Banking Call Center Representative

4 months ago


Chandler, United States WorkPath Partners Full time

We are seeking a dedicated Banking Call Center Representative to join our team. The ideal candidate will assist customers with inquiries, provide information about products or services, and resolve any issues in a professional manner.

Key Responsibilities include:

  • Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
  • Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients
  • Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
  • Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts
  • Display passion, commitment and deliver an experience that improves our customers financial lives

Required Skills:

  • Must possess the skills to navigate between multiple screens and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
  • Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint
  • Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
  • Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
  • Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise


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