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Customer Service Advisor - Email & Chat
Posted on 11/24/2021
Phoenix, AZ, USA
Experience Level
Desired Skills
Customer Service
  • 1+ years experience in the banking, financial services, or a related industry
  • Account Servicing Guru; Team player
  • Detailed oriented
  • Excellent verbal and written communication skills
  • Excellent grammar and punctuation
  • Ability to identify process improvements and make recommendations
  • Ability to multitask
  • Strong problem solving and analytical skills
  • Ability to thrive in a changing and fast-paced environment
  • Proficient with Excel, Word, and Outlook
  • Knowledge of Slack or other communication tools
  • Previous chat experience a plus and sincere desire to help us create a best- in-industry Customer Service team
  • Answer email from various departments via Zendesk
  • Provide a great customer experience via email
  • Handle all incoming faxes and process documents Handle manual processes for loan processes
  • Be an expert on our product and processes
  • Bring a flexible mindset - you will be required to adopt to changing policy and procedures on a constant basis while maintaining a high quality to your work
  • Provide exceptional external and internal customer service
  • Review financial documents submitted by borrower
  • Meet or exceed production, quality, and customer service goals
  • Punctual and consistent attendance is required. Must be available for overtime, holidays or weekend hours as needed
  • Perform other related duties as needed
Desired Qualifications
  • BA/BS or higher in related field is a plus
  • Knowledge of Zendesk or other CRM applications is a plus

201-500 employees

Personal loans, cards and rewards checking
Company Overview
Upgrade's goal is to offer their users more value and a better experience than they receive from their traditional bank.
Company Values
  • Create - Drive innovation, try something new, build great products and deliver amazing experiences to our customers.
  • Learn - Join a diverse work environment that promotes constant learning, testing and discovery together.
  • Impact - Make a difference in the lives of millions of people by empowering them with knowledge and access to affordable credit.