Banking Customer Service Specialist – Digital & Treasury

Agility360

Phoenix (AZ)

On-site

USD 22,000 - 30,000

Full time

6 days ago

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Job summary

Agility360 is hiring a Customer Service Representative (Banking) in Phoenix, AZ, onsite. You will be the primary contact for business and consumer clients, guiding them through digital banking tools and treasury services.

This role emphasizes accuracy, problem-solving, and delivering a superior client experience in a fast-paced environment. The position requires 1+ year of customer service or banking experience, strong communication skills, and the ability to work across multiple systems.

Qualifications

1+ years of experience in customer service, banking operations, treasury services, or related field.
Excellent verbal and written communication skills.
Ability to work efficiently in a fast-paced, client-focused environment.

Responsibilities

Serve as the primary point of contact for business and consumer clients via phone, email, and written correspondence.
Provide end-to-end support for digital banking and treasury management services.
Educate clients on products, services, and system functionality while delivering a best-in-class experience.
Research and resolve client inquiries using multiple systems and resources.
Collaborate with banking teams to deliver effective solutions while maintaining compliance.