Bank Customer Service Representative

Job Summary

Acting as a Financial Representative for financial institution clients, the full-time hybrid Bank Customer Service Representative will assist customers with various financial needs, ensuring timely resolution of inquiries while maintaining system security and participating in team meetings.

Key responsibilities

• Provide assistance to customers and members over the phone, similar to a personal banker
• Assess and resolve customer inquiries and issues in a timely manner
• Verify customer information to ensure system security before making modifications or resets

Required qualifications

• At least 18 months of combined experience in a call center, bank, or credit union
• Ability to adhere to a published break and lunch schedule
• Proven capability to remain calm in stressful situations
• Comfortable navigating multiple systems while assisting customers
• Ability to communicate clearly and understandably