Job title: Client Success Representative – Part-Time Weekend Shift
Company: Newtek One
Job description: NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business (“SMB”) market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.Newtek’s and its subsidiaries’ business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.NewtekOne is looking for a Client Success Representative. (Please see below for available shifts)As a Client Success Representative, you will be responsible for directing and controlling the flow of all incoming calls, gathering basic contact information whenever possible and assigning clients to the appropriate Business Service Specialist.Essential Functions & Responsibilities:
- Answer incoming phone calls for all Newtek offices and divisions as applicable, direct calls to appropriate department
- Receive inbound calls to/or from potential customers/referral sources
- Interact with customers by way of telephone, email, or in person in a professional manner
- Provide outstanding professional customer service
- Use Newtracker (internal system) to enter client information and assign to appropriate department with regard to distributing workload evenly
- Provide direct bridge to alliance partner call center, as well as Newtek division teams
- Serve as quality assurance checkpoint, alerting appropriate parties of any issues or suspected issues
- If an opportunity presents itself, cross sell other Newtek services to a new or existing customer with the belief that you are creating a partnership and serving the customer by introducing them to additional products or services that assist the business owner in increasing sales, reducing expenses and minimizing risk
- Provide timely and accurate status of assigned referrals to Management
- Maintain strong knowledge base of all Newtek business units as they relate to Lending, Payroll, Merchant Processing, Insurance, and Technology
Knowledge, Skills & Abilities:
- Computer literate: Proficient with Microsoft Office products such as Work, Excel and Outlook
- Strong listening, verbal, and written communication skills are essential
- Excellent attention to detail, follow up, and problem-solving ability
- Excellent work ethic and ability to work flexible hours and days (Including Holidays)
- Ability to adapt to a rapidly changing work environment
- 2-3 years phone experience
- Ability to handle large volumes of incoming calls daily
- Self-motivating and great teamwork attitude
- Ability to quickly learn about company products or services
- Ability to meet deadlines and plan accordingly
Hourly Range: $17.00 – $20.00 per hourAvailable Shifts:Part-Time Weekend Shift:Daytime shift: 4:30PM EST to 11:30PM EST both Saturday and Sunday
Or
Overnight shift: 11:30PM EST to 8AM EST both Saturday into Sunday and Sunday into MondayNewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.
Expected salary: $17 – 20 per hour
Location: Boca Raton, FL
Job date: Tue, 01 Apr 2025 22:09:55 GMT
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