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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