Customer Service Advisor
Core
Guide members through account onboarding and service requests via phone, email, and chat to improve their financial health.
Role type
Customer Service Advisor (Virtual Banking)
Builds
Member relationships and account transactions for Happen Bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
inbound call handling, multi-channel communication (phone/email/chat), account transaction processing, regulatory compliance knowledge, financial planning basics, critical thinking, problem resolution
Preferred skills
retail customer service experience, technology comfort, relationship building
Technologies
CRM systems, banking platforms, communication software
Responsibilities
Take inbound calls, chats, and emails; complete online account transactions and service requests; explain bank products and financial options; resolve customer issues at first point of contact; adhere to KPIs
Seniority
Entry-level, individual contributor