Dynamic Sales & Service Representative – Customer Care & Relationship Management Specialist at brighthush

About brighthush

brighthush is a forward‑thinking financial services firm that places people at the heart of everything we do. With a legacy of community investment and a commitment to relationship‑based service, we empower our clients to achieve their financial goals while fostering a culture of integrity, innovation, and inclusivity. As we expand our reach across the United States, we’re looking for passionate, customer‑centric professionals to join our remote Customer Care team and help us deliver exceptional experiences to every client.

Role Overview

As a Sales & Service Representative – Customer Care & Relationship Management Specialist at brighthush, you will be the first point of contact for our valued customers. You’ll combine sales acumen with a genuine desire to help, ensuring that each interaction not only resolves the customer’s immediate needs but also builds long‑term loyalty. This role is ideal for individuals who thrive in a fast‑paced, remote environment and who are eager to grow their career in the financial services industry.

Key Responsibilities

• Customer Engagement: Handle inbound inquiries via phone, chat, and email, providing timely, accurate, and empathetic support.
• Product Promotion: Present and upsell brighthush’s suite of financial products—including checking accounts, savings plans, credit solutions, and investment services—to meet customer goals.
• Issue Resolution: Diagnose and resolve account, transaction, and service issues, escalating complex matters to specialized teams when necessary.
• Relationship Building: Develop trust with customers by actively listening, offering tailored solutions, and following up to ensure satisfaction.
• Data Accuracy: Maintain meticulous records in our CRM system, ensuring all customer interactions are logged and actionable insights are captured.
• Compliance & Security: Adhere to all regulatory and company policies, including the use of PingID for secure authentication.
• Continuous Improvement: Participate in training sessions, share feedback, and contribute to process enhancements that elevate the customer experience.

Essential Qualifications

• Minimum of 1 year of customer service or sales experience in a related field.
• Strong verbal and written communication skills in English.
• Proven ability to handle high‑volume, multi‑channel customer interactions with professionalism.
• Self‑motivated, detail‑oriented, and comfortable working independently from a dedicated home workspace.
• Reliable high‑speed wired internet connection and a device capable of running PingID.
• High school diploma or GED is not required; relevant experience and a passion for customer service are paramount.
• U.S. citizenship or lawful permanent residency (no visa sponsorship available).

Preferred Qualifications

• Experience in the financial services industry, particularly with banking or investment products.
• Familiarity with CRM platforms such as Salesforce or Zendesk.
• Knowledge of regulatory compliance standards (e.g., GLBA, PCI‑DSS).
• Previous remote work experience with a track record of meeting or exceeding performance metrics.
• Strong analytical skills and the ability to translate data into actionable customer insights.

Skills & Competencies

• Customer‑First Mindset: A genuine desire to help customers achieve their financial objectives.
• Communication: Clear, concise, and persuasive communication across multiple channels.
• Problem‑Solving: Ability to diagnose issues quickly and propose effective solutions.
• Adaptability: Comfortable navigating changing priorities and evolving product offerings.
• Team Collaboration: Willingness to share knowledge and support peers in a virtual environment.
• Time Management: Efficiently manage multiple tasks while maintaining high quality of service.

Tools & Technology

• PingID for secure authentication and multi‑factor authentication.
• CRM systems (e.g., Salesforce, Zendesk) for customer data management.
• Microsoft Office Suite (Word, Excel, Outlook) and collaboration tools such as Teams or Slack.
• Remote desktop and secure VPN access for safe data handling.

Work Environment & Culture

At brighthush, we believe that a supportive, inclusive culture fuels innovation and drives success. Our remote work model offers flexibility, allowing you to balance professional responsibilities with personal commitments. We foster a collaborative environment where ideas are valued, and every team member has a voice. Our culture is built on:

• Transparency: Open communication channels and regular updates from leadership.
• Growth Mindset: Continuous learning opportunities and mentorship programs.
• Diversity & Inclusion: A commitment to creating a workplace where everyone feels respected and empowered.
• Well‑Being: Resources for mental and physical health, including virtual wellness workshops.

Career Growth & Development

We invest in our people’s professional journeys. As a Sales & Service Representative, you’ll have access to:

• Structured onboarding and ongoing training modules covering product knowledge, sales techniques, and regulatory compliance.
• Mentorship from senior customer experience leaders who guide career progression.
• Clear performance metrics that open pathways to advanced roles such as Senior Account Manager, Customer Success Lead, or Product Specialist.
• Cross‑functional projects that broaden your skill set and expose you to different facets of the business.
• Annual tuition reimbursement for courses related to finance, customer experience, or leadership.

Compensation & Benefits

We offer a competitive total rewards package designed to support your financial well‑being and personal growth:

• Base Salary: $33,750 – $67,500 per year, commensurate with experience and performance.
• Performance Bonuses: Quarterly incentives tied to customer satisfaction and sales targets.
• 401(k) Matching: Up to 4% of your salary matched by brighthush.
• Paid Time Off: Generous vacation, sick leave, and personal days, plus paid holidays.
• Parental Leave: Paid parental leave for new parents, ensuring a smooth transition.
• Health & Wellness: Comprehensive medical, dental, and vision plans, plus a wellness stipend.
• Professional Development: Tuition reimbursement, conference attendance, and access to an online learning portal.
• Employee Assistance Program: Confidential counseling and support services.
• Remote Work Stipend: Monthly allowance for home office equipment and internet upgrades.

Eligibility & Work Location

This is a full‑time, remote position open to candidates located in Pennsylvania or anywhere within the United States. A dedicated home workspace, high‑speed wired internet, and a device capable of running PingID are required. Please note that brighthush does not sponsor visas for this role.

How to Apply

Ready to join a team that values your expertise and supports your growth? Click the link below to apply and take the first step toward an exciting career with brighthush.

Apply to brighthush

Why brighthush?

At brighthush, you’ll find more than just a job—you’ll discover a community of professionals dedicated to making a difference. Our commitment to ethical banking, community outreach, and employee empowerment sets us apart in the financial services industry. If you’re passionate about delivering outstanding customer experiences, eager to grow your sales and service skills, and ready to thrive in a flexible, remote environment, we want to hear from you.