Evolve: Shaping the Future of Fintech with its Financial Services Specialist Role
Evolve, a leading player in the financial technology (fintech) industry, has been recognized as a top workplace for seven consecutive years. In addition to this, it has been featured in the prestigious Inc. 5000 list as one of the fastest-growing companies. This success is driven by passionate employees who strive to deliver exceptional customer experiences while working at the forefront of banking and financial technology.
One significant role within the company is that of the Financial Services Specialist. These professionals represent the face of the company, interacting with clients and end-users of Evolve’s cutting-edge fintech services. The responsibility may be immense, but so are the rewards, as they get to serve as brand ambassadors for a company that is shaping the future of banking and financial technology.
The Role of the Financial Services Specialist
The Financial Services Specialist is at the heart of Evolve’s customer support center. They handle client interactions across various channels, including voice calls, emails, chat, SMS, and social media. They address queries ranging from checking accounts to online banking, cards, bill pay, and more, leveraging the latest technology and support tools.
Their primary responsibilities include answering customer inquiries swiftly and accurately, delivering exceptional service, and resolving issues during the first call. They are also tasked with identifying and offering customers the financial products and services they need to succeed, educating them about the benefits of these offerings. Specialists are expected to meet and exceed established team goals for quality and productivity while escalating any issues that may negatively impact the customer experience.
Prerequisites for the Role
Evolve seeks candidates with an associate or bachelor’s degree and prior banking experience. Experience in a Customer Support Center is preferred, along with general banking industry business knowledge. Bilingual candidates (English and Spanish) are a plus. A minimum of two years of customer service experience is also required.
Key Competencies
Evolve values employees who are passionate about enhancing the customer experience and assisting both internal and external customers. Excellent verbal and written communication skills, problem-solving abilities, and customer advocacy are key competencies for this role. Candidates should also possess strong computer skills and the ability to use multiple applications simultaneously. A keen eye for detail, a positive attitude, and a professional demeanor are also essential, along with the ability to handle sensitive information confidentially.
Evolve is an Equal Opportunity Employer and is committed to complying with all federal employment laws. For more information about your rights as a job applicant, you can review the “Know Your Rights” notice from the Department of Labor.
For those interested in shaping the future of fintech and delivering exceptional customer experiences, the role of Financial Services Specialist at Evolve may be the perfect fit. To learn more about Evolve and this exciting opportunity, click Here.
