Inbound Banking Customer Service
Inbound Banking Customer Service
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Department: Customer Service / Level One Help Desk
**This will be an in house position and not work from home**
Reports To: Team Lead / Supervisor
Summary: As an DigitalBanking Support Agent you will be the first point of contact for business customers navigating our clients new digital banking platform. You will be responsible for providing exceptional technical assistance troubleshooting basic issues guiding users through platform features and documenting interactions accurately. You will ensure a smooth and user-friendly experience promoting adoption and building customer confidence in the new platform. This is a temporary program with plans to transition to a different permanent Customer Service Program afterwards based on but not limited toperformance and qualifications.
Hours of Operation: Monday through Friday 9am to 7pm EST Saturdays 10am to 2pm.
Responsibilities:
- Answer inbound calls from business customers regarding the digital banking platform.
- Guide users through platform navigation account setup and feature utilization.
- Troubleshoot basic technical issues such as login problems password resets browser compatibility and general functionality.
- Adhere to all security policies and privacy regulations when handling customer data.
- Collaborate with team members and supervisors to improve processes and customer experiences.
- Provide feedback to the client and internal teams on common issues and areas for platform improvement.
Required Skills:
- Excellent communication and interpersonal skills (written and verbal)
- Strong technical aptitude and proficiency in troubleshooting computer software and web-based applications
- Prior experience in customer service or technical support preferably within banking or financial services
- Ability to empathize with customers and provide clear patient guidance
- Excellent organizational and time management abilities
- Ability to work independently and collaboratively in a fast-paced environment
- High school diploma or equivalent
Preferred Qualifications:
- Experience in banking or financial services
- Familiarity with online banking platforms and related security features
- Bilingual proficiency (English/Spanish or other relevant languages)
**Must be 18 years of age authorized to work in the United States and able to pass a background check and E-Verify**
Employment Type
Hourly
