Client Service Banker – Contact Center

About the Role

This role involves providing phone-based client service by handling inbound calls, addressing banking inquiries, processing transactions, and supporting digital banking tools.

Responsibilities

• Handle inbound calls and address banking inquiries
• Process transactions
• Support digital banking tools
• Resolve common banking issues with first-call resolution
• De-escalate concerns with professionalism
• Document interactions in CRM systems
• Adhere to risk, compliance, and quality standards, including identity verification and privacy procedures
• Partner with branches and support teams to ensure a consistent customer experience
• Pursue continuous improvement through training, coaching, and process suggestions

Qualifications

• High school diploma or GED (associate or bachelor's preferred)
• 1–3 years of client-facing experience in banking or similar environments advantageous
• Excellent communication
• Active listening
• Attention to detail
• Adaptability
• Proficiency with call handling tools, CRM platforms, and Microsoft Office
• Bilingual skills are a plus

Schedule

This position requires onsite work with flexible shifts, including mornings, afternoons, evenings, and Saturdays.

Additional Information

This service-focused role does not require licenses or registrations.