Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Banking Customer Service Representative

WorkPath Partners

Banking Customer Service Representative

This position is located onsite in Pennington, NJ with varying shift availability. As a Banking Customer Service Representative, you will work in an inbound contact center providing exceptional service to our clients or branch office partners regarding their banking accounts. CSR's must handle all scenarios within the bank's policies and procedures. The expectation of a CSR is to be actively engaged in a conversation with our client or internal partner while accurately processing through various systems in a timely and efficient manner. Associates must be able to think critically to determine the best course of action to solve the issue at hand.

Key Responsibilities include:

  • Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
  • Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients
  • Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
  • Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts
  • Display passion, commitment and deliver an experience that improves our customers' financial lives

Required Skills:

  • Must possess the skills to navigate between multiple screens and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
  • Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint
  • Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
  • Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
  • Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
  • Positive attitude that embraces coaching as an opportunity to improvement in current role
  • Ability to handle confidential matters and sensitive information in a responsible manner
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Banking Customer Service Representative in Pennington, NJ vacancy
  • $20 - $24 per hour

     ...fantastic opportunity to work with one of the most innovative Banking and Financial companies in the U.S. Location: Chandler, AZ/...  ...Skills: Requires 1-3 years of experience Excellent Client Care / Customer Service skills. Work well as a team and build relationships to the... 
    Suggested
    Hourly pay
    Contract work
    Temporary work

    Collabera

    Hopewell, NJ
    1 day ago
  •  ...Our Client, a Banking organization, is looking for multiple Customer Service Representatives for their Hopewell, NJ location. Responsibilities Provide clear, accurate information regarding retirement accounts, balances, and plan options. Walk customers... 
    Suggested

    ICONMA

    Pennington, NJ
    4 days ago
  •  ...Client Solutions Associates Provides service support for all banking account products and service features through inbound calls from Advisory...  ...issues by successfully navigating the organization to resolve customer requests. Is accountable for the successful resolution of... 
    Suggested

    PSG Global Solutions

    Pennington, NJ
    10 hours ago
  • $52k - $94.12k

     ...the Private Equity and Real Assets Fund Services business unit of the State Street Alternative...  ...how State Street services our customers. As a Senior Associate you will be responsible...  ...preparing of capital calls, distributions and bank reconciliations Preparing management,... 
    Suggested
    Temporary work

    State Street Corporation

    Princeton, NJ
    20 hours ago
  •  ...At Bank of America, we are guided by a common purpose to...  ...- whether shaped by military service, community college education,...  ...Services Financial Services Representative (Transition Specialists) are...  ...Responsibilities: Delivers exceptional customer service by resolving... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Pennington, NJ
    23 days ago
  • $25 - $27 per hour

     ...Bank Of America Financial Services Representative At Bank of America, we are guided by a common purpose to help make financial lives better through the...  ...guidelines. Responsibilities: Delivers exceptional customer service by resolving escalated and complex inquiries... 
    Hourly pay
    Work at office
    Shift work
    Day shift

    Bank of America

    Pennington, NJ
    4 days ago
  • $90.72k - $121.52k

    OverviewThe Infosys Financial Services unit is a global leader in driving digital transformation...  ...to make smarter decisions, enhance customer experiences, and achieve operational...  ...contribute to transformative projects across banking, wealth management, and insurance... 
    Full time
    Temporary work
    Relocation

    Infosys Technologies

    Pennington, NJ
    4 days ago
  • $97.7k - $135k

     ...Management Sales Officer Peapack Private Bank & Trust is a well-recognized, high-...  ...broad range of sought-after products and services designed to help our clients establish, maintain...  ...and fee income goals and solidifying customer retention efforts by providing a superior... 

    Peapack Private Bank & Trust

    Princeton, NJ
    1 day ago
  •  ...Bank Of Princeton Career Opportunities The Bank of Princeton has exciting career...  ...growth, development and exceeding customer expectations, we are looking for you....  ...retail banking as Teller, Head Teller or Service Representative with strong experience in funding client... 

    The Bank of Princeton

    Skillman, NJ
    3 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives...  ...career paths - whether shaped by military service, community college education, or a wide range...  ...or clients in operations, client service, customer service, or related environment... 
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Pennington, NJ
    5 hours ago
  • $40k - $60k

     ...becoming a State Farm agent, I spent 11 years in the financial services and banking industry, bringing a strong background in helping people...  ...agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our... 
    For contractors
    Work at office
    Flexible hours

    Michael Daka - State Farm Agent

    Newtown, PA
    4 days ago
  • $19 - $21 per hour

     ...Position: Customer Service Representative Location: Pennington, NJ (08534) Duration: 12 Months Pay Range: $19 - $21 Position Details We are seeking...  ...preferred. Previous customer service, call center, banking, financial services, healthcare benefits, or account servicing... 
    Temporary work

    Collabera

    Pennington, NJ
    4 days ago
  •  ...Client Service Representative This role serves consumers with Health Savings Accounts offered through employer-sponsored benefit plans. The...  .... Required Skills & Qualifications: ~2 years of customer service experience. ~ Proficiency in Microsoft Outlook, Word... 

