Inbound Banking Customer Advisor – Onsite Charlotte

VXI; Charlotte (NC); On-site; USD 27,000 - 32,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Gym membership after 90 days

Employee referral program

Phone plan discounts

Job summary

VXI Global Solutions is hiring an Onsite Customer Service Representative (Banking) in Charlotte, NC. You will be the first point of contact for customers managing bank accounts and card services, answering questions, resolving concerns, and ensuring secure handling of financial information.

The role requires reliable, empathetic communication, strong data entry, and the ability to navigate multiple systems.

Qualifications

• High school diploma or GED required.
• Minimum 1 year of continuous customer service experience with one employer.
• At least 6 months of contact center/BPO experience preferred.
• Banking or financial services experience is a plus.
• Computer proficiency with the ability to navigate multiple systems and dual monitors while assisting customers by phone.
• Ability to follow established processes while maintaining a natural, conversational approach.

Responsibilities

• Answer inbound calls from customers regarding deposits, debit and credit cards, balances and transactions.
• Troubleshoot customer concerns including declined transactions and card issues.
• Provide accurate information with professionalism, empathy, and urgency.
• Aim for first-call resolution where possible and build trust through exceptional service.
• Authenticate customers and protect confidential information in line with banking regulations.

Skills

Phone banking

Customer service

Data entry

Multitasking

PCI compliance

Education

High school diploma or GED

Tools

CRM systems

Job description

VXI Global Solutions is hiring an Onsite Customer Service Representative (Banking) in Charlotte, NC. You will be the first point of contact for customers managing bank accounts and card services, answering questions, resolving concerns, and ensuring secure handling of financial information.

The role requires reliable, empathetic communication, strong data entry, and the ability to navigate multiple systems.