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Customer Service Financial Representative

Company: Lending Services Inc.
Location: Carol Stream
Posted on: November 18, 2023

Job Description:

Job Details


Potential for REMOTE WORK OPPORTUNITY after initial in-office training and meeting performance expectations. Average time to achieve these goals would be approximately 8 weeks or more. MUST have a dedicated distraction-free workspace and high-speed internet of 50 mbps or greater with a static IP address. If approved to work from home, LSI will provide ALL computer and phone equipment.


In this exciting, fast-paced position, you will be responsible for answering inbound calls while providing remarkable customer service on behalf of Credit Unions/Banks nationwide.

Summary: Service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms. You will be responsible to protect the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries: view and reconcile account and loan related inquiries, 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. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour.

Language Skills: Ability to read, write, and comprehend complex instructions in an accurate and timely manner. We are always looking for individuals fluent in other languages!

Mathematical Skills: Ability to accurately add, subtract, divide, and multiply to provide callers with accurate account data.

Computer Skills: Type approximately 40 net words per minute.

Compensation: $17.00 an hour, plus Shift Differentials of +$2-$5 an hour! Bi-Lingual Shift Differential of +$1.00/HR for those that qualify.

Hours: Our contact center is open 24 hours a day 7 days a week - more hours to serve our client's needs creates a variety of schedule options for our staff based on our business needs.

Physical Demands/Work Environment: While performing the duties of this position, the employee is regularly required to sit for an extended time, use a keyboard, and talk to callers via a hands free head set. The noise level in the contact center is usually moderate, but at times there could be 100 employees on interactions. If working remote, the noise level is minimal.


  • Experience with general banking knowledge/terminology and banking platforms (mobile, online banking) preferred
  • Proficient typing and computer skills
  • Exceptional attendance record - ability to work days/evenings, Saturday or Sunday and some Holidays
  • Accurately and efficiently navigate through several computer programs
  • Excellent problem solving skills with the ability to multi-task
  • Ability to effectively handle and diffuse challenging situations based on reason for call and temperament of the caller
  • Professional and upbeat attitude that thrives in a fast-paced environment
  • Desire and ability to provide excellent customer service on every interaction


    High school/GED or better (preferred)


    • Paid Training
    • Lucrative Shift Differentials ($2-$5 an hour)
    • 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 (+20 hrs/wk)
    • Life and Disability insurance
    • Pet Insurance
    • Paid Volunteer Time Off - give back to your community!
    • Educational and national employee-assistance programs
    • 401k match
    • Growth opportunities - 90% of leadership positions are filled from within!

      Apply ONLINE at!




      Enthusiastic: Shows intense and eager enjoyment and interest

      Team Player: Works well as a member of a group

      Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

      Dedicated: Devoted to a task or purpose with loyalty or integrity

Keywords: Lending Services Inc., Carol Stream , Customer Service Financial Representative, Sales , Carol Stream, Illinois

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