72,505 Bank Agent jobs in the United States
Financial Customer Service Representative
Posted today
Job Viewed
Job Description
Ready to join the securities industry? Do you enjoy collaborating with members, answering questions, and educating others? Join the Financial Services and Retirement Solutions team which assists current members, plan sponsors, and brokers with account maintenance, answering questions about current 401k policies and planning for retirement. The details include a hybrid work schedule of two days in office and three days working from home.
Financial Customer Service Representative
Posted today
Job Viewed
Job Description
Immediate need for a talented Financial Customer Service Representative with experience in the Insurance Industry. This is a 12+ Months contract opportunity with long-term potential and is located in Columbus, OH. Prepares all materials to propose, sell, and establish new plans.
Financial Customer Service Representative
Posted 7 days ago
Job Viewed
Job Description
Team members will be working in complaints department regarding escalated complaints for anything within the bank. A complaint will come in to this area and it will initially be handled by a separate intake team who will then do the initial discovery and information collection for the complaint to go into a work queue. These team members will then take control of complaints in progress and will see it through until it has reached the qualifications for completion.
This specific area is handling complaints related to credit card, checking account and business complaints.
Typical Day:
+ Team member reviews complaints and handles appropriately. Will talk to the customer, research complaint, resolve complaint, work with other business units within the company in the context of the complaint. May have to put a complaint on hold and come back to it if there is information missing or if they are waiting on a response from a customer or internal team member. Typical case load is 5 to 10 at one time. Works with a web-based tool to document, track and resolve complaints.
+ Support internal and external customers with inquiries and complaints regarding financial products and services.
+ Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online.
+ Perform complex administrative and customer support tasks.
+ Review complaints for regulatory and non-regulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards.
+ Respond independently to complaints escalated at the highest level.
+ Interact with internal and external customers to resolve their issues.
+ Interact with the immediate Escalations team to oversee day to day activities of the support Escalations Team
Main Position Details:
Start: 10/13
Pay: $25.00/Hr
Schedule: Monday - Friday 8:00am - 5:00pm
Location: Shoreview, MN. Hybrid Remote schedule.
Duration: 12 Month Contract to Hire
Qualifications
+ Ability to work through a pipeline and manage multiple ongoing tasks while meeting deadlines.
+ Strong communication skills with the ability to de-escalate customers over the phone (expect 5+ high level escalation calls per day).
+ Ability to communicate effectively through writing and emails.
+ Ability to follow Policy + Procedures to execute tasks repetitively.
+ Tech Savvy - will toggle between various systems + screens and will also be working from home part of the time. It is essential that talent can set up their equipment and effectively navigate through technology
Pay and Benefits
The pay range for this position is $5.00 - 25.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Shoreview,MN.
Application Deadline
This position is anticipated to close on Oct 8, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Financial Customer Service Representative
Posted 7 days ago
Job Viewed
Job Description
Team members will be working in complaints department regarding escalated complaints for anything within the bank. A complaint will come in to this area and it will initially be handled by a separate intake team who will then do the initial discovery and information collection for the complaint to go into a work queue. These team members will then take control of complaints in progress and will see it through until it has reached the qualifications for completion.
This specific area is handling complaints related to credit card, checking account and business complaints.
Typical Day:
+ Team member reviews complaints and handles appropriately. Will talk to the customer, research complaint, resolve complaint, work with other business units within the company in the context of the complaint. May have to put a complaint on hold and come back to it if there is information missing or if they are waiting on a response from a customer or internal team member. Typical case load is 5 to 10 at one time. Works with a web-based tool to document, track and resolve complaints.
+ Support internal and external customers with inquiries and complaints regarding financial products and services.
+ Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online.
+ Perform complex administrative and customer support tasks.
+ Review complaints for regulatory and non-regulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards.
+ Respond independently to complaints escalated at the highest level.
+ Interact with internal and external customers to resolve their issues.
+ Interact with the immediate Escalations team to oversee day to day activities of the support Escalations Team
Main Position Details:
Start: 10/13
Pay: $25.00/Hr
Schedule: Monday - Friday 8:00am - 5:00pm
Location: Shoreview, MN. Hybrid Remote schedule.
Duration: 12 Month Contract to Hire
Qualifications
+ Ability to work through a pipeline and manage multiple ongoing tasks while meeting deadlines.
+ Strong communication skills with the ability to de-escalate customers over the phone (expect 5+ high level escalation calls per day).
+ Ability to communicate effectively through writing and emails.
+ Ability to follow Policy + Procedures to execute tasks repetitively.
+ Tech Savvy - will toggle between various systems + screens and will also be working from home part of the time. It is essential that talent can set up their equipment and effectively navigate through technology
Pay and Benefits
The pay range for this position is $5.00 - 25.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Sioux Falls,SD.
Application Deadline
This position is anticipated to close on Oct 8, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Financial Customer Service Representative
Posted 7 days ago
Job Viewed
Job Description
Team members will be working in complaints department regarding escalated complaints for anything within the bank. A complaint will come in to this area and it will initially be handled by a separate intake team who will then do the initial discovery and information collection for the complaint to go into a work queue. These team members will then take control of complaints in progress and will see it through until it has reached the qualifications for completion.
This specific area is handling complaints related to credit card, checking account and business complaints.
