Financial Service Specialist


Job Description

Passbook is the first digital financial service for immigrants in the US. We believe that leaving home is hard enough and managing your money shouldn’t be, so we introduce the first digital financial solution with no fees, with no SSN required & for international use. Our vision is to transform the lives of immigrants and their families by providing the most trusted financial service products on the planet. At Passbook, your work has a direct and positive impact on people around the globe. Your work matters, every day.

As a Passbook digital financial service specialists you provide a premium and compelling experience to our customers to earn their love & trust. Your primary focus in this critical support role is to creatively resolve customer’s issues, engage actively with our customers in a personalized way and escalate major customer pain points to our product teams to improve our service quality. This is achieved through following existing standard operating procedures and providing feedback about them. You will be empowered to think outside the box while respecting our guardrails to protect our customers and the business.

Job Duties & Responsibilities

  • Voice of the Customer
    • Own customer’s issues from start to finish such as Deposit Issues, Card Transaction Issues, Disputes or any other issue for which they are calling by serving as the primary point of contact.
    • Liaise between customer and business to improve their experience and product by advocating to the customer’s needs from the product, how they want it and how we can make it happen by partnering with each team manager to share these recommendations with the product teams.
    • Innovate how we provide solutions to our customers and how they can be happy with our service.
    • Superior Customer Service Skills
      • Knowledgeable specialist who will be trusted to exercise their own judgement to deliver superior customer service in order to complete customer’s request such as Activating cards, updating personal information, or even walking the customer through our app experience.
      • Sometimes you won’t know the right answer, but you’re the kind of person who is always up for the challenge and will find the best solution for the customer by effectively navigating our knowledge tool.
      • Provide remittance assistance to customers in handling their issues from start to end. As a Financial Service Specialist for Passbook you are responsible for solving their issues without the need of connecting to other teams.
      • Protect the business by assuring policy guardrails, but exercising judgement to be flexible when doable.
      • Create compelling customer experience to drive loyalty by connecting with the customer genuinely and respectfully.

    Functional Competencies

    • Keen problem solvers
    • Think on your feet
    • Ability to read customers and anticipate customer future needs
    • Ability to handle surprises
    • Persuasion skills
    • Tenacity
    • Resolution oriented focus
    • Closing ability
    • Fast learner


    • High school diploma or equivalent
    • Experience in financial or similar industry experience
    • Strong organizational, analytical and problem solving skills
    • Effective time management skills
    • Customer centric and goal-oriented focus
    • Flexibility to work and learn independently to meet deadlines
    • Excellent communication skills
    • Typing proficiency
    • Adaptability to a fast-paced and evolving environment
    • Willing to continuously learn and to do new tasks.
READ:   Facilities Specialist

  • Nivel de antigüedad

    Sin experiencia

  • Tipo de empleo

    Jornada completa

  • Función laboral

    Finanzas y Ventas

  • Sectores

    Servicios y tecnologías de la información , Software y Servicios financieros

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