Banking Customer Service Representative Job at Collabera (Phoenix)

Customer Service Representative

We are seeking a Customer Service Representative to join a local Credit Union te...

Location

United States , Richmond

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a Customer Service Representative role or similar
Demonstrated experience in answering inbound calls, handling both inbound and outbound calls
Strong customer service skills and ability to handle customer queries effectively
Proficiency in data entry and order entry tasks
Experience in email correspondence and ability to write clear, concise and detail oriented emails
Proficiency in Microsoft Word and Microsoft Excel
Ability to schedule appointments efficiently
Familiarity with banking operations, banking services, and banking transactions
Previous experience in the Credit Union industry or similar financial institutions would be beneficial
Ability to multitask, prioritize, and manage time effectively

Job Responsibility

Deliver outstanding customer service, both personally and over the phone
Manage and respond to customers' email correspondence effectively
Conduct customer banking transactions, including deposits and withdrawals
Support customers in opening new accounts and initiating loans
Keep and update customer records accurately in the system
Use Microsoft Excel and Microsoft Word for data entry and other related tasks
Answer and resolve customer inquiries promptly
Arrange appointments for customers as needed
Handle both inbound and outbound calls as part of customer service
Comply with all regulations and guidelines related to banking services and operations

What we offer

medical, vision, dental, and life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Customer Service Representative

This role involves delivering excellent customer service in a financial services...

Location

United Kingdom , Epsom

Salary:

Not provided

Office Angels

Expiration Date

Until further notice

Requirements

Background in financial services or a regulated industry
experience in a fast-paced telephone customer service environment
excellent organisational skills and attention to detail
strong written, verbal, and listening communication skills
ability to manage multiple tasks and switch priorities when needed
logical, analytical approach to problem-solving
fast learner with a strong sense of curiosity
IT literate with the ability to use a range of software and internal systems
team-oriented with a proactive and flexible mindset

Job Responsibility

Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies
handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses
clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance
carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries
prepare and send standard or dictated customer correspondence, including handling lost account enquiries
perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems
manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments
administer ISA transfers and assist with account registration procedures
support other departments as required, such as Loans Underwriting and the New Business Team
assist with system testing for new products and features

What we offer

Friendly, supportive team culture
training and development opportunities
varied and rewarding role within the financial services sector
opportunity to make a meaningful impact on customer experience

Fulltime

Storefront Customer Service Representative

We are looking for a Customer Service Representative to join our team and provid...

Location

United States , Harris County

Salary:

Not provided

ChaseSource

Expiration Date

Until further notice

Requirements

High school diploma or equivalent from accredited institution
Bilingual, fluent in English and Spanish preferred
Previous experience in customer service or a related field is preferred
At least 2 full and/or consecutive years of experience working in a call-center environment
Proficient computer skills and the ability to learn new software quickly
Ability to work well under pressure and in a fast-paced environment
Strong problem-solving and conflict resolution abilities
Professional phone etiquette and the ability to handle difficult customers
Excellent verbal and written communication skills
Strong organizational skills and attention to detail

Job Responsibility

Handle high volume of incoming walk-in customers in a professional and timely manner
Communicate with customers in person, via phone, email or chat
Assist customers with their inquiries, provide accurate information, and resolve any issues or concerns they may have in a professional and timely manner
Utilize available resources and defined research procedures to quickly respond to all inquiries regarding account activity, tag fulfillment and standard violation resolution
Collaborate with other departments to escalate and resolve complex customer issues
Take ownership of customer problems and follow up to ensure their satisfaction
Maintain PCI compliance as it relates to collecting and processing payments with credit card and/or banking information
Meet daily qualitative and quantitative targets to maintain operational standards
Reconcile payments and prepares end-of-day reports as specified per section
Update customer records and maintain accurate documentation of all customer interactions

Fulltime

Customer Service Representative

Join a leading company in title and lending solutions, recognized across the cou...

Location

Canada , Oakville

Salary:

47500.00 CAD / Year

Randstad

Expiration Date

February 16, 2026

Requirements

Strong customer service skills, with experience in client-facing roles
Knowledge or experience in real estate or mortgages
Excellent communication skills (written and verbal)
Comfortable working in a fast-paced environment with tight deadlines and occasional difficult customers
Proficiency in Microsoft Office Suite and ability to learn new systems

Job Responsibility

Handle inbound calls and inquiries from lawyers and law clerks (approximately 70% phone-based)
Process orders for residential title insurance and address related inquiries
Provide updates and information on title insurance and other real-estate-related products
Interact with lawyers and clerks, delivering excellent customer service under tight deadlines
Ensure accuracy in document processing and file management

What we offer

Comprehensive Training
Collaborative Team: Work with experienced professionals in a supportive and dynamic environment
Career Growth: Opportunity to grow within the real estate and mortgage services sector
Benefits: Access to company benefits after probation, including three weeks of vacation
Convenient Location: Office in Oakville with free parking and on-site amenities

Fulltime

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Merchant Services Representative

Our Merchant Services team supports the growth of the Merchant Services portfoli...

