What are the responsibilities and job description for the Call Center Banker position at Sunrise?
At Sunrise Banks we are committed to a culture of trust and transparency that welcomes all.
POSITION SUMMARY
At Sunrise Banks, we believe banking can be a powerful force for good—and it starts with people like you. As a Phone Banker, you’ll be a warm, trusted voice for our customers, helping them navigate everyday banking and build financial confidence. Every conversation is a chance to listen with empathy, solve problems thoughtfully, and make a positive impact.
In this role, you’ll answer questions, resolve issues, and provide clear, supportive guidance—always treating people with respect and care. You’ll work alongside a collaborative team that believes in continuous learning, shared responsibility, and doing what’s right for our customers and communities.
This is more than a customer service role—it’s an opportunity to grow your skills, build a meaningful career in values‑based banking, and contribute to a mission-driven organization committed to empowering financial wellness for all.
In office position so will only consider local applicants in Sioux Falls, SD area.
ESSENTIAL FUNCTIONS
- Serve as a trusted, welcoming first point of contact for customers by phone, creating positive experiences through active listening, empathy, and clear communication.
- Respond to customer questions and requests related to accounts, transactions, digital banking tools, and general financial services with accuracy and care.
- Resolve concerns efficiently by troubleshooting issues, researching solutions, and following through to ensure customers feel supported and confident.
- Provide thoughtful guidance and education that helps customers make informed financial decisions and build financial wellness.
- Demonstrate respect for every customer by honoring diverse backgrounds, perspectives, and financial needs in every interaction.
- Accurately document customer interactions and maintain records in accordance with bank policies, regulatory requirements, and data privacy standards.
- Collaborate with teammates and internal partners to solve problems, share knowledge, and continuously improve the customer experience.
- Uphold Sunrise Banks’ commitment to ethical, values‑based banking by acting with integrity, accountability, and a “never not my job” mindset.
- All other duties as assigned.
KEY COLLABORATORS
This position will work with Retail Bank Operations, Deposit Servicing, Fraud, Digital Operations, Information Services, Compliance, Audit and National Products department and others as appropriate.
SUPERVISORY RESPONSIBILITIES
None
COMPETENCIES
- Sunrise Core Values
- Customer Excellence Focus
- Adaptability
- Communication
- Compliance
- Dependability
- Flexibility
- Initiative
- Integrity
- Judgement
- Organizational Skills
- Productivity
- Professionalism
- Quality Service
- Teamwork
- Technical /PC Skills
- Work Quality
EDUCATION & EXPERIENCE
- Bilingual English/Spanish proficiency preferred.
- High school degree or GED Required
- Two (2) years customer service experience preferred.
- Experience in the financial industry preferred.
- Solid skill set in the use of Microsoft Word, PowerPoint, and Outlook and Salesforce.
- A comprehensive service & sales skill set preferred.
- A comprehensive skill set in Fiserv application preferred.
COMPENSATION AND BENEFITS
Annual salary DOQ: $38,205 - $54,579 - $70,953
Eligible Benefits: Medical, Dental, Vision, Pet and Life insurances; AD&D, STD and LTD, FSA, PPL, 401k w/match, PTO, Paid Volunteer Time Off and more. Visit www.sunrisebanks.com/careers for more details.
Salary : $38,205 - $70,953