Service Delivery Representative III

Location: Tustin, California, United States

Salary: $24.56–$35.62 per hour

Company

hirify.global provides financial products and services to its members.

What you will do

• Handle member inquiries across phone, eServices, chat, and secure message channels, providing accurate information about products, services, policies, and procedures.
• Process account transactions, ACH and electronic payments, domestic and international wire transfers, card claims, account vesting changes, and advanced loan account maintenance.
• Research complex account issues, identify viable solutions, collaborate with specialty departments, and follow concerns through to resolution.
• Protect member accounts by verifying identities, maintaining confidentiality, recognizing potential fraud, and following regulatory requirements including BSA procedures.
• De-escalate difficult interactions with empathy, recommend relevant products and services, and provide financial education resources.
• Support department projects, create training resources, improve processes, and mentor SDR I and SDR II teammembers.

Requirements

• High school diploma or GED.
• 3–5 years of prior related experience.
• Strong communication, reflective listening, empathy, questioning, transaction summarization, and information-entry skills.
• Problem-solving ability, sound judgment, initiative, accuracy, and the ability to work independently.
• Ability to navigate multiple technology systems and computer screens and adapt to software and technology changes.
• Must work onsite in Tustin, California.

Culture & Benefits

• Full-time schedule of 40 hours per week.
• Inclusive and equitable hiring environment.
• Equal opportunity employer committed to diversity and inclusion.
• Participation in E-Verify and required regulatory compliance training.