Banking Advisor

TEKsystems•Salt Lake City, UT

6d•$20 - $20•Hybrid

About The Position

We are seeking a skilled and customer‑focused Customer Service Representative to support a variety of banking services, including student loan inquiries, savings accounts, and general account servicing. This role involves assisting customers by phone, email, and written requests while ensuring accuracy, professionalism, and a high level of service. You will collaborate with customers, financial institutions, internal teams, and business partners while researching, analyzing, verifying, and updating account information according to established guidelines.

Requirements

Customer service
Call center experience
High School Diploma or equivalent

Nice To Haves

Banking or financial services experience (preferred)
Strong communication and organizational skills
High attention to detail
Customer‑oriented mindset
Ability to work in a fast‑paced, service‑driven environment
Customer service and/or banking experience preferred

Responsibilities

Handle inbound customer calls regarding student loans, deposit products, and savings accounts
Provide clear, accurate information about banking products and application processes
Respond to customer inquiries via email and written correspondence
Complete timely follow‑ups on account‑related issues
Maintain and update customer accounts with accuracy
Document and report any issues affecting customer satisfaction
Utilize strong problem‑solving skills to resolve customer needs
Escalate complaints and exceptional service concerns appropriately
Stay informed about competitor and comparable financial products