WATERCRESS FINANCIAL GROUP LLC logo
Financial Customer Service Representative
full-timeWest Des Moines

Summary

Location

West Des Moines

Type

full-time

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About this role

Description

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


Other facts

Tech stack
Bilingual,Detail-oriented,Communication Skills,Financial Products,Customer Service,Call Center Environment,Handling High Volumes,Billing Inquiries,Payment Setup,Account Research,Conflict Resolution,Time Management,Organizational Skills,Integrity,Professionalism,Confidentiality

About WATERCRESS FINANCIAL GROUP LLC

Watercress Financial's leadership team has worked together for over 30 years providing home improvement financing options that benefit the contractor partners and homeowners we serve. Along the way we’ve developed a clear understanding of the value we bring to all parties. And while we’ve been successful over all these years, we still strive to innovate and improve, guided by our mission.

OUR MISSION:
To provide home improvement professionals with a range of payment and financing products to help grow their business.

To provide homeowners payment options that ensure they make smart financial decisions for their home improvement projects.

To provide opportunities for our employees and business
partners to meet their career and business objectives.

To do so in a way that creates mutual success for all parties.

Team size: 51-200 employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Customer Service Representative handles all aspects of customer service in a call center, including managing high volumes of incoming calls, addressing billing inquiries, setting up payments, and resolving account-related questions.

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Frequently Asked Questions

What does a Financial Customer Service Representative do at WATERCRESS FINANCIAL GROUP LLC?

As a Financial Customer Service Representative at WATERCRESS FINANCIAL GROUP LLC, you will: the Customer Service Representative handles all aspects of customer service in a call center, including managing high volumes of incoming calls, addressing billing inquiries, setting up payments, and resolving account-related questions..

Why join WATERCRESS FINANCIAL GROUP LLC as a Financial Customer Service Representative?

WATERCRESS FINANCIAL GROUP LLC is a leading Financial Services company.

Is the Financial Customer Service Representative position at WATERCRESS FINANCIAL GROUP LLC remote?

The Financial Customer Service Representative position at WATERCRESS FINANCIAL GROUP LLC is based in West Des Moines, Iowa, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Financial Customer Service Representative position at WATERCRESS FINANCIAL GROUP LLC?

You can apply for the Financial Customer Service Representative position at WATERCRESS FINANCIAL GROUP LLC directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about WATERCRESS FINANCIAL GROUP LLC on their website.