Banking Client Service & Sales Representative

Banking / Financial Services | In-Office
Pay: $25–$27/hour

Banking Client Service Job Overview

We are hiring a Banking Client Service & Sales Representative to help clients identify financial solutions that support their goals. This role combines customer service, relationship building, problem-solving, and sales in a fast-paced banking environment.

You will work directly with clients to understand their needs, answer questions, resolve concerns, and recommend appropriate banking products and services.

This is an in-office position with schedule flexibility that may include weekends and holidays.

Banking Client Service Responsibilities

• Build and deepen client relationships by identifying financial needs and recommending appropriate products and services

• Respond to customer questions and concerns and provide customized solutions

• Sell and fulfill banking products, including:

  • Checking and savings accounts

  • Credit cards

  • Certificates of Deposit (CDs)

  • Individual Retirement Accounts (IRAs)

  • Loans

• Identify client needs that require licensed sales support and make referrals to appropriate banking partners

• Provide information regarding rates, terms, and available banking programs

• Use available tools and resources to manage risk during business, product, and service transactions

• Engage clients through multiple simultaneous chat conversations in a high-volume environment

• Explain financial products and options clearly using plain language

• Build rapport, address objections, and identify opportunities to meet client needs

Banking Client Service Required Qualifications

• Strong customer-service mindset with a passion for helping clients

• Comfortable working in a fast-paced, high-volume environment

• Ability to manage multiple simultaneous chat conversations

• Strong written communication skills, including grammar, spelling, and professional tone

• Strong active listening and interpersonal skills

• Ability to understand client needs and recommend appropriate solutions

• Comfortable receiving ongoing coaching and performance feedback

• Adaptable and willing to learn new technologies, processes, and procedures

• Intermediate computer proficiency

• Strong organizational and time-management skills

• Strong decision-making and problem-solving abilities

• Self-motivated and able to work effectively as part of a team

• Flexibility to work schedules that may include weekends and holidays

Banking Client Service Preferred Qualifications

• Previous banking or financial services experience

• Call center experience

• Sales experience

• Customer service experience

• Strong written communication skills

Banking Client Service Key Skills

• Customer Service

• Client Relationship Management

• Sales & Business Development

• Active Listening

• Problem Solving

• Issue Resolution

• Attention to Detail

• Consulting

• Referral Identification

• Research

• Adaptability

• Client Needs Analysis

• Written Communication

• Customer & Client Focus

Pay & Work Environment

Pay Rate: $25–$27/hour

Work Setting: In-Office

This is an opportunity to build experience in banking and financial services while developing skills in client relationships, financial products, sales, and customer service.