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Insight Global

Customer Service Representative - Financial Services

Career Insights for Financial Services Representative

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Scorecard

Based on Ohio data

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$68,501 / year median in Ohio

-10% projected decline

Explore Career

Job Description

Position:
Call Center Representative Location:
Westerville OH - Onsite Required Skills & Experience 1+ years of contact center, customer support, or help desk experience Strong verbal and written communication skills Experience supporting banking, payments, financial services Ability to troubleshoot basic user and payment-related issues Strong attention to detail and documentation skills Proficiency with Microsoft Office Suite Nice to Have Skills & Experience ACH, wire payments, or payment processing knowledge Exposure to online banking platforms Experience with Genesys Insight Global is seeking a Contact Center Support Representative to join the AAB Payment Group for a leading financial services organization. This individual will serve as the first point of contact for customers needing assistance with payment-related products and services. The ideal candidate is customer-focused, detail-oriented, and thrives in a fast-paced environment. Responsibilities include handling inbound support requests, troubleshooting payment and online banking issues, documenting interactions, and partnering with internal teams to ensure timely resolution. This is an excellent opportunity for someone looking to gain experience within the banking industry while having the potential for long-term growth through contract extension or full-time conversion.
Pay:
$19.00 - $22.00 per hour Expected hours: 40.0 per week
Benefits:
401(k) Dental insurance Health insurance Vision insurance
Work Location:
In person

Benefits

  • 401(k) Plans
  • Health Insurance
  • Dental Insurance
  • Vision Insurance