This is a fully remote position, open to applicants in Texas.

📋 Description

• Engage with members through phone and email communication.

• Provide attentive listening, empathy, and tailored solutions to address their distinct needs.

• Assist members from the initial onboarding process and account setup throughout their financial journey.

• Respond to inquiries and guide members on digital personal finance solutions.

• Collaborate with the team to exchange insights and best practices.

• Maintain accurate documentation of member interactions and activities.

• Participate in training and work towards advancement into higher-level roles.

⛳️ Requirements

• At least 1 year of experience in Customer Service (either in a call center or retail environment).

• A high school diploma or equivalent qualification.

• Availability for an 8-hour shift anytime between 6am and 8pm.

• A people-oriented mindset with a focus on providing solutions.

• Capability to manage a substantial volume of incoming calls.

• Excellent communication abilities.

🏝️ Benefits

• 401(k) plan with employer matching.

• Comprehensive medical, dental, and vision plans with HSA and FSA options.

• Generous vacation and sick leave policies.

• Dedicated days for volunteer work.

• Wellness support through the Employee Assistance Program, Talkspace, and fitness discounts.

• Reimbursement of up to $5,250 for eligible educational expenses.

• Discounts on pet care services.

• Financial assistance during challenging times via the Achieve Care Fund.

• Employee resource groups and a commitment to fostering diversity and inclusion.

• Optional access to the Tempe office.

• Complimentary lunch during monthly hybrid work weeks.

• Additional pay incentives for working on weekends.