Customer Service Representative, Payments & Banking
Overview
You own the member service experience for a financial institution, handling inbound calls and processing transactions while meeting key performance metrics. You start with payments and expand to transfers, account openings, and mobile banking support. You work onsite in Herndon, VA, as part of a team dedicated to accuracy and fraud prevention. The role stands out for its focus on Salesforce (nice to have) and Spanish proficiency (preferred). You build trust with every interaction, ensuring compliance and protecting member assets.
What You'll Do5
- 1Handle member service calls, meeting metrics for call handle time, call quality, and after-call work.
- 2Process payments accurately, then expand to transfers, new account openings, and online/mobile banking transactions.
- 3Maintain a professional demeanor to build member confidence and trust.
- 4Adhere to the company's MSR policy and procedures for every transaction.
- 5Ensure compliance with operational, security, and control policies, preventing fraud and protecting member assets.
Requirements5
- 1Experience in customer service, with a focus on call handling and transaction processing.
- 21+ years in a customer-facing role, preferably in banking or financial services.
- 3Proficiency with Salesforce is a plus, but not required.
- 4Spanish proficiency is highly preferred.
- 5Ability to work onsite in Herndon, VA, on a contract-to-hire basis.
Salary Insight
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