Remote Banking Support Associate

Talentoma; New York (NY); Remote; USD 43,000 - 64,000; Full time

Benefits offered by this job

Health coverage

Paid leave

401(k)

Maternity leave

Bonus opportunities

Job summary

Talentoma in the United States is hiring for a fully remote customer support representative focused on everyday banking services. You will answer questions via calls, emails, and tickets, using approved reference materials, and you will not provide investment advice or sell products.

This desk-based role requires a reliable internet connection and a quiet workspace. The position reports to a customer service team lead, requires a 40-hour week with varying shifts, and uses systems like

Qualifications

• High school diploma or equivalent.
• No experience required; related experience answering customer questions in financial services, banking, or another service environment is preferred.
• Clear spoken and written communication, patient listening, and the ability to explain unfamiliar financial terms without making promises about outcomes.
• Authorization to work in the United States.
• Fully remote work from home in a desk-based customer support role.

Responsibilities

• Receive customer questions through incoming calls, emails, and service tickets, identifying the requested information and checking existing notes before responding.
• Handle telephone conversations through a Contact-center phone system such as RingCentral, explaining next steps clearly and confirming that customers understand the response.
• Answer everyday questions about online banking navigation, statement availability, displayed balances, and published service features using approved reference materials rather than assumptions.
• Review the customer's stated concern and relevant service history, distinguishing general information requests from issues that need specialist attention before offering an answer.
• Record the question, information provided, outstanding issue, and next action in a CRM such as HubSpot so colleagues can understand the conversation.
• Track unresolved questions through a Support platform such as Zendesk, keeping ticket status and ownership current as work moves between colleagues.
• Explain available self-service steps in plain language, helping customers locate information without requesting passwords or asking them to share sensitive financial details.
• Escalate unclear service information, recurring access problems, and concerns beyond the role's scope to the customer service team lead or banking service specialists.
• Follow up when an answer remains outstanding, communicate confirmed updates, and check that the original question has been addressed before closing the ticket.
• Meet quality standards for answer accuracy, timely responses, complete notes, appropriate escalation, and dependable follow-up; apply feedback from reviewed interactions to later conversations.

Skills

Clear communication

Customer service mindset

Telephone etiquette

CRM systems

Education

High school diploma or equivalent

Tools

RingCentral

Zendesk

HubSpot

Job description

Talentoma in the United States is hiring for a fully remote customer support representative focused on everyday banking services. You will answer questions via calls, emails, and tickets, using approved reference materials, and you will not provide investment advice or sell products.

This desk-based role requires a reliable internet connection and a quiet workspace. The position reports to a customer service team lead, requires a 40-hour week with varying shifts, and uses systems like