Banking Customer Service Specialist

Role Summary for Banking Customer Service Specialist

Keystone Recruitment is seeking a dedicated Banking Customer Service Specialist to deliver professional digital banking support. In this global remote, part-time contractor role, you will be responsible for processing transactions securely, responding to customer inquiries across multiple digital channels, and enhancing overall customer satisfaction within a fast-paced environment.

Key Responsibilities

• Process deposits, withdrawals, and transfers efficiently via digital banking platforms.
• Respond promptly to customer inquiries and provide support across chat, email, and phone.
• Verify transactions meticulously and maintain accurate digital records.
• Recommend relevant banking products to customers based on their needs.
• Balance daily logs and resolve transaction discrepancies accurately.
• Collaborate effectively with the remote team to continuously improve service processes and customer experience.

Daily Tasks You'll Handle

• 60% Customer Interactions: Providing support via chat, email, and phone.
• 25% Transaction Processing & Verification: Ensuring accuracy and security in all financial movements.
• 10% Record Keeping & Reporting: Maintaining precise digital documentation.
• 5% Team Collaboration & Process Improvement: Working with colleagues to enhance operational efficiency.

Required Skills

• Proficiency in digital banking platforms and standard office software.
• Excellent written and verbal communication skills for clear customer interaction.
• Strong attention to detail and exceptional organizational abilities.
• Proven customer service experience, especially in fast-paced environments.
• Comfortable using remote collaboration tools such as Slack, Zoom, and ticketing systems.
• Demonstrated problem-solving and multitasking capabilities.

Technology You'll Use

• Banking CRM/ticket systems for managing customer interactions.
• Secure transaction platforms to ensure data integrity.
• Google Workspace/Microsoft 365 for productivity and collaboration.
• Slack, Zoom, and remote desktop tools for team communication and access.

Success Looks Like

• Achieving 95%+ customer satisfaction scores.
• Maintaining 100% transaction accuracy.
• Keeping a <5% escalation rate to supervisors.
• Consistently delivering on-time performance across all shifts.

Preferred Background

• Prior experience in financial services or customer support.
• Familiarity with various digital banking products and services.
• Previous remote work experience is a plus.

Key skills/competency

• Digital Banking
• Customer Support
• Transaction Processing
• Multichannel Communication
• Data Entry
• Problem-Solving
• Attention to Detail
• CRM Systems
• Remote Collaboration
• Financial Services