Call Center Representative; Banking; Phoenix, AZ

Call Center Representative (Banking)

Location: Onsite in Phoenix, AZ

Make an Impact Every Day

Are you passionate about helping customers and solving problems? Join a team where you'll support business and consumer banking clients with digital banking, treasury management, and payment solutions while delivering an exceptional customer experience.

This is a great opportunity to grow your career in banking, treasury management, digital payments, and client relationship management.

What You'll Do Deliver Exceptional Client Support & Resolve Client Issues

• Serve as a primary point of contact for business and consumer banking clients through phone, email, and written correspondence.
• Assist clients with digital banking and treasury management services, including ACH payments, wire transfers, remote deposit capture, Positive Pay, Reverse Positive Pay, and online banking platforms.
• Provide guidance on products, services, and system functionality while delivering a professional and customer-focused experience.
• Support both external clients and internal business partners by resolving inquiries accurately and efficiently.
• Investigate and resolve a wide range of client inquiries using multiple systems, tools, and resources.
• Take ownership of customer concerns from initial contact through final resolution, including necessary follow-up communication.
• Assess issues, determine appropriate solutions, and manage time-sensitive requests with urgency and attention to detail.
• Set clear expectations, identify potential risks, and escalated unresolved concerns when appropriate.

Maintain Security & Compliance

• Follow customer identification and verification procedures before providing account support or transaction assistance.
• Protect confidential client information and adhere to established compliance, security, and risk management standards.
• Ensure all interactions are handled in accordance with bank policies and regulatory guidelines.

Partner Across the Organization

• Collaborate with banking, treasury management, operations, and support teams to deliver effective solutions for clients.
• Balance client service excellence with regulatory, compliance, and risk management requirements.
• Maintain accurate and detailed records of client interactions and issue resolution activities.

What Makes You Successful

You are:

• Passionate about helping clients and delivering exceptional service.
• An effective communicator who can confidently explain information and solutions.
• A critical thinker who can evaluate situations and resolve complex issues.
• Comfortable working in a high-volume, fast-paced environment.
• Able to manage multiple systems and tasks while maintaining accuracy.
• Detail-oriented, adaptable, and committed to achieving positive client outcomes.
• Eager to learn and expand your knowledge of banking, treasury management, and payment services.

Qualifications Required

• 2+ years of experience in customer service, branch banking operations, treasury services, financial services, or a related field.
• High School Diploma or GED.
• Strong verbal and written communication skills.
• Ability to navigate multiple systems and manage competing priorities.
• Understanding of banking products, treasury services, or commercial banking operations.
• Ability to work independently while maintaining accuracy and compliance standards.
• Availability for shifts beginning at 6:00 AM, 8:00 AM, or 9:00 AM.
• Overtime and occasional Saturday hours may be required.
• 6 month contract opportunity with potential for conversion.

Preferred

• Experience in a call center, banking operations, treasury management, cash management, or payment processing environment.
• Knowledge of consumer and small business banking products and services.
• Experience supporting ACH transactions, wire transfers, remote deposit capture, or online banking platforms.
• Familiarity with compliance and regulatory requirements within financial services.
• Willingness to learn, collaborate, and contribute to a team-oriented environment.