Banking Contact Center Specialist - Customer & Payments

EverBank; Jacksonville (FL); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid holidays & PTO

Job summary

EverBank, N.A. is seeking a Contact Center Specialist to service clients via inbound calls and provide exceptional support. The role emphasizes accurate documentation, proactive problem-solving, and adherence to banking regulations.

Candidates should have 2+ years in customer service or banking, with experience handling account openings, transfers, and online banking tools. Strong CRM skills and attention to risk are essential for success.

Qualifications

• 2+ years of customer service or banking experience.
• Experience processing banking transactions such as account opening, wire transfers, ACH payments, Zelle, bill pay, and account maintenance.
• Proficiency with CRM systems and online banking platforms.
• Strong knowledge of banking regulations, fraud prevention practices, and risk management.
• Experience meeting quality, client satisfaction, or sales/referral goals in a contact center or banking environment.

Responsibilities

• Maintains high-quality service by answering inbound product and service questions and referrals while aiming for one call resolution.
• Processes banking tasks including account openings, money movement, CD maturity, bill pay, and web support.
• Maintains client records by verifying and updating account information.
• Resolves product or service problems by listening, diagnosing, and explaining solutions and following up.

Skills

Customer service

Multi-system navigation

Communication skills

Banking knowledge

CRM systems

Education

High School Preferred

Tools

CRM systems

Online banking platforms

Job description

EverBank, N.A. is seeking a Contact Center Specialist to service clients via inbound calls and provide exceptional support. The role emphasizes accurate documentation, proactive problem-solving, and adherence to banking regulations.

Candidates should have 2+ years in customer service or banking, with experience handling account openings, transfers, and online banking tools. Strong CRM skills and attention to risk are essential for success.