Customer Service Representative

Our Client, a Banking organization, is looking for multiple Customer Service Representatives for their Hopewell, NJ location.


Responsibilities

• Provide clear, accurate information regarding retirement accounts, balances, and plan options.
• Walk customers step-by-step through how to execute various account transactions, ensuring seamless processing.
• Complete financial transactions with high accuracy and attention to detail.
• Efficiently toggle between multiple screens and software applications while keeping clients fully engaged on the line.
• Quickly and accurately type detailed call notes and client information into our systems in real time.
• Handle difficult situations with poise and professionalism, turning challenging moments into positive client experiences.
• Handle sensitive and confidential financial information with the utmost responsibility and discretion.

• Requirement of 2 or more years of customer service experience
• Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
• Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a Requirement
• Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
• Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
• Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
• Positive attitude that embracing coaching as an opportunity to improvement in current role
• Ability to handle confidential matters and sensitive information in a responsible manner.
• H.S. Diploma or equivalent

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities