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Customer Service Representative - Financial Services

Posted 3 days 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:** _045VF_
Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
Start Date: November 3, 2025 br> When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more. Primary responsibilities include
Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will:
ield a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and occur back-to-back. You’ll have scheduled breaks throughout your day. < r> Help customers improve their banking experience and build customer relationships by recommending products and services that meet their banking needs.
Receive extensive paid training to build your expertise and prepare you to handle customer inquiries of increasing complexity.
What you'll get
Meaningful work & relationships – Feel satisfaction and pride in producing high-quality support for our customers. Experience supportive leadership and a team that has your back to foster a sense of camaraderie. Our Contact Center colleagues are regularly celebrated, and it’s common for colleagues who go above and beyond for customers, or one another, to receive Credo Awards. This monetary reward has points that never expire and can be redeemed for brand-name products and gift cards in our online store.
Career opportunities, reward, and upskilling – Many promotional roles throughout the Contact Center are hired from within the team. See your hard work rewarded with opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. < r> Qualifications, Education, Certifications and/or Other Professional Credentials
High School degree or equivalent
Minimum 1 year of exceptional performance in a customer-facing role br> Computer proficiency br> Strong verbal communication skills br> Positive and customer-focused mindset
Strong listening and problem solving abilities
Superior interpersonal skills with the ability to navigate through difficult situations
Ability to multi-task in a fast-paced environment
Detail-oriented with a strong sense of urgency. br> Experience recommending and referring products/services to customers, preferred br> Qualified candidates must complete a virtual job tryout after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30 minutes for the self-guided tryout that includes exercises and a video interview question. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll learn more about what the role entails, complete a few, short exercises that assess core competencies that matter for our Contact Center Specialists, and answer a question on video. This step accelerates the hiring process. Our Citizens recruiters will review your application and tryout, and schedule candidates who are a fit for the role directly with the hiring manager.
Hours per Week: 40
Work Schedule: Various 2nd Shift Schedules. All shifts will include working 1 weekend day
Must have ability to work holidays br>
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
Start Date: November 3, 2025 br> When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more. Primary responsibilities include
Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will:
ield a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and occur back-to-back. You’ll have scheduled breaks throughout your day. < r> Help customers improve their banking experience and build customer relationships by recommending products and services that meet their banking needs.
Receive extensive paid training to build your expertise and prepare you to handle customer inquiries of increasing complexity.
What you'll get
Meaningful work & relationships – Feel satisfaction and pride in producing high-quality support for our customers. Experience supportive leadership and a team that has your back to foster a sense of camaraderie. Our Contact Center colleagues are regularly celebrated, and it’s common for colleagues who go above and beyond for customers, or one another, to receive Credo Awards. This monetary reward has points that never expire and can be redeemed for brand-name products and gift cards in our online store.
Career opportunities, reward, and upskilling – Many promotional roles throughout the Contact Center are hired from within the team. See your hard work rewarded with opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. < r> Qualifications, Education, Certifications and/or Other Professional Credentials
High School degree or equivalent
Minimum 1 year of exceptional performance in a customer-facing role br> Computer proficiency br> Strong verbal communication skills br> Positive and customer-focused mindset
Strong listening and problem solving abilities
Superior interpersonal skills with the ability to navigate through difficult situations
Ability to multi-task in a fast-paced environment
Detail-oriented with a strong sense of urgency. br> Experience recommending and referring products/services to customers, preferred br> Qualified candidates must complete a virtual job tryout after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30 minutes for the self-guided tryout that includes exercises and a video interview question. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll learn more about what the role entails, complete a few, short exercises that assess core competencies that matter for our Contact Center Specialists, and answer a question on video. This step accelerates the hiring process. Our Citizens recruiters will review your application and tryout, and schedule candidates who are a fit for the role directly with the hiring manager.
Hours per Week: 40
Work Schedule: Various 2nd Shift Schedules. All shifts will include working 1 weekend day
Must have ability to work holidays br>
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
Start Date: November 3, 2025 br> When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more. Primary responsibilities include
Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will:
ield a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and occur back-to-back. You’ll have scheduled breaks throughout your day. < r> Help customers improve their banking experience and build customer relationships by recommending products and services that meet their banking needs.
