Finance Associate (SDQ)

Position Summary:

We are hiring for our Customer Support team. The ideal candidate is a positive, proactive, and detail-oriented problem solver. This role combines exemplary customer service with support for our finance and payment operations. You’ll engage with our clients customers through multiple channels and contribute to behind-the-scenes financial processes that ensure a smooth repayment experience, all within a fast-paced startup environment.

Key Responsibilities: 

●  Providing expert service and guidance to our clients over phone, email, and chat

●  Ensure correct documents are sent to clients based on their situation

●  Completing tasks with organized notes with consistent processes

●  De-escalate and /or escalate situations involving dissatisfied customers, offering patient assistance and support.

●  Maintain positive relationships and engage customers by going above and beyond.

●  Support and resolve tickets in an urgent and accurate manner.

● Provides effective customer service by answering customer questions.

●  Investigates and corrects errors; and resolves problems or other issues.

●  Completes all work in accordance with TempoPay’s policies and procedures.

●  May be required to assist with other Customer Services and Operations tasks on an as needed basis

●  Track cardholder repayments and ensure timely, accurate collection

●  Reconcile repayment data across internal platforms and validate against bank deposits

● Support data analysis and reporting to monitor repayment trends, delinquencies, and cash flow

Required Skills/Abilities:

• Advanced English proficiency
• Strong finance or accounting foundation; comfort working with numbers and transactional data
• Working knowledge of Excel is preferred, including experience with complex formulas, pivot tables, and data reconciliation
• Experience analyzing data in support of complex financial products or solutions
• Exemplary customer service skills with a friendly, positive attitude towards both customers and the team
• Ability to understand a customer’s situation and provide options towards resolution
• Tenacity and persuasiveness when it comes to doing what’s right
• Outstanding communication skills (verbal and written)
• Eagerness to learn and accept challenges
• Self-starter who is able to work independently with minimal direction or supervision
• Highly motivated and interested in effecting positive change as a pioneering team member
• Ability to multitask as demonstrated by listening and responding to the customer while using a computer to research and enter information
• Passion that can convey the value of our TempoPay message clearly
• Keen attention to detail and ability to manage large datasets
• Tech savvy

Education and Experience:

• Bachelor’s degree business, finance or accounting
• 3+ years banking and/or customer service experience or 2+ years Fintech startup experience

This position has a Fixed Salary