Customer Service Representative (CSR)

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Customer Service Representative (CSR) in United States.

This role is a key frontline position focused on delivering high-quality financial service and support to customers while helping them achieve their personal and financial goals. You will act as a trusted point of contact, guiding customers through banking products, services, and solutions with clarity and care. The position blends customer engagement, sales support, and problem-solving in a fast-paced branch environment. You will play an important role in building long-term customer relationships while ensuring a smooth and positive service experience. Success in this role requires strong communication skills, empathy, and a proactive mindset. It is an excellent opportunity for someone who enjoys helping people while contributing to business growth in a financial services setting.

Accountabilities:

Deliver exceptional customer service by responding to inquiries, resolving issues, and building strong, trust-based customer relationships.
Educate customers on financial products and services, including account types, loan options, and other banking solutions to support informed decision-making.
Identify customer needs and proactively recommend suitable products and services to enhance satisfaction and support business growth.
Handle and resolve customer concerns, disputes, and account-related requests such as debit card maintenance and transaction inquiries.
Support daily branch operations by assisting team members and ensuring smooth service delivery.
Educate customers on digital banking tools and technologies to enhance their experience and self-service capabilities.

Requirements:

Minimum of 3 years of experience in customer service or sales, preferably in a financial or retail environment.
Strong interpersonal and communication skills with the ability to build rapport and trust with customers.
Proven ability to identify customer needs and provide effective solutions or recommendations.
Basic understanding of consumer credit, lending practices, or financial products is highly desirable.
Strong problem-solving skills with a customer-first mindset and attention to detail.
Ability to work in a fast-paced, in-person branch environment while managing multiple tasks effectively.
Must be able to pass required background and credit checks.
Full-time, on-site position (non-remote).

Benefits:

Competitive hourly pay ranging from $18.00 to $20.50 per hour
Opportunity to grow within the financial services and banking industry
Hands-on training and development in customer service and banking products
Supportive team environment focused on customer success and collaboration
Exposure to sales, financial products, and relationship management skills
Equal opportunity workplace with inclusive hiring practices.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Customer Service Representative (CSR)

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