Customer Service Representative

🕒 March 24

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Logo of Beyond Finance

Beyond Finance

1001 - 5000 employees

💸 Finance

💳 Fintech

👥 B2C

💰 $110M Debt Financing on 2021-02

Finance • Fintech • B2C

Beyond Finance is a financial services company that offers debt consolidation and management solutions to help individuals move beyond debt. They provide personalized options to reduce fees and interest, and aim to cut monthly payments for enrolled debts by 40% or more. Beyond Finance assists clients through a structured program designed to eliminate debt typically within 24 to 48 months, utilizing an easy-to-use mobile app for program management. Despite the potential impacts on credit scores, their services have positively impacted over 700,000 clients, offering consolidation loans ranging from $1,000 to $100,000. They also focus on customer satisfaction, receiving high ratings on platforms such as Trustpilot.

📋 Description

• Above all else, provide a helpful and caring customer service experience over high volume inbound and outbound client phone calls of varying complexity by responding to client requests, anticipating unstated needs, and educating them on our programs in a remote call center environment • Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking to provide first call resolution with focus on the customer relationship • Exhibit strong written/verbal communication skills, excel at customer interaction, and deliver practical solutions • Develop and maintain positive client relations and work collaboratively with other departments within the company to ensure client requests and questions are appropriately handled in a timely manner • Work independently and with a team to drive retention of clients through bolstering product knowledge and providing best-in-class service at all times • Operate, navigate, and troubleshoot a desktop computer to obtain and extract information; research through multiple computer programs/systems simultaneously and document information, activities and changes in the CRM database (Client Relationship Management System) for client accounts. Apply various troubleshooting techniques to resolve complicated technical or configuration issues • Continuously learn, interpret and utilize company and industry knowledge, practices, and procedures to deliver accurate and up-to-date solutions. • Meet and exceed client centric performance expectations focused around quality of service and efficiency • Engage with feedback to leader and team to collaborate and streamline workflows

🎯 Requirements

• Minimum 1 year relevant call center experience (Required) • Bilingual - Spanish (preferred / not required) • Reliable, high speed internet connection with ethernet (Required) • Strong computer technical skills with the ability to learn and navigate complex systems • Excellent communication skills (written, verbal, and listening) • You operate with understanding, active listening, patience, empathy and kindness to customers • Strong interpersonal skills and can independently handle routine and complex client inquiries • Have a people-focused approach and solution mindset, you’re an effective problem solver. • Effective at time management, planning & organizing tasks • Ability to work from home in a distraction free environment

🏖️ Benefits

• Considerable employer contributions for health, dental, and vision programs • Generous PTO, paid holidays, and paid parental leave • 401(k) matching program • Merit advancement opportunities • Career development & training

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