Customer Service Banking Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Customer Service Banking Specialist supporting CSI’s digital banking software platform. Resolving customer issues through calls, chats, tickets, and email while improving product usability.
Responsibilities:
- Respond to helpdesk tickets promptly, prioritize incoming issues, develop effective workarounds, and clearly communicate resolutions
- Research tools, documentation, and data to diagnose complex production-level issues, identify root causes, and drive resolutions
- Handle incoming calls and chats professionally, friendly, and with a resolution-focused approach
- Collaborate with Product, QA, Development teams, and vendors to address systemic issues
- Follow CSI and Apiture policies, standards, and procedures for accuracy, security, and compliance
- Create, update, and maintain Support knowledge-base content
- Identify trends and partner with the Product team to improve the Apiture Digital Banking platform
- Perform other duties as needed to support team and organizational success
Requirements:
- Associate's degree or equivalent relevant experience
- 2+ years of customer support experience working directly with customers in a support or service capacity
- Excellent communication and organizational skills
- Strong written and verbal communication skills
- Ability to thrive in a fast-paced environment requiring constant prioritization
- Ability to remain effective under pressure and navigate tight deadlines
- Ability to make decisions and exercise discretion when appropriate
- Banking/Fintech experience preferred
- Comfortable with technology and open to learning and adopting new tools
- Applicants must be authorized to work in the United States without the need for sponsorship now or in the future
Benefits:
- Competitive salary
- Eligibility for incentive awards based on both individual and business performance
- Comprehensive range of benefits
Similar Jobs
Customer Support Agent
Customer Support Agent supporting users of Mindly’s psychologist marketplace. Handling account, subscription, refund, and technical platform inquiries through Intercom.
Customer Support Representative, German
Customer Support Representative assisting German fashion e-commerce customers with orders, returns, refunds, and enquiries. Fully remote role based in Kosovo, supporting an established customer experience project.
Customer Services Representative
Remote customer service representative answering insurance inquiries for Wellcove. Verifying benefits, checking claims status, and updating policy records for Medicare Supplement and Life policies.
Customer Care Manager – Partner Delivery
Manager overseeing Frontier Airlines’ outsourced customer care delivery across voice, chat, complaints, refunds, and escalations. Driving BPO governance, customer resolution, operational readiness, and continuous improvement.
Member Support Specialist
Member Support Specialist resolving non-clinical inquiries for Eleanor Health’s addiction and mental health services. Supporting community members through inbound calls, issue resolution, and care operations.
Customer Support Specialist II
Customer Support Specialist II serving Abbott Cancer Diagnostics providers and inside sales teams. Resolving inquiries, complaints, order issues, and cross-functional customer support needs.
Customer Support Representative
Customer Support Representative serving users of SKELAR’s global consumer tech businesses. Handling multilingual chat and email inquiries while escalating issues and improving support operations.
Customer Support Specialist
Customer Support Specialist managing key-account tickets for Codes Health’s AI medical record retrieval platform. Meeting SLAs, resolving inquiries, and escalating technical issues.
Customer Support Coordinator
Customer Support Coordinator managing customer support requests for Redwood Logistics’ supply chain technology platform. Troubleshooting TMS issues, improving support processes, and mentoring team members.
Teleoperador, Atención al Cliente
Teleoperator selling Entel’s new, ported, and additional mobile lines for Netcall, a Peruvian telecommunications services company. Handling outbound calls, sales records, and customer support remotely.
Agente de atención al cliente
Remote customer service agent serving clients for GEA Internacional, a multinational Latin American assistance-services company. Handling customer care and sales-related interactions with paid training.
Atención al Cliente, Recepcionista de Llamadas
Recepcionista remoto atendiendo llamadas de clientes de Claro Perú para GEA, empresa transnacional de servicios asistenciales. Gestionando atención al cliente en turno tarde.
Agente de atención al cliente
Remote customer service agent handling client inquiries and sales-related interactions for GEA Internacional, a Latin American assistance-services company. Full-time role with paid training.
Customer Service Analyst
Analista de Atendimento na Principia, empresa com operações de atendimento digital. Gerenciando chats, pedidos, logística e avaliações de clientes.
Member Support Specialist – Part-Time, Temporary
Part-time Member Support Specialist handling non-clinical inquiries for Eleanor Health’s addiction and mental health services. Resolving member issues remotely through calls, systems, and cross-functional collaboration.
Customer Service Specialist – 2nd Shift
HSN customer service specialist handling high-volume inbound calls, orders, payments, and refunds from home. Promoting products while personalizing customer interactions for QVC Group’s live social shopping business.
Customer Service Specialist – 2nd Shift
HSN customer service specialist supporting QVC Group’s live social shopping customers from Tennessee. Handling inbound calls, orders, payments, refunds, and product sales.
Travel Claim Examiner, Customer Service Representative
Travel claims representative processing insurance claims for One80 Intermediaries, a specialty insurance distribution platform. Handling claimant calls, assessing coverage, and delivering white-glove service.
RCM Customer Service Support Representative – Patient Billing
Remote patient billing customer service representative answering patient and insurance inquiries for Labcorp, a global diagnostics and drug development company. Initiating payment plans and resolving billing issues.
Customer Service Representative
Customer Service Representative handling mortgage servicing, escrow, billing, and payment inquiries for national lender Towne Mortgage. Researching accounts, resolving issues, and escalating complex cases.