Customer Service Representative, Banking
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Job Description
Remote banking customer service representative supporting financial accounts, retirement plans, and life insurance. Handling transactions and resolving customer issues across 24/7 rotational shifts.
Responsibilities:
- Support customers with financial accounts, retirement plans, and life insurance
- Handle transactions carefully
- Resolve customer issues across rotational shifts
- Service customer accounts and financial transactions
Requirements:
- 2–20 years of customer service experience in financial services, banking, retirement services, or life insurance
- Hands-on experience with 401(k) and retirement plans
- Experience servicing life insurance policies or products
- Knowledge of investment products and the stock market, including equities and securities
- Experience handling customer accounts and financial transactions
- Strong communication, problem-solving, and customer service skills
- Background check and fingerprint verification required
- Availability for 24/7 rotational shifts, including nights
Benefits:
- Fully remote position
- 24/7 rotational shifts, including nights
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