Profile Number:
Date:
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Job Profession:
Job type:
Customer Service Representative_Banking
Company description
For our client - fintech company - a Buy Now Pay Later (“BNPL”) services provider, we are looking for a Customer Service Representative, in Bucharest.
Description
Assisting customers with solving situations related to the granting process, loan administration, payments and prepayments, early reimbursement, etc.;
Managing client’s requests in the CRM platforms;
Performing customer identification at the beginning of each incoming/outgoing call;
Assessing customer credit applications and adhering to application approval policies;
Collecting customer feedback and updating customer records;
Communication with business partners (vendors) and execution of back-office tasks processes in the settlement and settlement of claims field;
Generating, updating, and transmitting reports/files and responding to printing partner requests;
Managing documentation and archive;
Implementing payment transactions;
Registering the files received from payments provider partners in the core system;
Monitoring and processing of documentation management in the bookkeeping field (invoices, bills recording in the accounting system);
Creating invoices and statements;
Cooperating with the Sales department in order to reconcile transactions in "Undelivered" status;
Following procedures and policies and actively contributing to the updating of existing procedures as well as to the generation of new procedures when the situation requires it.
Requirements
Minimum high school diploma and/or further education in finance, business administration, or similar (a university degree in economics, business, or similar is an advantage);
2 years of experience in Customer facing and Back office roles, within a financial organization or similar;
Basic understanding of English;
Good understanding of spreadsheet, presentation, and word processing tools (Microsoft Office Excel, PowerPoint, Word, and other);
The ability to solve complex interpersonal situations and complaints in the best manner;
Good organizational skills, openness, and aptitude for teamwork;
Understanding at least the basis of personal finance, consumer loans, e-commerce, digital payments ecosystems, retail banking, credit card business, fintech and similar;
Ability to work in a fully independent and responsible manner;
Willingness to work in a two-shift work schedule.
