Upgrade is a fintech unicorn founded in 2017. We are the fastest-growing company in the Americas (Financial Times). In the last five years, over 15 million people have applied for an Upgrade card or loan, and we have delivered over $10 billion in affordable and responsible credit. Our innovative Upgrade Card is the fastest growing credit card in America (Nilson Report). Combining the flexibility of a credit card with the low cost of an installment loan helps us redefine banking.
Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, one of the “Top Companies to work for in Arizona”, and we have received awards for being a best company for Diversity, Women, Culture, and Veterans.
We are looking for new team members who get excited about designing and delivering new and better products to join a team of 900 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.
The Banking Operations Specialist is part of the growing Business Programs department focusing on new and ongoing strategic initiatives that contribute to the success of the Phoenix Servicing Center. This role supports existing and new products, critical processes, and other initiatives vital to the success of Upgrade. The ideal candidate thrives in a workplace that is constantly changing due to rapid growth and brings a positive mindset to our team environment
About the Role:
The Deposit Servicing Specialist is part of the growing Operations department focusing on new and ongoing strategic initiatives that contribute to the success of the Phoenix Servicing Center. This role supports our customers and is vital in creating an exceptional customer experience, helping our customers navigate existing and new products. The ideal candidate thrives in a workplace that is constantly changing due to rapid growth and brings a positive mindset to our team environment.
What You’ll Do:
- Support our existing customers by responding to their questions via phone
- Balance between customer communication (phone) and system-based processing (estimated
- 95/5 split between phone time and time processing in the system)
- Provide excellent customer service in all customer interactions
- Support operational policy and procedures by identifying and recommending improvements and updates to content
- Work hours may change to accommodate customer needs, this includes starting and finishing times as well as days worked. Our hours change with daylight savings.
- Perform other duties as necessary to support business needs
What We Look For:
- 1+ years experience in a service center environment, answering customer calls and resolving issues.
- Banking or financial services experience a plus
- Bring a flexible mindset – as a start up, we are growing quickly and you may need to adapt to changing policies and procedures while maintaining high quality standards.
- Positive attitude and willingness to work with teammates to accomplish tasks and responsibilities everyday
- Excellent time management and work prioritization skills
- Capable of completing assigned tasks with careful attention to detail
- Ability to thrive in a fast-paced and changing environment with ease and with minimal supervision
- Strong verbal and written communication skills
What We Offer You:
- Great open office space
- Paid time off (PTO)
- 401K matching
- Comprehensive benefits package: Medical, dental, vision, life insurance & disability
- Conveniently located in the heart of Downtown Phoenix close to light rail and public transportation
- Paid parking or platinum pass
- New Hire Training Program
- Wellness Incentive Program
- Kitchen fully stocked with snacks and beverage
Job Type: Full-time
Pay: $21.50 per hour
Schedule:
Work Location: In person