Customer Service Representative

Roles and Responsibilities

• Provide accurate information on products/services offered by the company to meet customers' needs.
  
• Handle customer queries via phone calls, emails, and chats to resolve their concerns in a timely and professional manner.
  
• Identify opportunities to upsell/cross-sell relevant financial products based on customer feedback.
  
• Maintain records of all interactions with customers using CRM software (e.g., Salesforce).
  
• Collaborate with internal teams to resolve complex issues that require escalation.