Typical Day:
+ Team member reviews complaints and handles appropriately. Will talk to the customer, research complaint, resolve complaint, work with other business units within the company in the context of the complaint. May have to put a complaint on hold and come back to it if there is information missing or if they are waiting on a response from a customer or internal team member. Typical case load is 5 to 10 at one time. Works with a web-based tool to document, track and resolve complaints.
+ Support internal and external customers with inquiries and complaints regarding financial products and services.
+ Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online.
+ Perform complex administrative and customer support tasks.
+ Review complaints for regulatory and non-regulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards.
+ Respond independently to complaints escalated at the highest level.
+ Interact with internal and external customers to resolve their issues.
+ Interact with the immediate Escalations team to oversee day to day activities of the support Escalations Team
Main Position Details:
Start: 10/13
Pay: $25.00/Hr
Schedule: Monday - Friday 8:00am - 5:00pm
Location: Salt Lake City, Utah. Hybrid Remote schedule.
Duration: 12 Month Contract to Hire
Qualifications
+ Ability to work through a pipeline and manage multiple ongoing tasks while meeting deadlines.
+ Strong communication skills with the ability to de-escalate customers over the phone (expect 5+ high level escalation calls per day).
+ Ability to communicate effectively through writing and emails.
+ Ability to follow Policy + Procedures to execute tasks repetitively.
+ Tech Savvy - will toggle between various systems + screens and will also be working from home part of the time. It is essential that talent can set up their equipment and effectively navigate through technology
Pay and Benefits
The pay range for this position is $5.00 - 25.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Salt Lake City,UT.
Application Deadline
This position is anticipated to close on Oct 8, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Customer Service Representative - Financial Services
Posted 1 day ago
Job Viewed
Job Description
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _047VN_
Hybrid Financial Customer Service Representative
Posted 1 day ago
Job Viewed
Job Description
We're looking for friendly, reliable individuals to join our team as Member Support Representatives in a fast-paced, 24/7 contact center. If you enjoy helping others and want to build valuable skills, this is a great place to start.
What You'll Be Doing
+ Serve as the first point of contact for members, answering questions and handling requests with professionalism and care.
+ Share clear, helpful information about our products and services.
+ Navigate multiple systems while actively listening and engaging with members to ensure a smooth experience.
+ Assist with everyday banking needs such as savings, checking, loans, credit cards, and IRAs.
+ Recommend services that fit members' needs and build positive relationships.
What We're Looking For
+ Strong communication skills and a desire to help others.
+ Ability to stay focused and organized in a fast-paced environment.
+ Willingness to learn-no prior experience required.
Pay and Benefits
The pay range for this position is $19.50 - $19.50/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Winchester,VA.
Application Deadline
This position is anticipated to close on Oct 21, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
The Client Services Representative provides office support at the front desk within the Hospital, Ambulatory or Surgery Center setting.
The Representative also ensures the timely and organized scheduling of patient appointments, patient insurance information, enters client information into the computer, and provides accurate financial information to clients.
This position supports organizational goals by providing quality customer service, participating in performance improvement efforts and demonstrating a commitment to team work and cooperation.
QUALIFICATIONS
EDUCATION: High school diploma or equivalent required.
LICENSE/CERTIFICATION:
EXPERIENCE: 1-3 years office experience required, preferably in a medical setting. Minimum 1 year insurance, CPT4 and ICD-10 coding experience preferred. Knowledge of medical terminology preferred. Proficiency in Clinical Applications preferred at time of hire; incumbents within position will be trained appropriately and then skill will be required for this position within 30-60 days from date of hire.
Specialty
Certification Required
Certification Preferred
Acute Partial Hospitalization Program
~ American Heart Association BLS required within 90 days hire or transfer
~ American Heart Association Heart Saver First Aid (HSFA) required within 90 days hire or transfer
~ CPI required within 90 days hire or transfer
PERFORMANCE EXPECTATIONS
Demonstrates the competencies as established on the Assessment and Evaluation Tool for this position.
WORK ENVIRONMENT
Potential for exposure to the hazards and risk of the hospital environment, including exposure to infectious disease, hazardous substances, and potential injury. Periodic traveling to other department locations is expected.
The essential functions for this position are listed on the Assessment and Evaluation Tool.
REPORTING RELATIONSHIP
This position reports to the Department Director, Manager or Nursing Leadership in other departments within the organization.
The above statement reflect the general details considered necessary to describe the principle functions of the job as identified and shall not be considered as a detailed description of all work requirements that may be inherent in the position.
Benefit Offerings
AtlantiCare offers eligible Full-time and Part-time team members the ability to participate in Medical, Dental, Vision, 401(k)/403(b), Life Insurance, Disability and other supplemental benefit programs.
Total Rewards at AtlantiCare
At AtlantiCare, we believe in supporting the whole person. Our market-competitive Total Rewards package is designed to promote the physical, emotional, social, and financial well-being of our team members. We offer a comprehensive suite of benefits and resources, including:
Generous Paid Time Off (PTO)
Medical, Prescription Drug, Dental & Vision Insurance
Retirement Plans with employer contributions
Short-Term & Long-Term Disability Coverage
Life & Accidental Death & Dismemberment Insurance
Tuition Reimbursement to support your educational goals
Flexible Spending Accounts (FSAs) for healthcare and dependent care
Wellness Programs to help you thrive
Voluntary Benefits , including Pet Insurance and more
Benefits offerings may vary based on position and are subject to eligibility requirements.
Join a team that values your well-being and invests in your future.