Remote Part-Time Banking Engagement Specialist

HelpfulRemote; Northern (KY); Hybrid; USD 21,000 - 34,000; Part time

Job summary

HelpfulRemote is seeking a part-time remote banking specialist to support customers across phone, video teller, and online channels. You will guide clients through mobile and online tools, make onboarding and follow-up calls, and identify opportunities to offer additional services.

A high school diploma is required with preference for related degrees; Spanish skills are a plus. Applicants should have at least one year in personal banking, financial services, or customer service, and demonstrate

Qualifications

• At least one year of experience in personal banking, financial services, or customer service.
• Strong communication and relationship-building skills.
• Spanish bilingual skills preferred.
• High school diploma required; associate or bachelor’s degree preferred.

Responsibilities

• Support bank customers via phone, video teller (ITM), and online channels.
• Help customers use mobile banking and online tools.
• Make outbound calls for onboarding and follow-ups.
• Identify opportunities to offer additional products or services.
• Address fraud concerns and assist with digital banking guidance.

Skills

Customer service

Communication skills

Relationship-building

Outbound calling

Digital banking knowledge

Education

High school diploma

Associate degree

Bachelor's degree

Tools

CRM systems

Digital banking platforms

Job description

HelpfulRemote is seeking a part-time remote banking specialist to support customers across phone, video teller, and online channels. You will guide clients through mobile and online tools, make onboarding and follow-up calls, and identify opportunities to offer additional services.

A high school diploma is required with preference for related degrees; Spanish skills are a plus. Applicants should have at least one year in personal banking, financial services, or customer service, and demonstrate