Call Center Representative for handling inbound customer calls from shareholders and financial professionals. Supporting clients in processing significant financial decisions and providing real - time information solutions.
About the role
- Customer Service Agent in Lisbon, Portugal managing customer inquiries through calls and emails. Assisting clients with loan processes and ensuring excellent service levels.
Responsibilities
- Making and receiving calls from customers with active loan applications, assisting in clarifying questions about the product, required documentation, and the status of the application.
- Managing inquiry, incident, and complaint emails, ensuring excellent service levels and contributing to the continuous improvement of the customer experience.
- Managing prepayments, amortizations and their allocation.
- Compliance with the PARI process, ensuring the correct application of internal procedures.
- Supporting the adaptation and integration of new customer service processes.
- Collecting relevant information and updating internal Operations reports.
Requirements
- Previous experience in telephone-based customer service (ideally in the financial sector, but not required).
- Proficient in Microsoft tools (Outlook, Teams, Excel, etc.).
- Excellent communication, active listening and negotiation skills.
- Organized, autonomous, and able to manage multiple tasks simultaneously.
- Results-oriented, focused on meeting objectives and detail-oriented.
Benefits
- Permanent contract.
- Fixed monthly salary plus a variable component.
- Schedule: Monday to Friday, 9:00–18:00, with flexible hours.
- Remote work policy: up to 10 days per month.
- Dynamic and collaborative work environment.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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