Remote Banking Customer Service Associate – Phone-Based Role – USA Only

Progressive Technology; United States; A distancia; USD 19.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive hourly pay with bonuses

Paid virtual training

401(k) with company match

Medical, dental, and vision insurance

Paid time off and holidays

Career advancement opportunities

Work-from-home with equipment provided

Descripción de la vacante

Progressive Technology is seeking enthusiastic and service-driven individuals to join our remote banking support team as Banking Customer Service Associates. This role is fully phone-based and designed for candidates who are passionate about helping others and ensuring seamless banking experiences for customers across the United States.

You will act as the first point of contact, providing expert assistance on account inquiries, transactions, fraud alerts, and digital banking solutions.

Formación

• High school diploma or GED required; associate degree or higher preferred.
• Excellent verbal communication and active listening skills.
• Strong multitasking ability across multiple systems during calls.
• Comfortable in a fast-paced, target-driven environment.
• Basic banking terminology; training provided.

Responsabilidades

• Answer inbound calls and assist customers with banking queries professionally.
• Support on account balances, deposits, withdrawals, loans, and online banking.
• Address card disputes, fraud alerts, and security concerns with accuracy.
• Guide users through digital self-service tools and troubleshoot mobile banking issues.
• Verify customer data and follow security procedures; document interactions in CRM.
• Escalate complex cases to appropriate departments.
• Meet or exceed call handling, CSAT, and resolution metrics.

Conocimientos

Verbal communication

Active listening

Multitasking

Customer service mindset

Problem solving

Organizational skills

High-speed internet

Educación

High school diploma or GED

Associate degree or higher preferred

Herramientas

CRM platforms

Customer service software

Descripción del empleo

Job Summary

Progressive Technology is seeking enthusiastic and service-driven individuals to join our remote banking support team as Banking Customer Service Associates. This role is fully phone-based and designed for candidates who are passionate about helping others and ensuring seamless banking experiences for customers across the United States. You will act as the first point of contact, providing expert assistance on account inquiries, transactions, fraud alerts, and digital banking solutions.

Key Responsibilities

• Answer inbound calls and assist customers with banking queries in a professional, empathetic, and efficient manner

• Provide support on account balances, deposits, withdrawals, loan payments, transaction issues, and online/mobile banking

• Handle customer concerns related to card disputes, fraud alerts, and security measures with accuracy and care

• Guide users through digital self-service tools and troubleshoot common mobile banking issues

• Follow standard procedures for verification and secure handling of customer data

• Document customer interactions thoroughly in the CRM system

• Escalate complex cases to the appropriate internal departments when necessary

• Meet or exceed performance metrics for call handling time, customer satisfaction, and resolution quality

Required Skills and Qualifications

• High school diploma or GED (Associate degree or higher preferred)

• Excellent verbal communication and active listening skills

• Strong multitasking ability while working with multiple systems during calls

• Comfortable working in a fast-paced, target-driven customer support environment

• Basic understanding of banking terminology and services (training provided)

• Tech-savvy with the ability to navigate customer management tools and digital platforms

• Ability to maintain composure and professionalism under pressure

Experience

• Minimum: 6 months of customer service experience (banking, call center, or retail service experience preferred)

• Preferred: Previous experience in phone-based financial services or call center environment

Working Hours

• Flexible shifts available (Full-time & Part-time)

• Must be available to work within core hours: 8:00 AM to 8:00 PM EST, Monday through Saturday

• Occasional overtime and weekend shifts based on business needs

Knowledge, Skills, and Abilities

• Familiarity with customer service software and CRM platforms

• Ability to maintain confidentiality and follow data protection regulations

• Strong problem-solving skills with a customer-first approach

• Organized, detail-oriented, and dependable

• High-speed internet and a quiet, professional remote work environment

Benefits

• Competitive hourly pay with performance-based bonuses

• Paid virtual training

• 401(k) plan with company match

• Medical, dental, and vision insurance options (for eligible full-time employees)

• Paid time off and holiday pay

• Career advancement opportunities within Progressive Technology

• Work-from-home convenience with company-provided equipment

Why Join Progressive Technology?

At Progressive Technology, we believe in creating more than just jobs- we build careers. Our inclusive, remote-first culture empowers our teams to thrive from anywhere in the U.S. We value innovation, integrity, and a commitment to excellent customer service. Whether you are looking to grow your career in banking support or find a work-from-home role that fits your lifestyle, this is your opportunity to make a meaningful impact.