Customer Service Representative - Banking

Minneapolis, MN Full Time

POSTED ON 2/25/2025

AVAILABLE BEFORE 5/23/2025

What are the responsibilities and job description for the Customer Service Representative - Banking position at Finance Professionals Inc.?

Project name / Description : We are looking for resources to help support the Credit Access Line Promotion

Daily Responsibilities :

Verify terms, amounts and instructions for draw requests during our promotion period. Process book keeping entries for transactions.
Banking systems will be used, Workflow, salesforce, CreditLink and a few others but training will be provided.

Must-have Skills / Experiences and / or Education, certifications, qualifications, designations :

Good customer service and ability to take inbound phone calls

Nice-to-have Skills / Experience and / or Education, certifications, qualifications, designations :

Excel, Word, Telephony

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