Banking Customer Service Advisor

1 week ago

Phoenix, Arizona, United States SoTalent Full time

A organization is dedicated to helping individuals and families achieve long-term financial well-being through competitive financial products, personalized support, and expert guidance. We take pride in serving those who serve others — providing a strong sense of purpose and community in everything we do.

Built on the values of
honesty, loyalty, service, and integrity
, we foster a culture where every team member is valued and empowered to make a difference.

The Opportunity

If you're ready to start a meaningful career in banking, this could be your next step. They offer a
fully paid, three-month training program
designed to help you succeed — no prior banking experience required. You'll learn everything you need to know through interactive classes, practical exercises, and online learning modules. Our in-office training will give you the confidence and skills to provide exceptional support to our members and customers.

We are seeking motivated individuals to join our
Phoenix office
in future
Bank Customer Service and Sales
roles beginning in 2026. The office is located near Norterra Drive and I-17.

  • Schedules:
    Rotating shifts between 6:00 a.m. and 10:00 p.m. local time.
  • Differential Pay:
    15% additional pay for weekday hours after 6:00 p.m. and for all weekend hours.
  • Workweek:
    Includes one weekend day.
  • Training Classes:
    Start monthly.
  • Relocation:
    Not available for this position.
  • Military veterans and spouses/domestic partners
    are strongly encouraged to apply.

What You'll Do

As a
Customer Service Representative
, you'll engage with customers by phone and other channels, helping them manage their financial accounts and find solutions that meet their needs. You'll play a key role in supporting their financial goals while promoting products that align with their circumstances.

Your responsibilities will include:

  • Managing inbound calls in a dynamic, contact-center setting.
  • Asking the right questions to understand customer needs and identify solutions, which may include recommending appropriate banking products.
  • Navigating multiple computer systems efficiently while maintaining engaging and professional communication.
  • Expanding product knowledge to attract new customers and deepen existing relationships.
  • Educating customers about digital banking tools to enhance their experience.
  • Delivering empathetic, professional service that builds trust and loyalty.
  • Managing your time effectively to assist members with accuracy and efficiency.
  • Participating in regular coaching and feedback sessions to continue growing in the role.

What You Bring

  • High school diploma or GED.
  • Strong verbal and written communication skills.
  • Ability to deliver professional, customer-focused service via phone or email.
  • Comfort working with multiple systems and multitasking in a fast-paced environment.
  • Strong problem-solving and interpersonal skills.
  • Successful completion of a role-related assessment (required).

Preferred Qualifications

  • Military experience or being a military spouse/domestic partner.
  • At least one year of experience in customer service or sales within a contact center environment.
  • Six or more months of experience handling customer interactions primarily by phone (60% or more of time).

Compensation

  • Salary Range:
    $43,680 – $44,680 (depending on experience and location).
  • Pay is determined based on experience, skills, and market data to ensure fairness and competitiveness.

Please note:
This job posting is just a preview of the full scope of the position. A comprehensive job description is shared by a member of our team

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