Client Service Representative - Banking (Phoenix)

Agility360; Phoenix (AZ); On-site; USD 38,000 - 52,000; Full time

Job summary

Agility360 in Phoenix is seeking a Client Service Representative to support business and consumer banking clients onsite. You will assist with digital banking tools, treasury management, and payment solutions, delivering timely resolutions and strong client experiences.

Join a team focused on growth in banking products, treasury services, and digital payments, while maintaining regulatory compliance and risk management.

Qualifications

• 1+ years of experience in customer service, banking operations, treasury services, payments, financial services, or a related field.
• High School Diploma or GED.
• Excellent verbal and written communication skills.
• Strong problem-solving and analytical abilities.
• Ability to work efficiently in a fast-paced, client-focused environment.

Responsibilities

• Serve as the primary contact for business and consumer clients via phone, email, and written correspondence.
• Provide end-to-end support for digital banking and treasury services, including ACH, wires and online banking.
• Educate clients on products and system functionality to deliver a best-in-class experience.
• Research and resolve client inquiries using multiple systems, identifying root causes and solutions.
• Collaborate with operations and banking teams to deliver effective, compliant solutions.

Skills

Customer service

Banking operations

Treasury services

Payments

Analytical abilities

Verbal communication

Written communication

Problem-solving

Multi-tasking

Attention to detail

Education

High School Diploma or GED

Tools

CRM systems

Multiple platforms

Job description

Client Service Representative-Banking (Phoenix)

Location: Phoenix, AZ (ONSITE)

Make an Impact Every Day

Are you passionate about helping customers solve problems and delivering exceptional service? Do you thrive in a fast-paced environment where every interaction matters?

As a Client Service Representative, you'll serve as a trusted resource for business and consumer banking clients, helping them navigate digital banking tools, treasury management services, and payment solutions. You'll combine your customer service expertise, analytical mindset, and problem-solving skills to deliver timely resolutions and create positive client experiences.

This is an excellent opportunity for individuals looking to grow their career in banking, treasury management, digital payments, and client relationship management.

What You'll Do

Deliver Exceptional Client Support

• 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, including:
  • ACH Payments
  • Wire Transfers
  • Remote Deposit Capture
  • Positive Pay & Reverse Positive Pay
  • Online Banking Platforms
• Educate clients on products, services, and system functionality while providing a best-in-class customer experience.

Solve Complex Problems

• Research and resolve a variety of client inquiries using multiple systems and resources.
• Analyze issues, identify root causes, and determine the most effective resolution.
• Manage time-sensitive situations with professionalism, accuracy, and urgency.
• Escalate unresolved concerns appropriately while maintaining client confidence and expectations.

Build Strong Internal & External Partnerships

• Collaborate with operations, treasury management, and banking teams to deliver effective solutions.
• Serve as an advocate for clients while balancing risk management and regulatory requirements.
• Document client interactions thoroughly and maintain accurate records.

Drive Continuous Improvement

• Share knowledge and best practices with teammates.
• Participate in special projects, process improvements, and training initiatives.
• Stay current on banking products, policies, compliance requirements, and digital banking enhancements.

Maintain Compliance & Security

• Follow all customer authentication and verification procedures.
• Adhere to regulatory and compliance requirements while safeguarding client information.
• Ensure all client interactions align with bank policies and risk management standards.

What Makes You Successful

You are:

• A strong communicator who enjoys helping customers.
• A natural problem solver who thinks critically and analytically.
• Comfortable working in a high-volume call center or customer service environment.
• Able to multitask across multiple systems while maintaining accuracy and attention to detail.
• Motivated to learn banking products, treasury services, and digital payment solutions.
• Professional, adaptable, and team-oriented.

Qualifications

Required

• 1+ years of experience in customer service, banking operations, treasury services, payments, financial services, or a related field.
• High School Diploma or GED.
• Excellent verbal and written communication skills.
• Strong problem-solving and analytical abilities.
• Ability to work efficiently in a fast-paced, client-focused environment.

Preferred

• Experience in a call center, banking, financial services, treasury management, or payment processing environment.
• Knowledge of consumer and small business banking products and services.
• Experience supporting ACH, wires, online banking platforms, cash management, or treasury products.
• Experience working with CRM systems and multiple technology platforms.
• Familiarity with regulatory and compliance requirements within financial services.