4 days ago

Banking Customer Service Specialist

Keystone Recruitment

Remote
Contractor
$30,000
Remote

Job Overview

Job TitleBanking Customer Service Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$30,000
LocationRemote

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Job Description

Banking Customer Service Specialist

Role Summary

Deliver professional digital banking support via chat, email, and phone. Process transactions securely and enhance customer satisfaction in a fast-paced remote environment, contributing to Keystone Recruitment's commitment to excellent customer service.

Key Responsibilities

  • Process deposits, withdrawals, and transfers via digital platforms.
  • Respond promptly to customer inquiries across multiple channels.
  • Verify transactions and maintain accurate digital records.
  • Recommend banking products based on customer needs.
  • Balance daily logs and resolve transaction discrepancies.
  • Collaborate with the remote team to improve service processes.

Daily Tasks You'll Handle

  • 60% customer interactions (chat/email/phone support)
  • 25% transaction processing and verification
  • 10% record keeping and reporting
  • 5% team collaboration and process improvement

Required Skills

  • Digital banking platforms and office software proficiency.
  • Excellent written and verbal communication skills.
  • Strong attention to detail and organizational skills.
  • Customer service experience in fast-paced settings.
  • Comfortable with remote tools (Slack, Zoom, ticketing systems).
  • Problem-solving and multitasking abilities.

Technology You'll Use

  • Banking CRM/ticket systems
  • Secure transaction platforms
  • Google Workspace/Microsoft 365
  • Slack, Zoom, remote desktop tools

Success Looks Like

  • 95%+ customer satisfaction scores
  • 100% transaction accuracy
  • <5% escalation rate to supervisors
  • Consistent on-time performance across shifts

Preferred Background

  • Financial services/customer support experience
  • Familiarity with digital banking products
  • Remote work experience

Key skills/competency

  • Digital Banking Support
  • Customer Communication
  • Transaction Processing
  • Record Verification
  • Problem-Solving
  • Customer Satisfaction
  • Remote Collaboration
  • Data Accuracy
  • Financial Product Recommendation
  • Multitasking

Tags:

Banking Customer Service Specialist
customer support
digital banking
transaction processing
customer inquiries
record keeping
problem-solving
communication skills
customer satisfaction
team collaboration
banking products
CRM systems
ticketing systems
Google Workspace
Microsoft 365
Slack
Zoom
remote desktop
digital platforms
secure transactions
office software

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How to Get Hired at Keystone Recruitment

  • Research Keystone Recruitment's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
  • Tailor your resume: Customize your resume to highlight experience in digital banking, customer service, and proficiency with remote communication tools, directly addressing the Banking Customer Service Specialist requirements.
  • Highlight remote work experience: Emphasize any previous successful remote work experiences and your ability to thrive independently while collaborating virtually.
  • Prepare for interview questions: Practice answering behavioral questions related to customer conflict resolution, digital transaction accuracy, and managing workload in a flexible, remote environment.
  • Demonstrate digital proficiency: Be ready to discuss your experience with banking CRM systems, secure transaction platforms, and communication tools like Slack and Zoom.

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