Receive extensive paid training to build your expertise and prepare you to handle customer inquiries of increasing complexity.
What you'll get
Meaningful work & relationships – Feel satisfaction and pride in producing high-quality support for our customers. Experience supportive leadership and a team that has your back to foster a sense of camaraderie. Our Contact Center colleagues are regularly celebrated, and it’s common for colleagues who go above and beyond for customers, or one another, to receive Credo Awards. This monetary reward has points that never expire and can be redeemed for brand-name products and gift cards in our online store.
Career opportunities, reward, and upskilling – Many promotional roles throughout the Contact Center are hired from within the team. See your hard work rewarded with opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. < r> Qualifications, Education, Certifications and/or Other Professional Credentials
High School degree or equivalent
Minimum 1 year of exceptional performance in a customer-facing role br> Computer proficiency br> Strong verbal communication skills br> Positive and customer-focused mindset
Strong listening and problem solving abilities
Superior interpersonal skills with the ability to navigate through difficult situations
Ability to multi-task in a fast-paced environment
Detail-oriented with a strong sense of urgency. br> Experience recommending and referring products/services to customers, preferred br> Qualified candidates must complete a virtual job tryout after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30 minutes for the self-guided tryout that includes exercises and a video interview question. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll learn more about what the role entails, complete a few, short exercises that assess core competencies that matter for our Contact Center Specialists, and answer a question on video. This step accelerates the hiring process. Our Citizens recruiters will review your application and tryout, and schedule candidates who are a fit for the role directly with the hiring manager.
Hours per Week: 40
Work Schedule: Various 2nd Shift Schedules. All shifts will include working 1 weekend day
Must have ability to work holidays br>
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
Start Date: November 3 2025 br> When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more. Primary responsibilities include
Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will:
ield a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and occur back-to-back. You’ll have scheduled breaks throughout your day. < r> Help customers improve their banking experience and build customer relationships by recommending products and services that meet their banking needs.
Receive extensive paid training to build your expertise and prepare you to handle customer inquiries of increasing complexity.
What you'll get
Meaningful work & relationships – Feel satisfaction and pride in producing high-quality support for our customers. Experience supportive leadership and a team that has your back to foster a sense of camaraderie. Our Contact Center colleagues are regularly celebrated, and it’s common for colleagues who go above and beyond for customers, or one another, to receive Credo Awards. This monetary reward has points that never expire and can be redeemed for brand-name products and gift cards in our online store.
Career opportunities, reward, and upskilling – Many promotional roles throughout the Contact Center are hired from within the team. See your hard work rewarded with opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. < r> Qualifications, Education, Certifications and/or Other Professional Credentials
High School degree or equivalent
Minimum 1 year of exceptional performance in a customer-facing role br> Computer proficiency br> Strong verbal communication skills br> Positive and customer-focused mindset
Strong listening and problem solving abilities
Superior interpersonal skills with the ability to navigate through difficult situations
Ability to multi-task in a fast-paced environment
Detail-oriented with a strong sense of urgency. br> Experience recommending and referring products/services to customers, preferred br> Qualified candidates must complete a virtual job tryout after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30 minutes for the self-guided tryout that includes exercises and a video interview question. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll learn more about what the role entails, complete a few, short exercises that assess core competencies that matter for our Contact Center Specialists, and answer a question on video. This step accelerates the hiring process. Our Citizens recruiters will review your application and tryout, and schedule candidates who are a fit for the role directly with the hiring manager.
Hours per Week: 40
Work Schedule: Various 1st Shift Schedules. All shifts will include working 1 weekend day
Must have ability to work holidays br>
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
Start Date: November 3, 2025 br> When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more. Primary responsibilities include
Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will:
ield a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and occur back-to-back. You’ll have scheduled breaks throughout your day. < r> Help customers improve their banking experience and build customer relationships by recommending products and services that meet their banking needs.
