Job Description

Onsite role / fully vaccinated candidates only

Hours: Training will be M-F 7 am- 3:30 pm MT for 3 weeks.  

Each candidate must have perfect attendance or they will face termination.  

The Hours remain the same after training, M-F 7 am-3:30 pm.  

No weekend or night shifts! 

• Candidates should possess a high level of professionalism and customer service skills.  
• This is a very structured position responsible for answering incoming calls from consumers who have questions about account balances, HSA’s,  card activation, application status, Treasury guidelines and regulations, and internal procedures.  
• This role requires great people skills as individuals work to help solve customer issues. 

Ideal Candidate – who to look for: 

• Retail/fast food employee 
• People who have been in a call center like Convergys with good job tenure (can be senior candidates) 
• Entry-level banking experience (bank tellers) 
• Anyone who deals with customers face to face 

Primary Responsibilities: 

• Taking inbound calls from consumers 
• This is a call center role, they’ll come input their headsets on and take calls all day (40-50 calls a day – average 6-minute calls) 
• Handling and researching issues over the phone 
• Utilizing the computer database to verify and document information 

Main Responsibilities of Call Reps: 

• Providing customer service on spending accounts 
• Educate customers on account 
• Benefits of account 
• When and how to use the funds in the account 
• They’re an online bank so understanding website 
• Navigating website 
• Registration 
• Enrolling or signing onto a website 
• Understanding online banking 
• How to navigate a bank website in general 
• Helping customers with tax forms in general 
• Updating accounts with general demographic information 

Required Qualifications: 

• An education level of at least a High School Diploma or GED 

• Authorization to work in the United States 
• Available to work 40 hours per week anytime within the operating hours of the site 
• Familiarity with computer and Windows PC applications, which includes the ability to learn new and complex computer 
• system applications  

Soft Skills: 

• Ability to navigate a computer while on the phone 
• Ability to multi-task, this includes the ability to understand multiple products and multiple levels of benefits within each product 
• Ability to remain focused and productive each day though tasks may be repetitive 

Physical Requirements and Work Environment: 

• Frequent speaking, listening using a headset, sitting, use of hands/fingers across keyboard or mouse, handling other objects, long periods working at a computer 
• Service center environment with moderate noise level due to Representatives talking, computers, printers, and floor activity. 

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Job Requirements

call center, cashier, retail, fast food, customer face to face