What are the responsibilities and job description for the Financial Intake - Customer Service position at Balance?
BALANCE is currently looking for a Customer Service Rep to work fully Remote!
Bilingual Spanish is preferred but NOT required.
The Fin Fit Intake Customer Service role is the first point of contact for our clients contacting BALANCE's Financial Fitness Dept. This position requires an individual detail-oriented, able to multi-task that has an engaging manner with callers. This position is responsible for handling incoming calls, general inboxes, and supporting our Financial Fitness Counselors as well as administrative support of the Fin Fit dept. This is a remote position.
Essential Duties and Responsibilities
To perform this job successfully, an individual must be able to perform each of the essential duties listed below. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.
- Promptly answers incoming calls and emails from clients and determines the nature of the client's situation or question to establish course of action.
- Provides information about national and community resources and refers clients to our client portal BALANCE Hub, to set up a specific session based off the clients' immediate financial goal.
- General knowledge of credit and debt issues, credit reports, housing issues, identity theft, money management, student loans, transitioning to safe and affordable banking Etc.
- Communicates effectively with other team members to meet client needs.
- Provides administrative support as needed.
Knowledge, Skills and Abilities
The requirements listed below are representative of the knowledge, skills, and / or abilities required :
Education and Experience
Experience in one or more of the following :
Other Skills
Physical Demands
While performing the duties of this job, the employee is regularly required to sit and talk or hear, communicate confidently over the telephone and in person, keyboard and mouse, and view and read computer monitor.
Work Environment
This is a telecommuting position. BALANCE will provide all the equipment needed for a station setup. A strong internet connection is required. Equipment will need to be directly plugged into the router / modem (no Wi-Fi). Teleworkers must have a fixed desk, workstation, or office within their home.
ABOUT US
BALANCE is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their financial goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at
BALANCE offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more!
BALANCE is an Equal Opportunity Employer that does not discriminate based on race, religion, color, sex, age, national origin or disability.
18- $19 per hour
San Antonio Texas
Salary : $18 - $19
