Customer Service Associate On-site
Core
Respond to inbound customer inquiries regarding products, account balances, transaction history, and general product information; assist with online banking enrollment, password resets, and account unlocks.
Role type
Customer Service Associate (Banking)
Builds
Routine banking support and account maintenance for banking customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, active listening, identity verification, case documentation, basic computer proficiency, data privacy compliance
Preferred skills
Call center experience, banking experience, problem-solving, multitasking
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
Seniority
Entry-level, individual contributor