21h ago

Customer Services Representative

Rockville, MD

$49.9k-$58.2k / year

full-timefinance

💼 About This Role

You'll serve as the primary point of contact for customers and recipients at a banking or credit union environment. Your core impact includes processing account transactions and resolving discrepancies with accuracy and compliance. You'll collaborate with internal teams to ensure smooth service delivery.

🎯 What You'll Do

  • Handle customer inquiries via phone, email, or in-person.
  • Process and verify account details and payment transactions.
  • Investigate and resolve account discrepancies and payment issues.
  • Maintain accurate records and ensure regulatory compliance.

📋 Requirements

  • Banking or credit union operations experience.
  • Strong knowledge of payment transactions and account procedures.
  • Ability to handle sensitive information with confidentiality.
  • Proficient in data entry and record keeping.

✨ Nice to Have

  • Experience with CRM software.
  • Previous customer service role in financial services.

🎁 Benefits & Perks

  • 🏦 Comprehensive training program.
  • 📈 Career advancement opportunities.
  • 🏖️ Paid time off and holidays.
  • 💼 401(k) with company match.
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