Customer Service Representative – Financial Services

Job overview

The Customer Service Representative – Financial Services is an onsite, full-time role in Chesapeake, VA. Compensation is not specified. The position supports customer service at A.P.S. Financial, Inc., a financial services firm focused on client satisfaction and financial solutions. The representative responds to customer questions and complaints, documents interactions, follows up on issues and transactions, and works with sales colleagues. The role contributes to customer retention and a professional service experience.

What you'll do

• Respond to customer questions and direct customers to appropriate service channels
• record interactions, transactions, comments, and complaints
• follow up with information or issue resolution
• address complaints and confirm resolution
• identify customer needs
• work toward personal and team sales targets through upselling and cross-selling
• collaborate with sales to identify opportunities
• provide feedback on service processes.

What we're looking for

Skills & competencies

customer service representative

financial services

chesapeake va

a.p.s. financial

customer support

phone communication

crm

issue resolution

sales targets

training support

career advancement

Work arrangement

• Weekend coverage required

Benefits & perks

• Health benefits and paid time off
• training and licensing support
• career advancement opportunities.

Why this role

The role combines customer support, issue resolution, and sales-target contributions.

About the employer

A.P.S. Financial, Inc. is hiring for this role. Industry: Marketing Consulting Services. Sector: 54.