Bilingual Customer Service Representative, Beyond Finance

Salary not provided
Junior level
Remote in US

More information about location

Beyond Finance

Debt resolution programs

Open for applications

Beyond Finance

Debt resolution programs

501-1000 employees

FintechB2CFinancial Services

Open for applications

Salary not provided
Junior level
Remote in US

More information about location

501-1000 employees

FintechB2CFinancial Services

Company mission

To help people escape crippling debt and achieve financial freedom.

Role

Who you are

  • The ability to work weekends and evenings is required
  • 1 year call center experience (Required)
  • Bilingual - Spanish (Required)
  • Reliable, High Speed, Internet connection (Required)
  • Technical proficiency with Client Relationship Management system (CRM)
  • Strong customer service orientation
  • Strong communicator: Includes listening, verbal & written communication, courteous and professional active listening skills is a must
  • Effective problem solver
  • Effective at time management, planning & organizing tasks and time
  • Ability to understand and empathize with customer issue(s)
  • Ability to work from home in a distraction free environment

What the job involves

  • Our Customer Service Representatives (CSR) serve as the primary point of contact for clients enrolled in Beyond Finance’s financial hardship programs
  • They are Beyond’s voice to the client and provide the connection between our Sales and Operations teams
  • Our CSRs possess a “second-to-none” work ethic and an upbeat, positive and passionate attitude about customer service
  • By responding promptly to client requests, and possessing an acute awareness that allows them to anticipate the client’s needs and exceed expectations, our Client Success Department is critical to the success of helping maintain Beyond’s exemplary customer brand
  • As a Customer Service Representative, you will complete a 4 week training program to become an expert in Beyond's financial hardship programs
  • After you successfully complete training, you will be responsible for providing superior customer service and a positive experience to our clients
  • Above all else, provide a best-in-class customer service experience over the phone by responding to client requests, anticipating unstated needs, and educating them on our programs
  • Through demonstrated effective listening, analyze client problems and provide information and solutions in a timely and efficient manner
  • Employs strong interpersonal skills to handle difficult calls courteously and professionally
  • Thoroughly documents request outcomes for accurate tracking and analysis
  • Work efficiently and effectively to independently resolve client requests, both as a team and independently
  • Develops and maintains positive client relations and coordinates with other departments within the company to ensure client requests and questions are handled appropriately and in a timely manner
  • Operates a desktop computer to obtain and extract information; documents information, activities and changes in the CRM database (Client Relationship Management System) for client accounts
  • Utilizes appropriate resource materials to effectively and accurately interpret‚ respond and resolve client inquiries and problems
  • Handle a high volume of clients in a work from home call center environment

Our take

In a financial landscape where consumer debt has reached record highs, Beyond Finance specializes in debt resolution services tailored to individual needs. Recognizing the complexities of personal debt, the company focuses on creating debt reduction schemes that guide consumers through the intricacies of debt consolidation and resolution, offering a strategic approach to alleviate the burden of indebtedness.

The company's debt reduction programs come equipped with financial education and tools, delivered via an individualized scheme. Importantly, this is all accessible via a mobile app, meaning Beyond's programs stand out for being incredibly easy to manage and use.

This commitment to providing simple, tailored debt resolution services underscores Beyond's dedication to helping individuals regain financial control. In its pursuit of sustained growth, the company has secured a substantial injection of capital that is poised to propel its consistent operations and fuel future growth.

Freddie headshot

Freddie

Company Specialist

Insights

Few candidates hear
back within 2 weeks

Company

Company benefits

  • Generous PTO
  • Competitive Health Care Plans
  • 401(k) Matching
  • Paid Referral Program
  • Paid Parental Leave
  • LifeMart Discount Program
  • At-home Equipment Provisions

Company values

  • Clients First: We walk with our clients every step of the way through their finanical journey, showing compassion and empathy until we help them live the debt-free life they deserve
  • Best Answer Wins: We encourage differences of opinion and perspective through direct communication, collaboration and empowering people across all roles and levels. Our innovative ideas and broad range of expertise help us reach the best solution for those we serve
  • Data-driven Approach: Fueled by technology and data, we are inspired to explore new ways to solve old problems. We use metrics and innovation to maximize customer satisfaction and retention
  • Operate as an Owner: We are motivated to execute, deliver results and roll up our sleeves to work together for the success of our clients, our company and each other
  • Elevate Others: By working together, we lift up our clients and employees to strive for excellence, reach their milestones, and accomplish their objectives

Company HQ

Chicago Loop, Chicago, IL

Founders

Lou Antonelli

(COO, not founder)

Has worked at Beyond Finance since 2019, initially as an Executive VP before becoming the Chief Operating Officer in 2020. Before joining Beyond, they were the VP and CRO at National Debt Relief and the Director of Business Relationships at Costco.

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