Universal Direct Banker

221

Base: $17.00ph - $19.00ph; bonus/equity: eligible ...
Telephone communication with customers
Troubleshoot and resolve customer issues
Apply banking procedures accurately
This critical customer-facing position serves as the primary contact for selected clients and resolves complex issues

Job Summary

  • This critical customer-facing position serves as the primary contact for selected clients and resolves complex issues.
  • The role involves communicating via telephone to provide product information, troubleshoot problems, and implement solutions.
  • Eligible employees receive an annual discretionary cash bonus, restricted stock units, medical insurance, and a 401(k) match.

Matching Summary

This critical customer-facing position serves as the primary contact for selected clients and resolves complex issues.

Salary

Base: $17.00/Hr - $19.00/Hr; Bonus/Equity: Eligible for Annual Discretionary Cash Bonus and Restricted Stock Units; Benefits: Medical, Dental, Vision, Life Insurance, Paid Sick Leave, 3 weeks Vacation, 401(k) Match

Skills & Requirements

Must-have

  • Telephone communication with customers
  • Troubleshoot and resolve customer issues
  • Apply banking procedures accurately
  • Handle secure and unsecure email inquiries
  • Live chat support for clients

Nice-to-have

  • Effective leadership and collaboration skills
  • Complex problem resolution experience
  • Compliance issue handling capability

Key Requirements

  • HS Diploma required
  • Minimum 1+ years client service experience in financial services
  • Pass credit check, criminal background check, and drug screening including marijuana

Work Rights

Not specified

Tailored Resume

Cover Letter