The Connection® is working a major financial institution providing customer support and application processing for personal and small business consumers in their credit card division.

Company Goal for Outsourcing

  • One call resolution customer service to eliminate repeat calls
  • Complete application requests from consumers
  • Answer general information about the financial institution, available credit cards, and credit card application
  • Secured and PCI compliant environment
  • Maintain do-not-contact registry

Key to Success

The Connection® enjoys a long-term relationship with this client, where regular KPI attainment and consistent performance has been a key to the successful partnership.

Tasks to Accomplish Success

  • CSR’s receive extensive product training prior to being placed on the phones.
  • CSR’s enter an incubation period upon successful completion classroom training, where they are heavily monitored and coached to ensure successful habits are being built from training.
  • CSR’s are provided ongoing coaching and development on a bi-weekly basis to ensure that they are always knowledgeable, and efficient.
  • During higher volume campaigns, CSR’s are provided flexible scheduling to ensure that the volume is handled during these peaks.

Summary

Our exceptional customer service provided a one stop experience for this major financial institution. The Connection® not only meets, but often exceeds the client goals and expectations which has resulted in a positive long-term relationship.

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