About the job

Responsibilities

• Process and maintain accurate records for customer financial accounts, including credit cards, loyalty programs, and store financing options.
• Assist customers with inquiries regarding their accounts, providing clear and concise information.
• Resolve account issues promptly and professionally, ensuring customer satisfaction.
• Analyze account data to identify potential problems and discrepancies.
• Reconcile accounts and ensure all financial transactions are accurate and complete.
• Perform account maintenance tasks such as updates, changes, and closures.
• Adhere to all company policies and procedures regarding financial security and data privacy.
• Work collaboratively with internal teams such as sales, customer service, and credit departments.
• Stay up-to-date on company policies and regulations related to financial accounts.

Minimum Competencies Required for the position 

• Minimum of 1 year of experience in a customer service role, preferably with financial account management experience.
• Strong understanding of basic financial principles and concepts.
• Excellent accuracy and attention to detail.
• Proficient in Microsoft Office Suite (Word, Excel).
• Exceptional communication and interpersonal skills, both written and verbal.
• Ability to work independently and take initiative to problem-solve.
• Strong organisational skills and the ability to prioritise tasks in a fast-paced environment.