Location

Salary:

18.50 USD / Hour

Corporate Tools

Expiration Date

Until further notice

Requirements

Excellent attention to detail
Self motivated and quick learner
Excellent customer service with the ability to listen critically
Must have a strong work ethic and welcome coaching
Knowledge of computers and the ability to navigate systems to gather information
Strong verbal and written communication and problem solving and negotiation skills
Comfortable calling customers and speaking on the phone
Technical aptitude with the ability to learn how point of sale systems and credit card terminals work

Job Responsibility

Placing outbound calls to clients for credit card processing consultations
Consult with merchants to ensure they have the most efficient and cost effective products for their needs
Use consultative sales approach to successfully convert client leads into merchant account applications with credit card processors we partner with
Review merchant processing needs, recommend viable solutions, and drive merchant growth by having clients agree to apply for merchant accounts
Provide superior customer service and relationship management as the department grows
Communicate professionally with clients via phone and email
Timely and professional follow up on pricing quotes
Have fun building something great
Help support other customer service groups as needed

What we offer

100% employer-paid medical, dental and vision for employees
Annual review with raise option
22 days Paid Time Off accrued annually, and 4 holidays
After 3 years, PTO increases to 29 days. Employees transition to flexible time off after 5 years with the company—not accrued, not capped, take time off when you want
The 4 holidays are: New Year’s Day, Fourth of July, Thanksgiving, and Christmas Day
Paid Parental Leave
Up to 6% company matching 401(k) with no vesting period
Quarterly allowance
Open concept office with friendly coworkers
Creative environment where you can make a difference

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Guest Service Representative

Guest Service Representative position at New York Marriott Downtown, responsible...

Location

United States , New York

Salary:

34.30 - 40.36 USD / Hour

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

Report accidents, injuries, and unsafe work conditions to manager
ensure uniform and personal appearance are clean and professional
maintain confidentiality of proprietary information
protect company assets
welcome and acknowledge all guests according to company standards
anticipate and address guests' service needs
assist individuals with disabilities
thank guests with genuine appreciation
speak with others using clear and professional language
answer telephones using appropriate etiquette

Job Responsibility

Organize, confirm, process, and conduct all guest check-ins/check-outs, room reservations, requests, changes, and cancellations
secure payment
verify and adjust billing
activate and file room keys
process all guest requests and relay messages
print contingency lists to have a record of all guests in case of emergency
identify and explain room features to guests
supply guests with directions and information regarding property amenities, services, and hours of operation, and local areas of interest
follow up on any outstanding requests or problems from the previous day and are resolved
run and review daily reports/logs

What we offer

Training opportunities
development opportunities
recognition programs
holistic well-being focus
true camaraderie with diverse group of co-workers
equal opportunity employer
valued and celebrated unique backgrounds

Fulltime

Airport Representative Team Leader

Our Customer Experience Airport Rep Team is an integral part of our business. Th...

Location

United Kingdom , Stansted

Salary:

30000.00 GBP / Year

TUI

Expiration Date

Until further notice

Requirements

Passionate about driving improved customer service and able to remain calm in high-pressure situations
experience in holding difficult conversations with customers and staff face-to-face
high standard of written and conversational communication with good attention to detail
ability to support a small team in resolving customer issues quickly and effectively
ability to make informed decisions and review/resolve simple escalated situations, often with tight deadlines
effective collaboration and networking skills
ability to work independently using your own initiative
confidence to escalate incidents where appropriate
ability to perform well in high pressure scenarios and multi-task
advocate for the wellbeing of customers and the team

Job Responsibility

Lead the shift, acting as the primary point of escalation and directing the team to where they are needed most
proactively attend to customers' needs and ensure the team is effectively managed in their day-to-day tasks
support the Customer Experience Airport Representatives and be a key contact for the Customer Operations Team, Ground Handling Agents, and Station Operations Coordinators at UK airports
solve issues on the spot, face-to-face, for customers on the day of travel, using pre-determined customer policies
work on a shift pattern basis (includes weekends, bank holidays, and nights) to support the wider Customer Operations Team
communicate incidents and customer trends daily to the Customer Operations Team and help the rep team find quick and efficient solutions
obtain and communicate data during daily operational disruptions
work at various UK airports as required, with pre-agreed petrol costs/expenses covered when not working at your pre-agreed base
always ensure the best possible level of customer care and service, balancing business and commercial needs
manage the team, keeping each staff member accountable for service delivered to customers

What we offer

Fantastic holiday benefits including discounts, special offers and the ability to purchase additional ‘TUI time off’
health and wellbeing support in five key areas – Financial, Health, Social, Community and Career
excellent rates with foreign exchange and discounts with retailers
discovery day – time to spend working at a local charity or community
pension scheme and life assurance

Fulltime

Banking Customer Service Representative

Collabera

Location:
United States , Phoenix

Category:
Banking

Contract Type:
Not provided

Salary:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 13, 2026

Expiration:
March 14, 2026

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Collabera

Location:United States , Phoenix

Category:Banking

Contract Type:Not provided

Salary:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 13, 2026

Expiration:March 14, 2026

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Category:
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Contract Type:
Not provided

Job Posted:
February 13, 2026

Expiration:
March 14, 2026