Banking Customer Service

We are seeking Banking Customer Service to manage inbound phone inquiries related to brokerage accounts. This includes support for Brokerage Cash Management products, online/mobile platforms, and general financial account questions.

Key Responsibilities:

• Deliver accurate, efficient responses to client inquiries.

• Consistently meet or exceed key performance metrics.

• Maintain a high level of professionalism and commitment to world-class service.

• Adapt quickly in a fast-paced, team-oriented financial services environment.

• Handle multiple tasks and shifting priorities effectively.

Preferred Qualifications (one of the following):

• College degree

• Previous contact center experience

Ideal Candidate:

• Detail-oriented and driven to provide exceptional client service.

• Comfortable with dynamic work environments and rapid change.

• Strong verbal communication and problem-solving skills.