Customer Banking Agent
Core
Managing inbound calls to guide customers on their journey to financial health, specifically supporting those in vulnerable or challenging circumstances with personalized solutions.
Role type
Customer Banking Agent (Collections)
Builds
Personalized, affordable financial solutions for customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Active listening, empathetic communication, regulatory compliance, vulnerability identification, complaint handling, system usage
Preferred skills
Previous banking or contact centre experience, resilience, willingness to learn
Technologies
Multiple banking systems
Responsibilities
Supporting customers with banking collections queries, providing clear and professional guidance, identifying signs of vulnerability, handling customer complaints, accurately recording customer interactions, offering suitable solutions while balancing customer wellbeing with regulatory requirements
Seniority
Entry-level to Junior, structured training provided
