Client Service Banker – Contact Center

Role Summary This position involves providing phone-based client service at a on-site location, serving as the primary contact for inbound calls, handling call routing, authentication, and issue triage. Responsibilities include resolving banking needs such as inquiries, transfers, payments, and digital support with a focus on first-call resolution. The role requires educating clients on digital tools, de-escalating concerns with professionalism, and documenting interactions accurately in CRM systems. Key duties include adhering to risk, compliance, and quality standards, following verification and fraud-prevention procedures, and maintaining high-quality work. Collaboration with team members and continuous process improvement are essential. The role demands working on-site with flexible shifts, including Saturdays, and participating in ongoing training. Qualifications include a high school diploma or GED (associate or bachelor’s preferred), with 1-3 years of client-facing experience in banking or call centers. Skills required are excellent communication, active listening, problem-solving, attention to detail, and proficiency with call handling tools, CRM platforms, and Microsoft Office. Bilingual skills are a plus.