Note: The job is a remote job and is open to candidates in USA. Prism Data Consulting is dedicated to helping data professionals find their best fit. They are seeking a Financial Service Trainee who will provide exceptional customer service, process banking transactions, and educate customers on financial products and services.
Responsibilities
- Provide exceptional customer service by handling inbound calls and returning messages from members/customers
- Process banking transactions by verifying caller identity and accessing sensitive information
- Respond to a wide range of banking inquiries including account reconciliations, online banking issues, and fund transfers
- Educate members/customers on products and services related to the employer's offerings
- Maintain performance metrics, including average talk time and quality review scores
Skills
- High school diploma or GED
- Experience with general banking knowledge and banking platforms preferred
- Exceptional attendance record and availability for scheduled shifts, including weekends and holidays
- Proficient typing and computer skills, with the ability to navigate multiple programs simultaneously
- Strong problem-solving skills and ability to communicate effectively in challenging situations
- Prior experience in a customer service role, particularly in banking or financial services
- Bilingual proficiency in Spanish
- Familiarity with mobile and online banking platforms
Benefits
- Comprehensive benefits package including medical, dental, and vision insurance for full and part-time employees
- Generous paid time off
- Employee appreciation events throughout the year
- Growth opportunities with 90% of leadership positions filled from within
Company Overview
At Prism Data Consulting, we transform raw information into strategic insights. It was founded in 2012, and is headquartered in , with a workforce of 11-50 employees. Its website is http://www.prismdatahub.com.