Client Service Banker – Contact Center

Role Overview This position involves providing phone-based client service at a on-site location, handling inbound calls, resolving banking inquiries, and assisting with digital banking tools. The role requires issue resolution, documentation , and adherence to risk, compliance, and quality standards . Key Responsibilities Serve as the primary contact for client calls, routing, authentication, and issue triage. Resolve banking needs such as account inquiries, funds transfers, and card support, aiming for first-call resolution. Educate clients on digital tools and self-service options. De-escalate concerns with professionalism and document interactions in CRM systems. Follow security protocols, escalate suspicious activity, and maintain compliance with policies and regulations. Collaborate with team members and participate in ongoing training to improve processes and customer satisfaction. Qualifications & Skills High school diploma or GED required; associate or bachelor’s degree preferred. 1–3 years of client-facing experience in banking, financial services, or call centers preferred. Excellent communication, active listening, problem-solving, and attention to detail. Ability to work in a metric-driven environment, prioritize tasks, and adapt quickly. Bilingual skills are a plus. Proficiency with call handling tools, CRM platforms, and Microsoft Office. Additional Details This is an on-site role with flexible shifts, including mornings, afternoons, evenings, and mandatory Saturdays. Training lasts 8 weeks, with scheduled classroom and on-the-job components. No licenses or registrations are required.