communication skills, and has a solid understanding of financial products and services. The Customer Service Representative is responsible for all aspects of customer service in a call center environment including but not limited to handling high volumes of incoming customer calls, billing inquiries, setting up customer payments and addressing all account related questions.

RESPONSIBILITIES

  • Provide account level information to customers including but not limited to account balances, payment histories, payment setup and payoff requests
  • Field phone calls, emails, and chat requests
  • Handle incoming correspondence including calls, emails, and chats in an efficient manner in order to meet performance standards
  • Research account discrepancies including payment research
  • Stay informed of any changes to policies and procedures
  • Provide timely resolution of customer complaints, concerns, and inquiries
  • Demonstrate the 3 Ps of customer service: Professionalism, Patience and have a “People-First” Attitude
  • Demonstrate a willingness to work flexible schedules, weekends, and holidays as necessary in order to meet business needs

QUALIFICATIONS

  • High school diploma or equivalent.
  • Associate or Bachelor’s degree in related or comparable field preferred. An equivalent combination of education and experience may be considered
  • A minimum of 2 years’ experience in Customer Service

KNOWLEDGE AND SKILLS

  • Knowledge and experience in a call center environment
  • Knowledge of the credit and financial industry
  • Excellent customer service focus
  • Excellent verbal and written communication skills
  • Excellent interpersonal, negotiation, and conflict resolution skills
  • Ability to prioritize tasks
  • Ability to act with integrity, professionalism, and confidentiality
  • Strong communication skills- both written and verbal
  • Superior time management and organizational skills
  • Ability to work independently and within a team
  • Proficient with Microsoft Office Suite or related software

OTHER

  • The home office is located in West Des Moines, IA.
  • Looking specifically for 10AM - 7PM hours
  • Starting at $22 hourly up to 7.5% monthly incentive pay after first 90 days.
  • Bilingual preferred

Salary.com Estimation for Financial Customer Service Representative in West Des Moines, IA
$40,861 to $51,690
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