Member Services Representative - Outbound Call Center

18 hours ago

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Logo of NEWITY

NEWITY

banking • sba loans • loan servicing • loan forgiveness • ppp loan servicing

51 - 200 employees

Founded 2020

💸 Finance

💳 Fintech

🤝 B2B

Description

• Conduct outbound campaigns to cross sell products and services. • You will field incoming telephone calls produced by your own calling campaign. • You will assist members through website registration and application navigation. • Educate members on available product offerings and application processes. • Document all activities for quality and metrics reporting through the Customer Relationship Management (CRM) application. • Deliver a great customer experience to all members internally and externally. • Work with other departments on cross functional tasks and projects • Follow and maintain strict adherence to policies, privacy protocols, and processes. • Maintain performance and quality standards based on established call center metrics including turn-around times. • Maintain in-depth understanding of the Company’s different services. • Make recommendations according to customer’s needs. • Maintain high customer satisfaction scores and strive to improve these continuously. • Perform other ad hoc duties, as needed.

Requirements

• Must have worked in outbound sales at a call center for at least 3 years. • Comfortable in dynamic, high-volume environments • Exceptional interpersonal, written, and verbal communication skills • Ability to handle a wide range of situations over the phone with tact and diplomacy. • Effective time management and self-accountability • Comfortable using HubSpot CRM is a plus. • Able to multi-task under time pressure • Entrepreneurial spirit and willingness to take on challenges. • Ability to adapt to changing circumstances and priorities. • Comfortable working and learning independently.

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