Customer Service Representative Financial Services

hace 15 horas


Sonora, México Mci A tiempo completo

Overview of the Company

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MCI is a leader in Business Process Outsourcing (BPO) that specializes in providing customized solutions to meet the diverse needs of our clients. With a commitment to excellence and an emphasis on innovation, we have established ourselves as a trusted partner in the industry.

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About the Job

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We are seeking a dedicated and experienced Customer Service Representative for Financial Services to join our team. In this role, you will provide exceptional customer service and support to clients by answering their queries related to financial products and services. This position requires strong communication skills, a solid understanding of financial services, and the ability to resolve issues efficiently.

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Key Responsibilities

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Your key responsibilities will include:

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  • Responding to incoming calls and resolving client queries related to financial products and services, such as bank accounts, loans, credit cards, and investment options;">
  • Resolving customer complaints and ensuring high levels of customer satisfaction;">
  • Maintaining a deep knowledge of our financial products and services to provide accurate information and support to clients;">
  • Assisting clients with account-related requests, including balance inquiries, transaction details, and account updates;">
  • Identifying opportunities to recommend additional financial products and services that meet the client's needs and improve their financial well-being;">
  • Documenting client interactions and transactions accurately in our CRM system;">
  • Complying with our company's policies, procedures, and regulatory requirements in all interactions with clients;">
  • Following up with customers through phone or email to ensure issues are fully resolved and customer satisfaction is maintained;">
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Candidate Qualifications

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To be successful in this role, you should possess the following qualifications:

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  • A minimum age of 18 years;">
  • A high school diploma or equivalent; higher education in finance, business, or related fields is an advantage;">
  • Previous experience in a call center environment, particularly in financial services or banking, is preferred;">
  • The ability to write quickly and accurately (20+ words per minute);">
  • Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook);">
  • A basic understanding of the Windows operating system;">
  • Excellent verbal and written communication skills;">
  • Strong problem-solving and analytical skills;">
  • The ability to multitask and prioritize effectively in a dynamic environment;">
  • Proficiency in software used in call centers and CRM systems;">
  • A good understanding of financial products and services;">
  • High accuracy in documenting client interactions and processing transactions;">
  • The ability to work effectively as part of a team, supporting colleagues and contributing to a positive work environment;">
  • The ability to read and speak English fluently.">
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Estimated Salary Range: $45,000 - $65,000 per year

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Benefits

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We offer a competitive compensation package, including:

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  • Paid Time Off (PTO): Earn PTO and paid holidays to take the time you need;">
  • Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations—and sometimes even cars;">
  • Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 90 days of employment, and all employees have access to MEC medical plans after just 30 days;">
  • Retirement Savings: Secure your future with retirement savings programs, where available;">
  • Disability Insurance: Short- and long-term disability coverage is available to help protect you during unexpected challenges;">
  • Life Insurance: Access life insurance options to safeguard your loved ones;">
  • Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities;">
  • Paid Training: Learn new skills while earning a paycheck;">
  • Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement;">
  • Casual Dress Code: Be comfortable while you work.">
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Disclaimer

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The purpose of this job description is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

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The employer has the right to revise this job description at any time. This job description is not an employment contract, and either you or the employer may terminate employment at any time for any reason.



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