Customer Relations I

Summary

Join Pathward, a hybrid, remote-office financial empowerment company, as a Customer Service Representative! Answer customer inquiries and promote products/services via phone and email in a call center environment. Collaborate with internal teams to resolve customer issues. Identify suitable products and services, and document call information for analysis. Contribute to workflow improvements and new product development. Handle back-office tasks like email processing and document review. Maintain high-quality customer service and accurate, timely completion of work. Pathward offers a comprehensive benefits package.

Requirements

• Excellent communication skills, both written and verbal
• Strong customer services skills
• The ability to manage multiple, competing priorities
• Typically requires less than one year of related experience

Responsibilities

• Support new and existing customers by answering inquiries in an inbound call environment, as well as email requests, while maintaining a high level of quality ensuring customer satisfaction and retention
• Work closely with internal departments and partners/programs to resolve customer issues, escalating as needed
• Determine appropriate products and services that can be Route to the appropriate service center as needed
• Document call information related to the partner referrals, service calls, and call/issue types for trending analysis
• Provide input and support to workflow process efficiencies and new products
• Keep supervisor abreast of trends and potential issues that are occurring in our call centers
• Support back-office non-phone work including email processing, document review, offline requests, research, and other processes maintaining a high level of quality ensuring accuracy and timely completion of process work
• Other duties as assigned

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off