LSI (Lending Solutions, Inc.) · 1 day ago
Financial Service Trainee – Knoxville, TN – Customer Service
LSI (Lending Solutions Inc.) is seeking a Financial Service Trainee to provide exceptional customer service for credit unions and banks nationwide. The role involves handling inbound calls, processing banking transactions, and educating customers about products and services while ensuring fraud prevention and account protection.
Financial ServicesFinTech
Responsibilities
Service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms
Protect the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates
Provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need
Qualification
Required
Ability to read, write, and comprehend complex instructions while clearly and professionally communicating in an accurate and timely manner
Ability to accurately add, subtract, divide, and multiply to provide callers with accurate account data
Type approximately 40 net words per minute and have the ability to troubleshoot basic computer issues
Exceptional attendance record - ability to work scheduled days/evenings, Saturday or Sunday and some Holidays
Quickly and efficiently navigate through several computer programs simultaneously while accurately documenting interaction details
Excellent problem-solving skills with the ability to multi-task
Ability to communicate clearly and professionally while effectively handling and diffusing challenging situations based on reason for call and temperament of the caller
Ability to manage and control emotions and stress while maintaining excellent customer service on all interactions
Professional and upbeat attitude that thrives in a fast-paced environment
Desire and ability to provide excellent customer service on every interaction
Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status's, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher
High school/GED or better (minimum)
Preferred
Experience with general banking knowledge/terminology and banking platforms (mobile, online banking)
Benefits
Paid Training
Shift Differentials ($2-$5 an hour) for hours worked in the evenings, weekends and observed holidays
Spanish Bilingual Differential + Incentives for Eligible Bilingual Interactions
Work-From-Home opportunity upon meeting all performance and attendance requirements, policies, and RWA eligibility requirements
Relaxed dress environment
Generous Paid Time Off – rest and relaxation!
Year-round employee appreciation events and online recognition award program – you are awesome!
Free Coffee at all LSI facility locations
Medical, Dental and Vision Insurance for Full and Part-time employees (+30 hrs/wk)
Life and Disability Insurance
Pet Insurance
Paid Volunteer Time Off – give back to your community!
Educational Assistance and Employee-Assistance-Program
401k/Profit Sharing with Safe Harbor Match
Growth opportunities – 90% of leadership positions are filled from within!