Customer Service Representative - Banking jobs in United States
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Ascendo Resources · 2 hours ago

Customer Service Representative - Banking

Ascendo Resources is seeking a Customer Service Representative to support inbound and outbound client calls in a fast-paced banking call center environment. This role is responsible for delivering high-quality customer service while handling account inquiries, transactions, and issue resolution in compliance with banking regulations and internal policies.

Human ResourcesStaffing Agency

Responsibilities

Handle high-volume inbound customer calls regarding account balances, transactions, payments, and general banking inquiries
Resolve customer issues efficiently while maintaining a high level of professionalism and accuracy
Educate customers on banking products and digital tools (online banking, mobile apps, bill pay)
Process routine account maintenance requests (address updates, card replacements, account changes)
Identify potential fraud or suspicious activity and escalate per protocol
Document all interactions accurately in CRM and core banking systems
Meet performance metrics including call quality, handle time, and customer satisfaction
Maintain compliance with regulatory standards including KYC, privacy, and security policies

Qualification

Customer service experienceBanking knowledgeVerbal communicationActive listeningMultitasking

Required

High school diploma or equivalent
1+ year of customer service or call center experience
Strong verbal communication and active listening skills
Ability to multitask while navigating multiple systems

Preferred

Associate's or Bachelor's degree
Experience in banking or financial services

Company

Ascendo Resources

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Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Berger
Co-Founder of Healthcare Operations
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Brandie Jimenez
Partner at Ascendo Resources
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Company data provided by crunchbase