Banking Services Representative

Job Title:

Banking Customer Service Representative

Industry:

Banking / Financial Services

Pay: $26-32/hr based on experience

Benefits:

This position is eligible for medical, dental, vision, and 401(k).

About Our Client:

Addison Group is hiring for a mission-driven financial services organization that provides banking, lending, and investment solutions to a specialized customer base. The organization values relationship-focused service and prioritizes member quality interactions and excellent listening skills.

Job Description:

The Banking Customer Service Representative supports customers with loan and deposit accounts, online banking services, and ongoing account maintenance. This role is well-suited for a professional with recent banking or credit union call-center experience who enjoys providing consultative, resolutions based support. Most customer communication is handled via email, with phone interactions as a secondary channel.

Key Responsibilities:

• Provide responsive, high-quality service to customers by answering account-related questions and resolving issues
• Assist with opening and maintaining loan and deposit accounts, including support for online account setup
• Manage secure digital communications by monitoring and responding to customer emails and messages
• Perform account servicing tasks such as processing account changes, transfers, loan payoffs, and documentation updates
• Support loan customers throughout construction projects by preparing disbursement requests, tracking budgets, and monitoring timelines
• Identify appropriate opportunities to introduce additional services aligned with customer needs

Qualifications:

• Minimum of 3 years of recent customer service experience in a banking or credit union environment
• Hands-on experience supporting lending products and loan servicing processes
• Associate’s Degree required, Bachelor's Degree preferred
• Familiarity with CRM and banking platforms such as Salesforce and OSI
• Proficiency with Microsoft Office
• Strong written and verbal communication skills with a customer-focused approach

Additional Details:

• This is not a high-volume call role; interactions are more complex and relationship-driven
• Hybrid role after 30 days, two days in office and three days remote
• Role is temp to hire after probationary timeframe

Perks:

• Relationship-focused service environment
• Opportunity to work with a purpose-driven organization
• Exposure to both lending and deposit operations
• Collaborative and supportive team culture
• Beautiful office, training provided, great work/life balance 830-5pm hours

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.