IBM · 1 day ago
Customer Service Representative – Financial Services
Austin, TX
Full-time
Onsite
Entry Level
1+ years expIBM is a leading financial institution seeking a Customer Service Representative to address the demands of the banking industry. This role involves handling inquiries from clients with Individual Retirement Accounts (IRA) and ensuring exceptional customer service, particularly for new parents.
Artificial Intelligence (AI)Enterprise SoftwareBig DataSoftwareProfessional ServicesBusiness DevelopmentBusiness Information SystemsCRMData ManagementFoundational AI
Responsibilities
Take customer calls, chat and emails and provide accurate, satisfactory answers to their queries and concerns
Efficiently manage customer requests, ensuring a swift and effective response to their IRA needs. Common customer services enquiries include confirmation of account opening, money movement, retirement account processing, account transfers, and password resets
Document all requests meticulously and conduct thorough follow-ups, if necessary, for satisfactory resolution and closure
Maintain accurate customer data, ensuring all customer details and interactions are recorded appropriately and confidentially
Collaborate with other Customer Service Agents to improve customer service
Collaborate effectively with our banking partner to ensure smooth customer services and optimized experience
Protect privacy and security of all consumers and consumer data; adhere to privacy standards regarding PII
Qualification
Required
High school diploma or equivalent required
One (1) year of customer service-related experience required
Excellent communication and interpersonal skills, with a focus on customer-centricity
Ability to work effectively in a fast-paced, dynamic environment
Good problem-solving and analytical skills
Good computer skills/Good data entry or encoding skills
Good Customer Service Skills
Strong verbal, written, comprehension, and typing skills
Office tools/ Data entry experience
Communicate effectively with the public
Comfortable with basic Microsoft windows-based computer applications
Experience using internet browser
Proven experience in a customer service role
Keen attention to detail
Empathy to manage sensitive situations and unsatisfied customers (Both)
Willing to be on phone calls and chats for the entire shift
Ability to work effectively in a fast-paced, dynamic environment
Background verification to include Education verification, Criminal record
Preferred
Further education or certification in Business, Finance, Banking, or a related field is advantageous
Experience in Finance, Banking, or Insurance industry
Company
IBM
IBM is an IT technology and consulting firm providing computer hardware, software, infrastructure, and hosting services.
10001+ employees
H1B Sponsorship
IBM has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3032)
2024 (3301)
2023 (2160)
2022 (1809)
2021 (1157)
2020 (2669)
Funding
Current Stage
Public CompanyTotal Funding
unknown2011-01-14IPO
Leadership Team
Alain Bénichou
Chief Executive Officer, IBM Greater China Group
Alex Yang
CTO and Chief Architect
Recent News
2026-02-13
Global Venturing
2026-02-13
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