Related skills
communication customer service project management empathy📋 Description
- Handle inbound calls with members; deliver empathetic, solutions-focused support.
- Develop, maintain and execute processes across phone, chat, and email channels.
- Prioritize multiple queues and manage daily workflow for quick resolution.
- Resolve unique situations and improve workflows for new issues.
- Ensure a positive member experience by listening, de-escalating, and following up.
- Communicate complex financial topics clearly over the phone.
🎯 Requirements
- You have an interest in personal finance and helping others manage money.
- Excellent verbal communication; listen actively and put members at ease.
- Empathy and de-escalation; stay calm under pressure.
- Great written communication for follow-up notes and cross-channel support.
- Proactive problem solving; identify issues and resolutions in real time.
- Workflow management; balance multiple priorities across channels.
🎁 Benefits
- Health, Dental & Vision Plans
- Life Insurance
- Long/Short Term Disability
- Competitive Pay
- 401k Matching
- Tuition Reimbursement
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