Financial Customer Service Representative
PeopleShare is partnered with a Financial Solutions partner in King of Prussia, PA.
- Hours: Monday-Friday 9AM-5:30PM or 10AM-6:30PM
- Duration: 6 month temp to perm
- Pay: $23-26/hour
- Hybrid: King of Prussia, PA
Responsibilities: Customer Service Representative’s main function is to provide excellent customer service by ensuring that customers’ inquiries via the phone are answered appropriately and timely. Responsibilities that are an outcome of this service may include processing payments made by phone, updating and maintaining customer accounts and providing appropriate information to vendors.
- Provides customer service via the telephone.
- Proactively contact customers via phone or email to soliciting and enrolling customers into direct debit and email invoicing
- Build and maintain relationships with vendors and/or lessees
- Direct debit ACH Account Maintenance Processes maintenance journal requests.
- Answers incoming customer calls Processes address changes.
- Processes requests for lease documentation and fee waiver requests.
- Performs account audits and reconciliation.
- Processes insurance cancellation requests and payments by phone.
- Adjusts grace periods Adds purchase order numbers Adjusts due dates Process outside vendor requests.
- Completes credit reference requests
- Processes lease assignment requests
- Processes tax requests, as appropriate.
Requirements:
- 1-2 years of professional customer service experience
- Experience within the financial services industry preferred
- Excellent verbal and written communication skills
- Basic PC skills and familiarity with Microsoft Office