Email Specialist I, Online Support at Upgrade

Phoenix, Arizona, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

FintechIndustries

Requirements

1+ years experience in the banking, financial services, or a related industry
Account Servicing Guru; Team player
Attention to detail
Excellent verbal and written communication skills
Excellent grammar and punctuation
Ability to identify process improvements and make recommendations
Ability to multitask
Strong problem solving and analytical skills
Ability to thrive in a changing and fast-paced environment
Proficient with Excel, Word, and Outlook
Knowledge of Slack or other communication tools
Punctual and consistent attendance; available for overtime, holidays, or weekend hours as needed

Responsibilities

Answer emails from various departments via Zendesk
Provide a personalized customer experience via email
Be an expert on our product and processes
Bring a flexible mindset – adopt to changing policy and procedures on a constant basis while maintaining high quality work
Provide exceptional external and internal customer service with a customer experience focus mindset
Meet or exceed production, quality, and customer service goals
Perform other related duties as needed

Skills

Zendesk

Customer Service

Email Support

Product Knowledge

Upgrade

Provides loans, credit cards, and rewards

About Upgrade

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and long-term financial health through accessible credit options.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$532.1MTotal Funding

SERIES_FCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Unlimited Paid Time Off

Paid Parental Leave

Health & wellness initiatives

Risks

Expansion into auto loans increases exposure to credit risk.

Crowded BNPL market may pressure margins for Uplift acquisition.

Investment in new office space may strain resources if growth falters.

Differentiation

Upgrade offers a unique blend of credit and banking products.

The Secured OneCard targets consumers with little or no credit history.

Partnership with FairPlay enhances fairness in lending practices.

Upsides

Expansion into auto loans diversifies Upgrade's product offerings.

Acquisition of Uplift strengthens Upgrade's position in travel financing.

Partnership with Finturf enhances home improvement financing options.

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