Telephone Banking Specialist

We are seeking customer-focused professionals to support clients in an inbound banking call center environment. In this role, you will speak directly with customers, answer questions, resolve concerns, and help them find the right banking products or services based on their needs. This position is a strong fit for someone who enjoys helping people, communicates clearly over the phone, and is comfortable balancing customer service with solution-based conversations.

About the Role

Answer inbound calls from banking customers and provide professional support.

Responsibilities

• Listen to customer needs and help identify appropriate banking options.
• Assist with questions related to checking accounts, savings accounts, credit cards, CDs, IRAs, loans, and other financial products.
• Explain account features, rates, terms, and available services in clear, simple language.
• Help customers resolve issues and navigate account-related concerns.

Qualifications

• Strong customer service mindset and a desire to help people improve their financial well-being.
• Comfortable speaking with customers by phone in a fast-paced environment.
• Ability to ask good questions, listen carefully, and recommend practical solutions.
• Professional communication skills with the ability to explain information clearly.
• Confidence handling objections, concerns, and difficult conversations.
• Willingness to learn new systems, tools, products, and procedures.
• Ability to follow policies, protect customer information, and make sound decisions.
• Intermediate computer skills and comfort using multiple systems at once.
• Strong attention to detail, organization, and follow-through.
• Team-oriented, coachable, and adaptable.
• Flexibility to work assigned shifts, including possible weekends and holidays.

Required Skills

• Banking, financial services, or credit union experience.
• Call center or phone-based customer service experience.
• Sales, referral, or needs-based customer support experience.
• Experience working in a structured, metrics-driven environment.
• Military, veteran, or transition experience involving customer service, operations, administration, logistics, or leadership.