Banking Coordinator

Talentoma; Idaho; Remote; USD 39,000 - 55,000; Full time

Benefits offered by this job

Health coverage

Paid leave

401(k)

Maternity leave

Stipends

Job summary

Talentoma is seeking a Banking Operations Coordinator to manage a remote queue of customer requests. You’ll coordinate, update CRM details, and route tasks across internal teams, maintaining clear ownership and timely follow-ups.

Ideal candidates have 1–2 years in banking coordination, strong communication, and a reliable home workspace. This is a fully remote role with a 40-hour week and variable shifts.

Qualifications

• High school diploma or equivalent.
• 1–2 years in banking coordination or similar role.
• Familiar with HubSpot CRM and updating request details.
• Experience with Wrike project management and Microsoft Outlook.
• Strong written and verbal communication.
• Reliable remote workstation with internet access.
• Authorized to work in the United States.

Responsibilities

• Review the incoming queue of calls, emails, and service requests and route them to the appropriate partner.
• Verify customer contact details and request purpose before coordinating next steps.
• Enter status updates and ownership details in a CRM like HubSpot.
• Coordinate follow-up using RingCentral or similar system.
• Track service requests and open questions in Wrike.
• Schedule internal discussions and follow-ups using Outlook.
• Prepare status lists and activity summaries.
• Escalate urgent issues to banking operations lead.
• Maintain orderly notes and ensure timely follow-up.

Skills

Communication

Organizational skills

Customer service

Time management

Education

High school diploma or equivalent

Tools

HubSpot CRM

Wrike

Microsoft Outlook

Job description

Monthly Pay: $3,533 - $4,962 USD per month

Summary:

Each shift begins with the open queue of customer requests, emails, and phone messages waiting for coordination. The Banking Coordinator organizes service requests, keeps account-related details clear, and helps customers receive timely updates, making routine banking support easier to navigate. This role sits within the banking operations team and works under a banking operations team lead. The coordinator works with customers, service representatives, account teams, and internal operations partners to keep requests moving toward resolution. This is a fully remote, work from home position based in Idaho, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities:

• Review the incoming queue of customer calls, emails, and service requests, sort items by urgency, and assign or route them to the appropriate internal partner.
• Confirm customer contact details, request purpose, and available account information before coordinating the next step for each inquiry.
• Enter clear request summaries, status updates, ownership details, and next actions in a CRM such as HubSpot.
• Coordinate customer follow-up through a contact-center phone system such as RingCentral, using professional and helpful language.
• Track service requests, open questions, and internal handoffs in a project management tool such as Wrike.
• Arrange internal discussions and customer follow-up times using a scheduling and calendar tool such as Microsoft Outlook.
• Prepare status lists and service activity summaries using a spreadsheets and data entry tool such as LibreOffice Calc.
• Follow up with account teams or operations partners when a request lacks needed information, remains unresolved, or needs a status update.
• Escalate urgent customer concerns, repeated service disruptions, or sensitive account-access questions to the banking operations team lead.
• Maintain orderly notes through closure and support quality expectations measured by accuracy, turnaround, complete notes, and timely follow-up.

Qualifications:

• High school diploma or equivalent.
• About 1-2 years preferred in banking coordination, financial operations, customer-facing support, or a related desk-based role.
• Working knowledge of banking service requests, account terminology, and the importance of clear status communication.
• Familiarity with a CRM such as HubSpot and the ability to update request details consistently.
• Familiarity with a project management tool such as Wrike and a scheduling and calendar tool such as Microsoft Outlook.
• Ability to organize competing customer requests, identify missing details, and route work to the appropriate internal contact.
• Strong written and verbal communication for explaining request status and coordinating respectful follow-up.
• Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.
• Fully remote work from a dedicated home workspace in Idaho, United States.
• Structured onboarding and training on a CRM such as HubSpot, a project management tool such as Wrike, and a scheduling and calendar tool such as Microsoft Outlook.
• Regular check-ins with the banking operations team lead to review priorities, questions, and service progress.
• Opportunity to build banking coordination, request routing, customer update, and cross-team follow-up skills.
• Health coverage, paid leave, a 401(k), maternity leave, and stipends.