Handle inbound and outbound customer calls, secure messages, and/or emails in a fast-paced contact center environment.
Use effective communication and probing questions and critical thinking skills to identify customer needs and provide relevant solutions which may include offering banking products.
Advise and educate customers on available Forbright's digital tools and resources to improve the user experience.
Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory and a meaningful mission.
Handle customer inquiries and analyze payment history.
Communicate account statuses and recommend solutions.
Maintain accurate records of customer interactions.
Sutherland is a digital transformation company that helps customers globally achieve greater agility and transform automated customer experiences. As a Great Place to Work certified company, they have been in business for over 35 years and work with well-known brands.
Provide guidance for Affirm’s Product and Operations teams on applicable regulatory requirements related to any changes to products or services, issue remediation, and marketing reviews.
Review and approve financial services marketing materials to ensure they comply with regulations and industry standards.
Support responses to regulatory and bank-partner inquiries, audits, and examinations through second-line reviews and documentation/evidence.
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. The Legal, Compliance, and Public Affairs team is a group of dedicated professionals committed to helping Affirm scale, innovate, and provide outstanding products for consumers, merchants, and key partners.
Manage telephone, electronic, and face-to-face interactions professionally and efficiently.
Effectively present and discuss products and services to customers with integrity and accuracy.
Focus on customer retention by resolving concerns and enhancing the member experience.
Capital Blue Cross is committed to going the extra mile for their team and community. They are a caring team of supportive colleagues where your health and wellbeing are prioritized.
Manages a high volume of outbound and incoming member calls regarding delinquent and overdrawn accounts.
Makes payment arrangements within policy and procedure guidelines.
Contacts members with past due accounts, loans, and Visa's via phone, email and mail to discuss outstanding balances and payments.
Peak Credit Union aims to maintain connections with members and local communities to understand their needs. They are an equal opportunity employer who values diversity and does not discriminate based on race, religion, sex, or disability.
Perform virtual card reporting and basic transaction investigations to confirm successful processing.
Execute manual updates to account records (e.g., expiration date maintenance) on a recurring basis.
Process and track payment requests and operational tickets.
Blend is an AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. We believe that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients.
Maintain positive customer relationships by responding to inquiries via phone.
Provide information and education about IRS regulations and spending accounts.
Serve as a customer advocate by identifying needs and guiding them to resources.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. They are passionate about providing solutions that allows American families to connect health and wealth, valuing individuals more than positions and fostering a welcoming and inclusive environment.
Manage the underwriting and technical document processing of financial products.
Provide installer support to ensure smooth financial product transactions.
Maintain knowledge base, communications, and compliance monitoring.
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. They foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.
Responds to telephone inquiries promptly, professionally, and efficiently to provide resolution.
Analyzes provider questions to determine best use of resources to resolve the situation.
Empower AI provides federal agency leaders with tools to elevate their workforce's potential for transformation. They leverage three decades of experience solving complex challenges in Health, Defense, and Civilian missions and are headquartered in Reston, VA.
Enter journal entries and reconcile balance sheet accounts.
Calculate business development incentive and taxes.
GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace while providing additional value to our partners. Their mission is to bring together the best talent and match them with excellent work opportunities. They prioritize creating a positive and inclusive workplace culture where all talents are valued and developed.
Accountable for the regulatory inventory, regulatory compliance products library for Pismo and DPS Products.
Monitor regulatory environments assisting your product teams in finding and understanding changes in regulations through new legislation, changes in guidance and examiners' manuals.
Working with Product on new and improved features and products research and identify regulations, review them for applicability by working with product, legal, and others.
Pismo, founded in 2016, provides a comprehensive processing platform for banking, card issuing and financial market infrastructure. With 500+ employees across 10 countries, they help clients innovate and transition from legacy systems to advanced technology, maintaining high security and availability standards.
Demonstrate experience interpreting and responding to customer requests through, understanding the customer's needs, and identifying actions to help achieve customer objectives quickly
Help consumers understand credit bureau processes and educate them in appropriate steps to request corrections
Provide information about credit-related memberships, services, and product offerings; advocate for solutions that will help callers improve their creditworthiness
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
Accurately process customer activation and change requests to subscription services.
Answer questions about KVH product offerings and respond to billing inquiries.
Provision services and present customers with upgrade opportunities.
KVH provides solutions that deliver global connectivity to mobile tech and IoT markets. They strive to provide professional, courteous, and high quality customer service.
Being the first point of contact for compliance advice for Retail and Business customer propositions.
Providing clear and proactive compliance advice to the Borrowing squad, especially on CONC and Consumer Duty.
Reviewing customer journeys and communications to help the business deliver good customer outcomes, and flagging any risks.
Monzo is a financial technology company aiming to make money work for everyone, moving away from the traditional banking complexities. They offer personal and business bank accounts, savings, investments, and pension options, focusing on customer service and financial education.
Provide helpful and caring customer service over high volume inbound and outbound client phone calls.
Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking.
Develop and maintain positive client relations and work collaboratively with other departments.
Beyond Finance helps everyday Americans escape debt and step into a brighter financial future through individualized care and supportive technology. They've helped over 1 million clients and have a forward-thinking, rapidly growing organization focused on helping people.
Execute Quality Control testing in accordance with the Digital Banking Quality Control annual review schedule
Assess the effectiveness of key processes and controls across Digital Banking Operations, including customer service, fraud operations, customer onboarding, payment processing, reconciliations, and transaction workflows.
Partner with process owners and business leaders to validate observations and formalize management action plans
Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for clients and the communities it serves. We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory and a meaningful mission.
Review and release daily funding to SMB customers.
Identify and apply cash payments.
Investigate discrepancies and payment rejections.
Forward Financing is a financial technology company based in Boston, Massachusetts. They unlock capital for small businesses and are recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®; they invest in employees, technology, and customer experience.
Responsible for oversight & tracking of identified issues and validating all tasks have been completed to fully close an issue.
Research escalated issues to pinpoint possible causes, customer population affected, and the impact they may have experienced.
Collaborate with different department leaders to identify solutions that reduce identified compliance risk, while minimizing business impact and implement customer remediation efforts.
OppFi is a tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans. They are a team of caring, innovative, and inclusive individuals who thrive in being immersed in diverse talents, expertise, perspectives, and backgrounds.