About this role
In this role, you’ll support members by responding to inquiries across phone, text, chat, and email. Every member interaction is a chance to provide helpful, friendly service and guide people toward solutions that work for them. You’ll be one of the first voices members turn to when they have questions or need support.
This is a great opportunity for someone who enjoys helping people, solving problems in real time, and creating a positive experience across multiple communication channels.
What you’ll do
Day to day, you’ll:
Respond to member inquiries across phone, text, chat, and email while delivering service that prioritizes their needs first.Identify what members need and share relevant products or services that may support their goals.Research and resolve account questions, verify member identity, document interactions accurately, and escalate to internal support when needed.Contribute to a team environment by staying engaged in coaching, sharing helpful insights, and preparing for continued growth.
What you bring
We’re looking for someone who is dependable, service-minded, and comfortable balancing friendly support with accuracy and attention to detail.
Required Skills
Ability to respond professionally to inquiries across calls, texts, chats, and emails.Strong verbal and written communication skills in English, including clear explanations and active listening.Ability to verify identity, follow established policies and procedures, and recognize potential fraud concerns.Basic personal computer skills with the ability to navigate tools, document interactions, and complete account research accurately.Good arithmetic skills and attention to detail when handling account-related questions or financial information.Ability to manage shifting priorities, complete assignments with minimal supervision, and maintain professionalism in a fast-paced environment.Ability to use a consultative approach to identify needs and recommend appropriate products or services.
Education
High school diploma or equivalent required.
What sets you apart
You don’t need prior experience to succeed in this role, but the following would be helpful:
Previous contact center experience.Previous experience in the financial industry or banking environment.Familiarity with helping customers through multiple service channels, such as phone, chat, text, or email.
What you’ll get
Full training provided so you can succeed from day one, with no prior experience necessary.A chance to make a direct impact by helping members resolve questions and feel confident in their financial decisions.Hands-on experience in financial services, member support, account research, and fraud awareness.Coaching and development that can help you build toward higher levels of responsibility.A collaborative team environment where professionalism, follow-through, and member-first service are valued every day.Opportunity to grow your knowledge of products, services, and industry best practices while supporting members in meaningful moments.
Contract length
Full Time
Rate
Competitive entry-level pay, details shared upon application.
Location
Remote
Ready to get started? Submit your application below.