The Planet Group
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http://www.theplanetgroup.com
http://www.theplanetgroup.com
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Customer Service – Financial Transactions
3-Month Contract
Hybrid: Draper, UT
Pay Range: $22 - 25
Must Haves:
Customer service experience
Preferred:
Financial services/financial technology experience
Job Summary/Description:
Customer Service - Financial Transactions
13707 S. 200 West, Suite 100 Draper, CA 84020 US
Posted: 09/19/2023
2023-09-19
2023-10-22
Employment Type:
Contract
Job Category: Customer Service
Job Number: 579459
Country: United States
Is job remote?: No
Job Description
Customer Service – Financial Transactions
3-Month Contract
Hybrid: Draper, UT
Pay Range: $22 - 25
Must Haves:
Customer service experience
Preferred:
Financial services/financial technology experience
Job Summary/Description:
- Work from a queue to action upon declined transactions with speed and efficiency
- Take reactive measures including phone calls, emails, and text messages with individual cardholders and account administrators
- Proactive work that entails identifying trends in decline behavior, engaging in educational campaigns
- Hold customer calls to optimize their ability to transact successfully
- Work closely with our Customer Success Managers to aid in the overall customer experience
- Bridge gaps for our customers to help them better understand how to use our transactional software
- Carry a quota for retained dollars based primarily on successful reactive outreach
- Bachelor’s Degree or work experience equivalent
- Excellent organization and prioritization skills
- Excellent communication skills - written and verbal
- Ability to effectively manage time to maximize results
- Ability to work well on a collaborative team
- Ability to problem solve and create viable solutions