Financial Services Representative - Colorado Springs, CO

Location: Colorado Springs, CO, United States

Ref#: 3485

Posted: 03-31-2020

Industry: Banking

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Provides high-quality support to clients with standard service requests on a daily basis.




  • Under direct supervision, assists clients by responding to phone, electronic correspondence, and other inquiries regarding company products, services, and procedures.

  • Provides basic technical assistance to clients and assists in responding to straightforward client inquiries. Influences client adoption of digital capabilities

  • Corrects straightforward issue resolution in client accounts. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.

  • Reviews daily unresolved client inquiries to ensure proper follow-up and closure


Qualifications Required:


  • High school/secondary school or the equivalent combination of education and relevant experience AND

  • 0+ years of total relevant work experience