Financial Services Representative II - Rocky Point

Welcome to our Financial Services Representative II position in Rocky Point, NY. If you have worked here before, please enter the username you used when you worked at this company or use your personal email address you used for your account.

About the role

As a Financial Services Representative II, you will be responsible for providing exceptional customer service, managing client relationships, and ensuring accurate financial transactions are processed efficiently. You will also assist in maintaining compliance with all relevant regulations and policies.

Responsibilities

• Handle incoming calls and emails from clients, addressing their inquiries and resolving issues promptly.
• Process financial transactions accurately and in accordance with company procedures and regulatory requirements.
• Provide ongoing support to clients, including account updates, billing inquiries, and product recommendations.
• Maintain detailed records of client interactions and transactions for accuracy and compliance purposes.
• Participate in regular training sessions to enhance skills and knowledge in financial services and customer service.

Requirements

• A high school diploma or equivalent is required.
• At least 2 years of experience in a customer service or financial role is preferred.
• Strong communication and interpersonal skills are essential.
• Proficiency in Microsoft Office Suite is required.
• Ability to work flexible hours, including evenings and weekends, may be necessary.

Qualifications

• Excellent problem-solving and decision-making abilities.
• Ability to handle multiple tasks simultaneously and prioritize effectively.
• Knowledge of financial products and services is beneficial but not required.

Skills

• Customer service orientation
• Attention to detail
• Time management
• Microsoft Office proficiency

Benefits

• Competitive salary commensurate with experience.
• Health insurance coverage.
• 401(k) retirement plan with company match.
• Flexible work schedule.
• Professional development opportunities.

Pay

The pay range for this position is $35,000 to $45,000 annually, depending on experience and qualifications.

Schedule

Hours are typically Monday through Friday, with occasional evening and weekend work required.