Entry-Level Corporate Banking Opportunity

Customer Service Representative
Locations - Phoenix, AZ, 85027
6+ Months Contract-to-Hire Opportunity
Pay range - $18/hour

Summary:
A leading national financial services organization is seeking Customer Service Representatives to join a growing client support and sales operations team in Phoenix, AZ. This is an excellent opportunity for individuals looking to build a long-term career within banking, financial services, or customer support while gaining exposure to sales support, client relationship management, and operational processes.

This role combines customer service, lead coordination, pipeline management, and client follow-up responsibilities within a fast-paced contact center environment. Candidates should be comfortable handling inbound and outbound communication, documenting customer interactions, and working cross-functionally to support client onboarding and account activation processes.

Key Responsibilities

• Handle inbound and outbound customer calls
• Contact customers to confirm business needs and route qualified opportunities appropriately
• Maintain accurate pipeline management and detailed documentation of customer interactions
• Track outreach attempts, schedule follow-up calls, and coordinate referrals
• Support customers through documentation, onboarding, and activation processes
• Partner with internal teams including underwriting, validation, and sales support
• Deliver exceptional customer service while adhering to compliance guidelines and procedures
• Participate in ongoing feedback sessions and process improvement initiatives
• Maintain professionalism and strong attention to detail in a high-volume environment

Qualifications

• 6+ months of experience in customer service, call center, banking, financial services, or related environments
• Strong phone communication and active listening skills
• Ability to multitask and manage detailed notes/documentation
• Comfortable navigating multiple systems and maintaining accurate records
• Strong organizational skills and ability to work in a fast-paced environment
• Experience handling customer follow-up, scheduling, or referral coordination is a plus