Job Summary
Switchboard Hiring is partnering with a local bank to identify an experienced and customer-focused Phone Banker / Digital Banking Support professional. In this role, you will serve as the frontline representative for bank customers seeking assistance with their banking needs via phone and digital channels. Your energetic approach will ensure every customer interaction is positive, informative, and efficient. You will play a vital role in promoting financial products, preventing fraud, and delivering exceptional client service while adhering to banking regulations and compliance standards. This position offers an exciting opportunity to develop your skills in financial sales, digital banking support, and client communication within a fast-paced, supportive environment.
Duties
• Handle inbound calls from clients seeking assistance with digital banking platforms, account inquiries, or transactional support.
• Provide clear guidance on using online and mobile banking services, troubleshooting technical issues promptly and effectively.
• Promote relevant financial products and services to meet clients’ needs while ensuring compliance with banking regulations.
• Detect and prevent potential fraud by monitoring account activities, verifying suspicious transactions, and following established protocols.
• Maintain accurate data entry of client interactions, account updates, and transaction details using Microsoft Office tools and internal systems.
• Collaborate with team members to resolve escalated issues swiftly, ensuring a seamless customer experience across all channels.
Qualifications
• Proven experience as a teller, personal banker, or equivelant in financial services environments; call center experience is highly preferred.
• Strong communication skills in English; multilingual or bilingual abilities are a plus for serving diverse clients effectively.
• Demonstrated proficiency with Microsoft Office applications and familiarity with digital banking platforms.
• Knowledge of financial regulations, banking compliance standards, and industry best practices related to fraud prevention.
• Excellent analysis skills for assessing client needs, identifying risks, and recommending suitable financial solutions.
• Ability to perform data entry accurately under pressure while maintaining high attention to detail.
• Previous experience in sales or cross-selling financial products is advantageous but not required.
Join us to be part of a vibrant team dedicated to delivering exceptional digital banking support! Your enthusiasm for helping clients achieve their financial goals combined with your technical proficiency will make a meaningful difference every day. We value proactive communication, integrity, and a passion for continuous learning—qualities that drive our success in serving our community’s financial needs.
Pay: $17.00 – $22.00 per hour
Benefits:
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Work from home
Application Question(s):
• This role is fully remote after a 3-4 week training period. Are you able to commit to 3-4 weeks onsite inside one of the local bank branches?
Experience:
• Banking: 1 year (Required)
• Call center: 1 year (Preferred)
Location:
• Colorado (Required)
Shift availability:
• Day Shift (Required)
Work Location: Remote
Location: , ,
Salary: 17 – 22
Benefits:
- Dental Coverage
- Paid Time Off
- Health Insurance
Indeed: Apply Here