Receive extensive paid training to build your expertise and prepare you to handle customer inquiries of increasing complexity.
What you'll get
Meaningful work & relationships – Feel satisfaction and pride in producing high-quality support for our customers. Experience supportive leadership and a team that has your back to foster a sense of camaraderie. Our Contact Center colleagues are regularly celebrated, and it’s common for colleagues who go above and beyond for customers, or one another, to receive Credo Awards. This monetary reward has points that never expire and can be redeemed for brand-name products and gift cards in our online store.
Career opportunities, reward, and upskilling – Many promotional roles throughout the Contact Center are hired from within the team. See your hard work rewarded with opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. < r> Qualifications, Education, Certifications and/or Other Professional Credentials
High School degree or equivalent
Minimum 1 year of exceptional performance in a customer-facing role br> Computer proficiency br> Strong verbal communication skills br> Positive and customer-focused mindset
Strong listening and problem solving abilities
Superior interpersonal skills with the ability to navigate through difficult situations
Ability to multi-task in a fast-paced environment
Detail-oriented with a strong sense of urgency. br> Experience recommending and referring products/services to customers, preferred br> Qualified candidates must complete a virtual job tryout after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30 minutes for the self-guided tryout that includes exercises and a video interview question. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll learn more about what the role entails, complete a few, short exercises that assess core competencies that matter for our Contact Center Specialists, and answer a question on video. This step accelerates the hiring process. Our Citizens recruiters will review your application and tryout, and schedule candidates who are a fit for the role directly with the hiring manager.
Hours per Week: 40
Work Schedule: Various 2nd Shift Schedules. All shifts will include working 1 weekend day
Must have ability to work holidays br>
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
Start Date: November 3 2025 br> When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more. Primary responsibilities include
Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will:
ield a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and occur back-to-back. You’ll have scheduled breaks throughout your day. < r> Help customers improve their banking experience and build customer relationships by recommending products and services that meet their banking needs.
Receive extensive paid training to build your expertise and prepare you to handle customer inquiries of increasing complexity.
What you'll get
Meaningful work & relationships – Feel satisfaction and pride in producing high-quality support for our customers. Experience supportive leadership and a team that has your back to foster a sense of camaraderie. Our Contact Center colleagues are regularly celebrated, and it’s common for colleagues who go above and beyond for customers, or one another, to receive Credo Awards. This monetary reward has points that never expire and can be redeemed for brand-name products and gift cards in our online store.
Career opportunities, reward, and upskilling – Many promotional roles throughout the Contact Center are hired from within the team. See your hard work rewarded with opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. < r> Qualifications, Education, Certifications and/or Other Professional Credentials
High School degree or equivalent
Minimum 1 year of exceptional performance in a customer-facing role br> Computer proficiency br> Strong verbal communication skills br> Positive and customer-focused mindset
Strong listening and problem solving abilities
Superior interpersonal skills with the ability to navigate through difficult situations
Ability to multi-task in a fast-paced environment
Detail-oriented with a strong sense of urgency. br> Experience recommending and referring products/services to customers, preferred br> Qualified candidates must complete a virtual job tryout after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30 minutes for the self-guided tryout that includes exercises and a video interview question. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll learn more about what the role entails, complete a few, short exercises that assess core competencies that matter for our Contact Center Specialists, and answer a question on video. This step accelerates the hiring process. Our Citizens recruiters will review your application and tryout, and schedule candidates who are a fit for the role directly with the hiring manager.
Hours per Week: 40
Work Schedule: Various 1st Shift Schedules. All shifts will include working 1 weekend day
Must have ability to work holidays br>
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
Start Date: November 3, 2025 br> When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more. Primary responsibilities include
Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will:
ield a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and occur back-to-back. You’ll have scheduled breaks throughout your day. < r> Help customers improve their banking experience and build customer relationships by recommending products and services that meet their banking needs.
Receive extensive paid training to build your expertise and prepare you to handle customer inquiries of increasing complexity.
