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Customer Account Representative - Financial Services
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Customer Account Representative - Financial Services

Job Snapshot

Base Pay $16.00 /Hour
Employment Type Full-Time
Job Type Customer Service, Admin - Clerical
Education 4 Year Degree
Experience Not Specified
Manages Others No
Industry Banking - Financial Services
Required Travel None

Job Description

Ultimate Staffing is seeking professional, self-motivated individuals for a long-term contract opportunity with a client of ours in the financial services industry.  This position involves interacting with customers and agents by phone to successfully handle account inquiries. 

If you are a customer service professional, we are looking for you!  This is an excellent opportunity to join a great team and take your career to the next level.

Position Responsibilities include the following:

  • Applying excellent customer service, problem solving abilities, and good computer skills to handle incoming customer account questions.    
  • Meeting time service guidelines established by the company, which may require flexibility and overtime during peak volume periods.
  • Working effectively with teammates to meet or exceed team and department goals.
  • Adapting to a continuously-changing business environment and support solutions with a positive attitude.


Job Requirements


  • Bachelor's Degree required       
  • Strong analytical and decision-making skills
  • Detail-oriented 
  • Strong customer service and phone etiquette skills in order to effectively communicate with internal and external customers
  • Excellent typing and data entry skills
  • Experience working in a bank, or financial institution helpful
  • Excellent mathematical and analytical abilities
  • Ability to adapt to changes in technology and procedures
  • Ability to work well under pressure and be open to change
  • Quick learner
  • Positive and team-oriented
  • The position requires a background check and drug test

Position starts Monday, August 31st and is expected to last for 4-6 months with hiring potential.  The hours are Monday-Friday, 8 AM - 5 PM. 


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Customer Account Representative - Financial Services

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