Job Description
Team: Support
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Customer Service Representative (CSR) in United States.
This role is a key frontline position focused on delivering high-quality financial service and support to customers while helping them achieve their personal and financial goals. You will act as a trusted point of contact, guiding customers through banking products, services, and solutions with clarity and care. The position blends customer engagement, sales support, and problem-solving in a fast-paced branch environment. You will play an important role in building long-term customer relationships while ensuring a smooth and positive service experience. Success in this role requires strong communication skills, empathy, and a proactive mindset. It is an excellent opportunity for someone who enjoys helping people while contributing to business growth in a financial services setting.
Accountabilities:
- Deliver exceptional customer service by responding to inquiries, resolving issues, and building strong, trust-based customer relationships.
- Educate customers on financial products and services, including account types, loan options, and other banking solutions to support informed decision-making.
- Identify customer needs and proactively recommend suitable products and services to enhance satisfaction and support business growth.
- Handle and resolve customer concerns, disputes, and account-related requests such as debit card maintenance and transaction inquiries.
- Support daily branch operations by assisting team members and ensuring smooth service delivery.
- Educate customers on digital banking tools and technologies to enhance their experience and self-service capabilities.
- Minimum of 3 years of experience in customer service or sales, preferably in a financial or retail environment.
- Strong interpersonal and communication skills with the ability to build rapport and trust with customers.
- Proven ability to identify customer needs and provide effective solutions or recommendations.
- Basic understanding of consumer credit, lending practices, or financial products is highly desirable.
- Strong problem-solving skills with a customer-first mindset and attention to detail.
- Ability to work in a fast-paced, in-person branch environment while managing multiple tasks effectively.
- Must be able to pass required background and credit checks.
- Full-time, on-site position (non-remote).
- Competitive hourly pay ranging from $18.00 to $20.50 per hour
- Opportunity to grow within the financial services and banking industry
- Hands-on training and development in customer service and banking products
- Supportive team environment focused on customer success and collaboration
- Exposure to sales, financial products, and relationship management skills
- Equal opportunity workplace with inclusive hiring practices.
Requirements:
Benefits:
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Date Posted
05/08/2026
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