    Tailored Management

    Pennington, NJ
    4 days ago
  • $100k - $275k

     ...Bank Of America Private Bank Client Advisor At Bank of America, we are guided by a common purpose to help make financial lives better...  ...the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Princeton, NJ
    1 day ago
  • $171.6k - $338.3k

     ...of developing differentiated financial services products that achieve product-market fit...  ...focused on BankingSuite, a managed composable banking platform that helps regional, universal,...  ...& services and transform the digital customer experience. This is a great opportunity... 
    Local area

    Deloitte

    Princeton, NJ
    4 days ago
  • $57k - $70k

     ...serves as a key liaison between Account Managers, Evaluators, Customer Care, and Lab teams. From new client onboarding through order processing...  ...Good communication, interpersonal skills, and customer service Detail oriented, with a high level of organizational skills... 
    Hourly pay

    Drivs Rsiniques et Terpniques

    Princeton, NJ
    2 days ago
  •  ...Customer Services Representative (401k) Location: Pennington, NJ (Fully Onsite) Contract: 10/5/2026 10/5/2027 (Potential for Extension or Permanent Placement) Pay Rate: $ 21.00/HR, Paid Weekly Shift Availability: Monday Friday; Multiple Shift Available Below... 
    Weekly pay
    16 hours
    Permanent employment
    Contract work
    Casual work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    Canon Recruiting Group

    Pennington, NJ
    2 days ago
  • $75k - $85k

     ...serves as a key liaison between the Account Managers, Evaluators, Customer Care team, and labs, helping ensure each account runs...  ...environment Good communication, interpersonal skills and customer service Detail oriented, with a high level of organization skills... 
    Hourly pay

    Drivs Rsiniques et Terpniques

    Princeton, NJ
    4 days ago
  • $20.99 per hour

     ...Client Account Services Specialist We are seeking a Client Account Services (CAS) Specialist to serve as a key partner to our Financial Advisors and Client Associates. In this highly collaborative role, you will deliver high-touch operational support across the full... 
    Hourly pay
    Shift work

    Randstad

    Pennington, NJ
    4 days ago
  • $17 per hour

     ...that if we treat our associates well, they will treat our customers well. We will continually ask you to think outside of the box...  ...prepared by our owners and so much more! Customer Service Representative Hourly pay rate: $17.00 Scheduled needed: 40 hours per week... 
    Hourly pay
    Temporary work
    Flexible hours
    Night shift

    Raymour-

    Lawrenceville, NJ
    4 days ago
  • Domino's Pizza is hiring immediately for Customer Service Representatives (Pizza Cook/Team Member) to join their team! Job type: Full time and Part time, Permanent You got game? You got spring in your step? You want the best job in the world! And schedules that work... 
    Extra income
    Permanent employment
    Full time
    Part time
    Second job
    Immediate start
    Flexible hours
    Night shift

    Ontario Trillium Foundation

    Lawrenceville, NJ
    4 days ago
  •  ...Monday – Friday, 9:30 AM – 6:00 PM Monday – Friday, 10:00 AM – 6:30 PM   Job Description We are seeking a Customer Service Representative (Level III) to join our dynamic team within the WMFS MML department supporting MyMerrill clients. The ideal candidate will... 
    16 hours
    Casual work
    Work at office
    Monday to Friday
    Shift work

    BCForward

    Pennington, NJ
    23 days ago
  • $18 - $21 per hour

     ...dynamic, team-oriented environment and providing exceptional customer service, we encourage you to apply! Key Responsibilities...  ...coordination required. The physical demands described here represent those that must be met by an employee to successfully perform... 
    Full time
    Part time
    Work at office

    Live Urgent Care

    Pennington, NJ
    3 days ago
  • $19.32 - $24.13 per hour

     ...Group is made up of more than 600 physicians and other providers who offer primary and specialty care, as well as hospital-based services, to patients throughout the region. Capital Health recognizes that attracting the best talent is key to our strategy and success... 
    Full time
    Temporary work
    Part time
    Flexible hours

    Capital Health

    Lawrence Township, NJ
    3 days ago
  • $39.6k - $92.4k

     ...Sales Representative Bc - Voorhees Township Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech...  ...card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global... 
    Worldwide

    BentoBox

    Trenton, NJ
    2 days ago
  • $20 per hour

     ...? Air Experts is hiring In-Store Lead Generators to represent our HVAC and plumbing services inside national home improvement retail stores Why...  ...an In-Store Lead Generators, you will: Engage with customers in a retail store environment. Approach shoppers and... 
    Hourly pay
    Weekly pay
    Full time
    Part time
    Work at office
    Relocation package
    Flexible hours
    Shift work
    Weekend work
    Day shift

    ARS ACQUISITION HOLDINGS LLC

    Ewing, NJ
    20 hours ago
  •  ...player and have the ability to multi-task. Responsibilities Prepare customer forms for signature including but not limited to CIP forms,...  ...reports and other collateral items. Ensure loan is compliant with bank policy and regulatory requirements. Review of all post closing... 

    First Bank

    Mercerville, NJ
    1 day ago
  •  ...BCforward is currently seeking a highly motivated C ustomer Service Representative for an opportunity in Pennington, NJ USA Position Title...  ...assigned area's internal business partners and/or external customers and potential clients Manage risk by accurately... 
    Daily paid
    16 hours
    Temporary work
    Casual work
    Immediate start
    Monday to Friday
    Shift work

    BCForward

    Pennington, NJ
    15 days ago
  •  ...POSITION SUMMARY The Sales Representative for Driving Academy is the face of our organization...  ...will be responsible for directing the customer experience, and ushering warm leads...  ...~ Ensures customer documentation and service requests are compliant with organizational... 
    Work at office
    Local area

    Driving Academy

    Trenton, NJ
    8 hours ago
  • $69k

     ...Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear...  ...and relationship-building skills Sales or customer service experience is helpful but not required Qualifications... 
    Remote work
    Work from home
    Flexible hours

    HMG Careers

    Morrisville, PA
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Banking Customer Service Representative. Be the first to apply!