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Customer Service Banker

Job in Lufkin, Angelina County, Texas, 75904, USA
Listing for: UBank
Full Time position
Listed on 2026-02-12
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, HelpDesk/Support, Bilingual, Technical Support
Salary/Wage Range or Industry Benchmark: 30000 - 45000 USD Yearly USD 30000.00 45000.00 YEAR
Job Description & How to Apply Below

The Customer Service Banker (Call Center / Customer Service Representative) serves as the front-line support for customers, delivering exceptional service across phone, chat, and secure messaging channels. This role handles inquiries, resolves issues, and completes account-related requests to ensure a positive customer experience and maintain operational efficiency.

Key Responsibilities
Customer Support & Communication
  • Answer incoming customer calls and provide accurate, timely assistance.
  • Respond to secure mail inquiries and customer requests.
  • Engage with customers through the Link Live (Communicator) chat platform.
  • Address service desk tickets and customer email requests submitted via the website.
  • Direct incoming faxes to the appropriate departments.
  • Manage compromised debit card reports, notify customers, close affected cards, and guide customers to branches for replacements.
  • Process debit card limit raises, travel notices, and swipe limit adjustments.
  • Respond to fraud-related calls and update the case tracker for flagged debit cards.
  • Manage disputes through FINBOA.
  • Build and maintain Business Online Banking (OLB) profiles, including:
    • Mobile deposit limit raises
    • Password resets
    • User additions
    • Account linking and restrictions
  • Support Retail OLB, including enrollment assistance, password resets, and restrictions.
Financial Transactions & Operations
  • Execute domestic and international wire transfers.
  • Support Bill Pay functions, including stop payments, account number additions, and troubleshooting.
  • Process internal funds transfers.
  • Complete stop payments and Telebanker profile unlocks/PIN resets.
  • Process checks and debit card orders.
  • Escalate Fiserv service desk tickets as needed.
Payments & Digital Services
  • Assist with Zelle troubleshooting and un-restricting accounts.
Preferred Skills & Experience
  • Knowledge of financial products and services.
  • Experience working in all three Retail Banking levels or prior operations experience.
  • Familiarity with Link Live, Fiserv, and online banking systems.
  • Bilingual abilities are a plus.
Education & Qualifications
  • High school diploma or equivalent required.
  • Minimum of 1-year continuous banking experience.
  • Customer service or banking certification(s) desirable.
Core Competencies
  • Customer Focus: Delivers friendly, accurate, and timely assistance across multiple channels.
  • Communication

    Skills:

    Clear written and verbal communication with customers and internal teams.
  • Problem-Solving: Identifies issues quickly and provides effective resolutions.
  • Technical Proficiency: Comfortable using digital tools, financial platforms, and call center systems.
  • Attention to Detail: Ensures accuracy when processing transactions and updating customer records.
  • Time Management: Handles multiple tasks efficiently in a fast-paced environment.
  • Team

    Collaboration:

    Works well with cross-functional teams and branches to support customer needs.
  • Adaptability: Adjusts to changing procedures, technologies, and customer requests.
Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. We are committed to creating an inclusive and equitable workplace where everyone feels valued and empowered. If you need assistance or an accommodation during the application or hiring process, please contact us at (Use the "Apply for this Job" box below).

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