Demo

Banking Representative

TalentBridge
Charlotte, NC Full Time
POSTED ON 1/16/2025 CLOSED ON 3/31/2025

What are the responsibilities and job description for the Banking Representative position at TalentBridge?

Job Description :

We are seeking a Banking Representative with years of experience in financial services, consumer lending, or contact center support. The ideal candidate will deliver exceptional customer service, resolve inquiries, and assist clients with their lending needs while maintaining professionalism and compliance with company policies.

Onsite for months then goes Hybrid

Pay Rate : / hr

Contract to Hire

Key Responsibilities :

  • Respond to inquiries about consumer lending products, loan applications, and account management.
  • Resolve customer concerns efficiently, ensuring client satisfaction.
  • Collaborate with internal teams for accurate and timely request handling.
  • Assist with loan processing, documentation, and eligibility reviews.
  • Educate customers about financial products and services.
  • Maintain accurate customer records in the CRM system.
  • Meet performance goals and comply with regulatory guidelines.

Qualifications :

  • years of experience in customer service, financial services, or contact center support, with a focus on consumer lending.
  • Strong communication, problem-solving, and multitasking skills.
  • Proficiency in CRM systems and Microsoft Office Suite.
  • High school diploma or equivalent; a degree in finance or related field is a plus.
  • Preferred Qualifications :

  • Experience in call center environments, loan processing, or credit evaluations
  • INDCLT

    Salary : $18 - $18

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