What you'll get
Meaningful work & relationships – Feel satisfaction and pride in producing high-quality support for our customers. Experience supportive leadership and a team that has your back to foster a sense of camaraderie. Our Contact Center colleagues are regularly celebrated, and it’s common for colleagues who go above and beyond for customers, or one another, to receive Credo Awards. This monetary reward has points that never expire and can be redeemed for brand-name products and gift cards in our online store.
Career opportunities, reward, and upskilling – Many promotional roles throughout the Contact Center are hired from within the team. See your hard work rewarded with opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. < r> Qualifications, Education, Certifications and/or Other Professional Credentials
High School degree or equivalent
Minimum 1 year of exceptional performance in a customer-facing role br> Computer proficiency br> Strong verbal communication skills br> Positive and customer-focused mindset
Strong listening and problem solving abilities
Superior interpersonal skills with the ability to navigate through difficult situations
Ability to multi-task in a fast-paced environment
Detail-oriented with a strong sense of urgency. br> Experience recommending and referring products/services to customers, preferred br> Qualified candidates must complete a virtual job tryout after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30 minutes for the self-guided tryout that includes exercises and a video interview question. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll learn more about what the role entails, complete a few, short exercises that assess core competencies that matter for our Contact Center Specialists, and answer a question on video. This step accelerates the hiring process. Our Citizens recruiters will review your application and tryout, and schedule candidates who are a fit for the role directly with the hiring manager.
Hours per Week: 40
Work Schedule: Various 2nd Shift Schedules. All shifts will include working 1 weekend day
Must have ability to work holidays br>
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Customer Service Representative - Financial Services
Posted today
Job Viewed
Job Description
Start Date: November 3 2025 br> When there’s a question about your finances, you want answers and support fast. Our customers rely on our Contact Center Specialists to help them understand, and make sense of, general needs with their accounts including balance inquiries, basic maintenances, transfers, assistance with our online banking experience and more. Primary responsibilities include
Our best colleagues have a customer-first mentality when answering inquiries by phone. As part of our dedicated team, you’ll create positive interactions with our customers every day, whether that’s delivering a memorable service experience, or helping to problem-solve an issue - they’ll want to tell friends or family about the service they received as a customer. As a Contact Center Specialist you will:
ield a variety of incoming customer calls to deliver high-quality solutions for our customers. Depending on the customer need, calls can be lengthy and occur back-to-back. You’ll have scheduled breaks throughout your day. < r> Help customers improve their banking experience and build customer relationships by recommending products and services that meet their banking needs.
Receive extensive paid training to build your expertise and prepare you to handle customer inquiries of increasing complexity.
What you'll get
Meaningful work & relationships – Feel satisfaction and pride in producing high-quality support for our customers. Experience supportive leadership and a team that has your back to foster a sense of camaraderie. Our Contact Center colleagues are regularly celebrated, and it’s common for colleagues who go above and beyond for customers, or one another, to receive Credo Awards. This monetary reward has points that never expire and can be redeemed for brand-name products and gift cards in our online store.
Career opportunities, reward, and upskilling – Many promotional roles throughout the Contact Center are hired from within the team. See your hard work rewarded with opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. < r> Qualifications, Education, Certifications and/or Other Professional Credentials
High School degree or equivalent
Minimum 1 year of exceptional performance in a customer-facing role br> Computer proficiency br> Strong verbal communication skills br> Positive and customer-focused mindset
Strong listening and problem solving abilities
Superior interpersonal skills with the ability to navigate through difficult situations
Ability to multi-task in a fast-paced environment
Detail-oriented with a strong sense of urgency. br> Experience recommending and referring products/services to customers, preferred br> Qualified candidates must complete a virtual job tryout after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30 minutes for the self-guided tryout that includes exercises and a video interview question. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll learn more about what the role entails, complete a few, short exercises that assess core competencies that matter for our Contact Center Specialists, and answer a question on video. This step accelerates the hiring process. Our Citizens recruiters will review your application and tryout, and schedule candidates who are a fit for the role directly with the hiring manager.
Hours per Week: 40
Work Schedule: Various 1st Shift Schedules. All shifts will include working 1 weekend day
Must have ability to work holidays br>
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.