Bank Customer Service Representative (FULL-TIME & PART-TIME)
$27,248,000–$35,880,000 year
On-siteDallas, Texas, United States or Irving, Texas, United States
Job Summary
Handle inbound customer calls, emails, and live chats to resolve support issues and answer inquiries for bank customers. Listen to callers, troubleshoot basic technical problems, and ensure first-call resolution through effective problem-solving. Escalate complex issues to appropriate staff as needed while maintaining accurate CRM records and documenting call details in appropriate systems. Strictly follow client processes, policies, and scripts when handling financial inquiries and complying with confidential information requirements.
Required Qualifications
- Must be 18 years of age
- High School Diploma or Equivalent
- Minimum of three (3) years in a call center environment
- Minimum of (1) year of experience in a customer service service role
- The ability to multi-task using multiple screens and systems while talking on the phone with customers
- The ability to type swiftly and accurately 30-45 Words per minute
- The ability to read and speak English fluently
- Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications including corporate intranet
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook including Sharepoint)
- Excellent organizational, written, and oral communication skills
- Must be customer service oriented (empathetic, responsive, patient, and conscientious)
- Strong team orientation and customer focus with a positive attitude
- Highly reliable with the ability to maintain regular attendance and punctuality
- Aptitude for issue identification and problem solving
- The ability to thrive in a fast-paced environment where change and ambiguity are prevalent
- An aptitude for conflict resolution and problem solving
- The ability to demonstrate good judgement when making decisions surrounding account inquiries, resolution paths, and call handling
- Excellent interpersonal skills and the ability to build relationships with your team and customers
- Must be authorized to work in the country where the job is based
- Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint
- Must be willing to submit to drug screening
Desired Qualifications
- Associates Degree or higher is a plus
- Relevant experience in banking or financial services is a plus
- Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus
- Bilingual Spanish - Extremely Beneficial
Additional Requirements
- Must be authorized to work in the country where the job is based
- Must be willing to submit to drug screening
- Job offers are contingent on background/security investigation results
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