Customer Financial Services Representative Senior

Financial Services Customer Support Specialist

This role is responsible for managing customer inquiries related to financial services, processing transactions, and providing exceptional support to ensure customer satisfaction. It requires excellent communication skills, a strong understanding of financial processes, and the ability to handle sensitive information with confidentiality.

Responsibilities:

• Respond promptly and professionally to customer inquiries regarding their accounts, billing, and payments via phone, email, and other communication channels.
• Update and maintain accurate customer account information, ensuring all data is kept confidential and secure.
• Generate, distribute, and follow up on customer invoices, and process payments, ensuring accuracy and timeliness.
• Investigate and resolve customer issues related to billing, payments, and account discrepancies in a timely and efficient manner.
• Assist in the collection of overdue accounts by contacting customers, arranging payment plans, and ensuring follow-up actions are taken.
• Assist with the assessment of customer creditworthiness and the monitoring of credit limits, ensuring adherence to company policies.
• Prepare and maintain detailed records of customer interactions, transactions, and resolutions for reporting and compliance purposes.
• Educate customers on financial processes, payment options, and account management to enhance their understanding and satisfaction.
• Work closely with the finance, sales, and customer service teams to ensure seamless financial operations and resolve any account-related issues.
• Ensure all financial activities and customer interactions comply with organizational policies, procedures, and relevant regulations.
• Performs other duties as assigned.

Requirement:

• One (1) year - Three (3) years of related work experience, preferably in a customer-facing environment
• Proficiency in financial software (e.g. Oracle) and Microsoft Office Suite.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• High level of attention to detail and accuracy.
• Ability to handle confidential information with integrity.
• Effective organizational and time-management skills.
• Ability to work independently and as part of a team.

FedEx was built on a philosophy that puts people first, one we take seriously. We are an equal opportunity/affirmative action employer and we are committed to a diverse, equitable, and inclusive workforce in which we enforce fair treatment, and provide growth opportunities for everyone.

All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, pregnancy (including childbirth or a related medical condition), physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.