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Customer Service Representatives- Financial

Posted October 10, 2025
Full-time
Associate

Job Overview

 

  • Provide customer support by phone, email or instant message to consumers. Serves as primary contact for inbound customer issues.
  • Escalate more technical product-related issues to proper product support department.
  • Process a high volume of consumer inquiries about banking products and services and resolves a targeted percentage of those inquiries.
  •  Troubleshoot customer issues, identifies root cause of the issue and uses tools and resources  to determine how to resolve the customer issues.
  • When unable to resolve problems in a reasonable amount of time, will escalate to appropriate resource. Follows up on escalated issues with coaching and mentoring to learn appropriate solutions and expand overall knowledge.
  • Track and document inbound support requests and ensures proper notation of customer issues.
  • Update customer information and ensures accurate entry of contact information.
  • Meet standards of job, such as quality standards, adherence to schedule and average handle time.
  •  May provide guidance and/or mentoring to less experienced peers.
  • Other related duties assigned as needed.

What We offer:

  • Competitive pay, generous flexible vacation policy, and 401k
  • Paid training, coaching, development and career planning 
  • Medical, dental, and vision benefits; EAP, health and wellness programs, and more
  • Tremendous development & advancement opportunities – 80% of our frontline leaders have been promoted!
  • Employee Discounts
  • EAP & Health and Wellness programs including a personal trainer dedicated to Sutherland

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