Customer Financial Services Specialist
6 days ago
This role is responsible for managing customer accounts, processing financial transactions, and providing exceptional service to our clients. This role requires strong communication skills, attention to detail, and a customer-centric approach to problem-solving. **Roles & Responsibilities** - Provide comprehensive financial services to customers, including account management, credit advisement, and payment solutions. - Analyze customer financial needs and develop tailored solutions to meet those needs, ensuring a high level of customer satisfaction. - Manage customer accounts, keeping accurate records of transactions, payments, and any financial arrangements. - Work closely with the sales and customer service teams to identify opportunities for financial service enhancements and to resolve any customer issues related to billing or payments. - Educate customers on financial products and services, including the benefits and risks associated with each, to empower them in their financial decision-making. - Stay abreast of the latest trends and regulations in the financial services industry to provide informed advice and services to customers. - Collaborate with the finance department to streamline billing and payment processes, ensuring efficiency and compliance with financial policies and regulations. - Performs other duties as assigned. **Requirements**: - 2 to 3 years of experience in customer financial services, banking, or related roles - Bachelor's degree in Finance, Accounting, Business Administration, or a related field strongly preferred - Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in simple terms. - Proficiency in financial software and systems and Microsoft Office Suite. - Detail-oriented with strong analytical and problem-solving abilities. - Ability to handle confidential information with discretion and integrity. - Customer-focused with a passion for delivering exceptional service and building positive relationships. - Proficiency in English and an additional Language of either Japanese, Korean or Thai is required. FedEx was built on a philosophy that puts people first, one we take seriously. We are an equal opportunity/affirmative action employer and we are committed to a diverse, equitable, and inclusive workforce in which we enforce fair treatment, and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, pregnancy (including childbirth or a related medical condition), physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances. **Our Company**: FedEx is one of the world's largest express transportation companies and has consistently been selected as one of the top 10 World’s Most Admired Companies by "Fortune" magazine. Every day FedEx delivers for its customers with transportation and business solutions, serving more than 220 countries and territories around the globe. We can serve this global network due to our outstanding team of FedEx team members, who are tasked with making every FedEx experience outstanding. **Our Philosophy**: The People-Service-Profit philosophy (P-S-P) describes the principles that govern every FedEx decision, policy, or activity. FedEx takes care of our people; they, in turn, deliver the impeccable service demanded by our customers, who reward us with the profitability necessary to secure our future. The essential element in making the People-Service-Profit philosophy such a positive force for the company is where we close the circle, and return these profits back into the business, and invest back in our people. Our success in the industry is attributed to our people. Through our P-S-P philosophy, we have a work environment that encourages team members to be innovative in delivering the highest possible quality of service to our customers. We care for their well-being, and value their contributions to the company. **Our Culture**: Our culture is important for many reasons, and we intentionally bring it to life through our behaviors, actions, and activities in every part of the world. The FedEx culture and values have been a cornerstone of our success and growth since we began in the early 1970’s. While other companies can copy our systems, infrastructure, and processes, our culture makes us unique and is often a differentiating factor as we compete and grow in today’s global marketplace.
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