Customer Service/Data Entry Specialist Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: The Customer Service/Data Entry Specialist position at Unity Fi Solutions in Charlotte, NC 28202 is ideal for detail-oriented individuals with strong data entry skills. This role involves a hybrid work schedule, with in-office days on Tuesday- Thursdays. Responsibilities include entering data accurately, maintaining spreadsheets, providing customer support, and ensuring data integrity. The ideal candidate will have excellent communication skills, banking or fintech industry experience, and proficiency in Office suite products. The position offers full-time benefits including 401(k) matching, health insurance, paid time off, and more. Successful completion of pre-employment background screening is required.
Job Description
Customer Service/Data Entry Specialist Unity Fi Solutions Charlotte, NC 28202 • Hybrid work
Position Overview:
We are seeking a detail-oriented and highly organized Customer Service/Data Entry Specialist to join our fintech team. This hybrid role involves a mix of in-office and remote work, with mandatory in-office days on Tuesday- Thursdays . The ideal candidate will have strong data entry skills, excellent communication abilities, and experience in the banking or fintech industry.
Essential Job Functions:
Enter customer and account data from source documents within established time limits. Create and maintain spreadsheets with large data sets, ensuring accuracy and attention to detail. Verify data accuracy by comparing it against source documents. Update and maintain existing data within company systems. Answer phones and provide customer support as needed. Retrieve data from databases or electronic files as needed. Perform regular backups to safeguard data integrity.
Qualifications/Skills:
Excellent communication and interpersonal skills. Strong attention to detail and organizational skills. Ability to manage time effectively and prioritize tasks. Proficient in critical thinking and problem-solving. Ability to handle sensitive information with confidentiality. Successful completion of pre-employment background screening is required. Computer Proficiency is a must, especially in Office suite products (Word, Excel, Outlook and CRM platforms Ability to pay attention to details and excellent reporting skills. Ability to work remotely with minimal supervision
Location:
Charlotte, NC Schedule:
Hybrid (In-office Tuesday- Thursdays )
Job Type:
Full-time Job Type:
Full-time Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance
Schedule:
8 hour shift Application Question(s): Describe a time when you provided exceptional customer service. What was the situation, what actions did you take, and what was the outcome? Ability to
Relocate:
Charlotte, NC 28202: Relocate before starting work (Required)
Work Location:
Hybrid remote in Charlotte, NC 28202
