Customer Service Associate
Core
Respond to inbound customer inquiries regarding products, account balances, transaction history, and general product information while providing technical support for online banking enrollment and account management.
Role type
Customer Service Associate (Banking)
Builds
Routine banking inquiries resolution and case routing for account maintenance, money movement, and fraud/disputes.
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Customer service, active listening, problem-solving, attention to detail, computer proficiency, data privacy compliance, regulatory procedure adherence
Preferred skills
Call center experience, banking experience, ability to learn banking terminology
Responsibilities
Respond to inbound customer inquiries, perform customer identity verification, assist with online banking enrollment and password resets, create and route cases for complex requests, document customer interactions, escalate issues to senior agents when required, maintain professional phone etiquette.
Seniority
Entry-level, individual contributor