Remote Financial Services Rep (Teleperformance) – Banking focus

🏢 Teleperformance📍 Tulsa, OK, United States💼 Full-Time💻 Remote🏭 Financial Services💰 35000-50000 per year

About the Company

Teleperformance is a global leader in outsourced omnichannel customer experience management. We connect the biggest and most respected brands on the planet with their customers, providing seamless support across multiple channels. Our mission is to make it simpler, faster, and safer for people to interact with businesses, helping our clients achieve outstanding customer satisfaction and business growth. With a presence in over 80 countries and a diverse team of over 400,000 employees, we are committed to fostering a supportive and dynamic work environment.

Job Description

We are seeking dedicated and detail-oriented Remote Financial Services Representatives with a strong banking focus to join our dynamic team. This is a 100% remote position, offering you the flexibility to work from the comfort of your home while making a significant impact. As a Financial Services Representative, you will be the primary point of contact for customers, assisting them with a wide range of banking inquiries and providing exceptional service. You will handle inbound calls, resolve issues, explain financial products, and ensure a positive customer experience while adhering to strict compliance and security standards. This role requires strong communication skills, a customer-centric approach, and the ability to navigate various systems efficiently. If you have a passion for helping others and an interest in the banking sector, we encourage you to apply!

Key Responsibilities

  • Respond to inbound customer inquiries regarding banking products and services via phone.
  • Assist customers with account information, transactions, balance inquiries, and service requests.
  • Resolve customer issues and complaints efficiently and professionally, escalating complex cases when necessary.
  • Provide clear and accurate information about various financial products such as checking accounts, savings accounts, credit cards, and loans.
  • Process customer requests, including updating personal information, initiating transfers, and managing bill payments.
  • Maintain high levels of customer satisfaction through empathetic and effective communication.
  • Adhere to all company policies, banking regulations, and compliance guidelines.
  • Document all customer interactions accurately and thoroughly in the CRM system.
  • Identify opportunities to cross-sell or up-sell relevant banking products and services where appropriate.
  • Participate in ongoing training and development to enhance product knowledge and service skills.

Required Skills

  • High School Diploma or GED equivalent
  • Minimum of 6 months experience in customer service or a call center environment
  • Excellent verbal and written communication skills
  • Strong active listening and problem-solving abilities
  • Proficiency with basic computer applications and navigating multiple systems simultaneously
  • Ability to work independently in a remote setting with minimal supervision
  • Reliable high-speed internet connection and a quiet, dedicated home workspace
  • Availability to work flexible shifts, including evenings and weekends, as needed

Preferred Qualifications

  • Previous experience in the banking or financial services industry
  • Familiarity with CRM software and banking systems
  • Associate's degree or some college coursework completed
  • Demonstrated ability to handle sensitive customer information with confidentiality and discretion

Perks & Benefits

  • Competitive hourly wage with performance incentives
  • Comprehensive health, dental, and vision insurance
  • Paid time off and holiday pay
  • 401(k) retirement plan with company match
  • Extensive paid training program
  • Opportunities for career growth and advancement within a global company
  • Employee assistance program
  • Employee discount programs

How to Apply

If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:

  • An up-to-date Resume or CV
  • A brief cover letter summarizing your experience and motivation

Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.

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Westford Trust does not directly offer or manage these positions, nor are we directly involved in the hiring process for the vacancies published on https://jobs.westfordtrust.com.

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