Customer Service Representative (Financial Services)

Dexian is seeking reliable, professional, and customer-focused Remote Customer Service Representatives to join their team. In this role, you will assist customers by answering inquiries related to financial products and services, resolving issues, and providing exceptional support through various communication channels.

Responsibilities:

• Effectively and efficiently answer inbound customer calls in a courteous and professional manner
• Assist clients with product and account inquiries, payment questions, and general service requests
• Handle customer concerns and resolve issues efficiently while maintaining a positive customer experience
• Document all customer interactions accurately in the CRM system
• Follow company policies, compliance guidelines, and data security procedures
• Escalate complex customer issues to the appropriate department when necessary
• Conduct follow-up communications to ensure customer satisfaction
• Meet daily performance metrics, including call quality, response time, and customer satisfaction goals
• Maintain confidentiality of sensitive customer and financial information
• Participate in ongoing training and team meetings

Requirements:

• High school diploma or equivalent required
• At least 2 years of customer service or call center experience
• Customer service experience in financial services, banking, or lending
• Basic knowledge of loan products and services
• Strong verbal and written communication skills
• Ability to handle high call volumes professionally and efficiently
• Ability to multitask and navigate multiple computer systems while speaking with clients
• Strong problem-solving and conflict-resolution abilities
• Proven experience working independently in a remote environment
• Proficiency with Microsoft Office and CRM platforms
• Reliable high-speed internet connection and quiet workspace required
• Must maintain a minimum of 100 Mbps download / 10 Mbps upload speed from their internet provider