Customer Financial Services Representative Senior
This role is responsible for managing customer inquiries related to financial services, processing transactions, and providing exceptional support to ensure customer satisfaction. It requires excellent communication skills, a strong understanding of financial processes, and the ability to handle sensitive information with confidentiality.
Respond promptly and professionally to customer inquiries regarding their accounts, billing, and payments via phone, email, and other communication channels.
Update and maintain accurate customer account information, ensuring all data is kept confidential and secure.
Generate, distribute, and follow up on customer invoices, and process payments, ensuring accuracy and timeliness.
Investigate and resolve customer issues related to billing, payments, and account discrepancies in a timely and efficient manner.
Assist in the collection of overdue accounts by contacting customers,...