Job Description
Note: The job is a remote job and is open to candidates in USA. Prism Data Consulting is dedicated to helping data professionals find their best fit. They are seeking a Financial Service Trainee who will provide exceptional customer service, process banking transactions, and educate customers on financial products and services. Responsibilities Provide exceptional customer service by handling inbound calls and returning messages from members/customers Process banking transactions by verifying caller identity and accessing sensitive information Respond to a wide range of banking inquiries including account reconciliations, online banking issues, and fund transfers Educate members/customers on products and services related to the employer's offerings Maintain performance metrics, including average talk time and quality review scores Skills High school diploma or GED Experience with general banking knowledge and banking platforms preferred Exceptional attendance record and availability for scheduled shifts, including weekends and holidays Proficient typing and computer skills, with the ability to navigate multiple programs simultaneously Strong problem-solving skills and ability to communicate effectively in challenging situations Prior experience in a customer service role, particularly in banking or financial services Bilingual proficiency in Spanish Familiarity with mobile and online banking platforms Benefits Comprehensive benefits package including medical, dental, and vision insurance for full and part-time employees Generous paid time off Employee appreciation events throughout the year Growth opportunities with 90% of leadership positions filled from within Company Overview At Prism Data Consulting, we transform raw information into strategic insights. It was founded in 2012, and is headquartered in , with a workforce of 11-50 employees. Its website is