| Role | Customer Experience Representative | Team | Customer Service |
| Reports to | Office Supervisor | Responsible for | Customer engagement and experience |
| Status | open |
JOB SUMMARY
We are looking for someone seeking an entry-level opportunity in the financial services industry. The ideal candidate should be driven, motivated, and eager to learn, with a strong desire to make a meaningful contribution to the growth and development of the institution. The successful candidate must be a team player who is also capable of working independently, demonstrating initiative, accountability, and a strong work ethic. The Customer Experience Representative should be able to work in a fast-paced environment that prioritize customer engagement. The representative should be adaptable, and able to use different customer service techniques to assist customers. They will be joining a small but mighty team committed to providing excellent customer service and driving efficiency and effectiveness through company expectations. This role is open to candidates of all backgrounds and abilities.
JOB RESPONSIBILITIES
| Key area | Tasks |
| Administration, | Maintain and organize loan files |
| Filing and Report (Secondary) | Update repayment schedules and payment histories |
| Verify customer identification and supporting documents | |
| Ensure compliance with internal policies and regulatory requirements | |
| Liaise with customers regarding documentation and account updates | |
| Customer service (Primary) | Engage with customers in a positive, approachable and respectful manner. |
| Assist customers with product inquiries, providing in-depth product knowledge and suggestions based on their needs. | |
| Handle customer concerns, ensuring a high level of satisfaction by resolving issues promptly |
QUALIFICATIONS
| Educational and Experience | Skills & Competencies: |
| Three (3) CSEC including English |
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