Remote Banking Operations 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

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.