Authentication, Banking Services, Brokerage, Call Centers, Corporate Policies, Customer Escalations, Customer Experience, Customer Relations, Customer Support/Service, Finance, Microsoft Office, Online Banking, Presentation/Verbal Skills, Telephone Skills
Client: Banking Finance
Job Title: Customer Service Representative
Location: Phoenix, AZ 85027 //Jacksonville, FL 32256 // Pennington, NJ 08534
Job duration: 12 months (Possible Extension/Conversion)
Pay Rate: ($20 - $21) on an hourly basis.
Tentative Start Date: 09/08/2026
Training Schedule: Monday–Friday 9:00 AM – 5:30 PM EST. Once training is completed, candidates move to their assigned permanent schedule.
Available Weekend Shifts (EST):
The role supports weekend coverage, with schedules such as:
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Tuesday–Saturday: 10:00 AM – 6:30 PM
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Tuesday–Saturday: 10:30 AM – 7:00 PM
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Sunday–Thursday: 10:30 AM – 7:00 PM
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Sunday–Thursday: 11:00 AM – 7:30 PM
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Monday, Tuesday, Friday & Saturday: 9:00 AM – 8:00 PM
Description:
- You'll primarily handle inbound customer calls, helping clients with their banking and brokerage account questions while providing excellent customer service.
Responsibilities:
- Answer inbound customer calls related to Bank accounts.
Assist customers with:
- Account balance inquiries
- Account maintenance and updates
- Online banking navigation and login assistance
- Transaction research
- General banking and brokerage questions
- Provide accurate and complete information during the first call whenever possible.
- Authenticate customers according to company policies before discussing account information.
- Identify potential fraud or risks and escalate when necessary.
- Navigate multiple internal systems simultaneously while speaking with customers.
- Document customer interactions accurately.
- Deliver a positive customer experience and help improve customers' financial lives.
Requirements:
- Minimum 2 years of customer service experience (Required)
- Previous call center experience is highly preferred.
- Comfortable working with multiple computer applications simultaneously.
- Good computer literacy.
- Proficient in MS Office.
- Excellent verbal communication.
- Strong grammar and professional communication.
- Customer service mindset.
- Ability to de-escalate upset customers.
Benefits:
- The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable).
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Collabera
Since 1991, Collabera has been a leading provider of IT staffing solutions and services. We are known for providing the best staffing experience and taking great care of our clients and employees.
Our client-centric model provides focus, commitment and a dedicated team to help our clients achieve their business objectives. For consultants and employees, we offer an enriching experience that promotes career growth and lifelong learning.
The Collabera Way represents our fundamentals beliefs and is founded on the following building blocks:
10,000 employees or more
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