Banking Customer Service Representative

Position Summary

Join a dynamic call center team connecting clients with a broad range of financial solutions designed to help achieve their financial goals. This role balances service requests with sales opportunities while providing expertise on banking products and services. You will engage clients through thoughtful conversations to identify needs and offer tailored financial solutions.

Key Responsibilities

Build relationships by uncovering client financial needs and recommending appropriate products and services.

Respond to inquiries and resolve client concerns with customized solutions.

Sell and process banking products including checking/savings accounts, credit cards, CDs, IRAs, and loans.

Identify client needs requiring licensed sales and refer to business partners accordingly.

Quote rates, terms, and programs for banking solutions.

Manage risk in transactions using available tools.

Required Skills & Qualifications

Passion and commitment to improving clients’ financial lives.

Ability to engage clients, understand their needs, communicate clearly, and build rapport with empathy.

Growth mindset with openness to feedback and coaching.

Adaptability and eagerness to learn new technologies and processes.

Intermediate computer proficiency.

Minimum education: High School Diploma / GED or equivalent.

Preferred Qualifications

Experience in financial services.

Sales experience including cross-selling, upselling, or product referrals.

Experience working in inbound/outbound call centers (phone, chat, or video).

Experience as a Personal Banker managing a high volume of clients.

Job Type: Full-time

Pay: $22.45 - $24.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Education:

• High school or equivalent (Preferred)

Work Location: In person

Salary : $22 - $24