Job Description

Overview

We are seeking an enthusiastic Customer Service Associate to join our Customer Operations Team. Reporting to the Customer Service Manager, you will:

• Learn our products inside out
• Build relationships with customers to understand their needs
• Identify and apply appropriate solutions

Key Responsibilities

• Customer Interaction: Provide exceptional service through email, telephone, and chat.
• Issue Resolution: Investigate customer issues, collaborate with peers, and escalate complaints as necessary.
• Proactive Outreach: Participate in outbound dialing and email projects.
• Collaboration: Work cross-functionally with internal teams.
• Product Knowledge: Become an expert on our products and processes.
• Compliance: Maintain high regulatory compliance, adhering to all company policies.
• Customer Satisfaction: Ensure effective and efficient resolution of customer issues, contributing to strong NPS and satisfaction ratings.

Qualifications

• Experience: Customer service experience in financial services, technology, retail, order management, or employee benefits.
• Regulated Environment: Experience working in a regulated environment.
• CRM Proficiency: Familiarity with CRM systems (e.g., Freshdesk, Salesforce, Zendesk).
• Flexibility: Ability to work outside standard business hours (11 AM-8 PM EST) and willingness to work flexible hours and overtime.
• Technical Skills: Experience with telephony systems, Google Office Suite, Microsoft Office, and loan operating systems.
• Industry Knowledge: Understanding of consumer lending principles and experience in Customer Service, Call Centers, Account Management, Banking, or related fields.

Commitment to Diversity

Don’t meet every requirement? We encourage you to apply anyway! We are committed to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your experience doesn’t perfectly align, you may still be the right candidate for this or other roles.

Why Join FinFit?

• Dynamic Role: Engage in varied customer service tasks and projects.
• Growth Opportunity: Learn and grow within a supportive, innovative company.
• Impactful Work: Contribute to financial wellness and stress reduction for numerous individuals.

Join us at FinFit and help us make a positive difference in the financial well-being of our customers!