Job Description
Job Description💼 Remote Financial Services Representative (Inbound Call Center)
Pay Rate: $20/hour
Employment Type: Contract-to-Hire
Location: Fully Remote (U.S.-based candidates only)
Start Date: ASAP
About the Role
Are you passionate about helping people manage their finances and navigate digital banking tools? Join a leading financial institution as a Financial Services Representative, where you’ll be the first point of contact for clients seeking support with their banking needs.
This is a client-focused, inbound call center role—no cold calling or sales pressure. You’ll provide personalized assistance, resolve issues, and guide clients through digital banking platforms, all while deepening relationships and promoting financial wellness.
Key Responsibilities
- 📞 Client Support: Handle inbound calls related to accounts, transactions, and digital banking tools
- 💬 Engagement: Build rapport through meaningful conversations and personalized service
- 🧠 Problem Solving: Understand client needs and resolve issues efficiently
- 💳 Product Promotion: Educate clients on banking products like accounts, credit cards, loans, and investments
- 💻 Digital Expertise: Guide clients through digital banking features and tools
- 🤝 Collaboration: Refer clients to internal experts when needed to support their financial goals
Schedule & Training
- Training: Fully remote
- Shifts: Monday–Friday between 8:00 AM–7:00 PM CST (varies: 8–5, 9–6, or 10–7)
- Occasional Saturdays: 8:00 AM–1:00 PM CST (with a weekday off in exchange)
Must be flexible for all schedule options. Shifts are assigned monthly.
What You Bring
- ✅ 2+ years of customer service experience in banking or financial services
- ✅ Experience with digital banking platforms (online/mobile banking)
- ✅ Strong verbal and written communication skills
- ✅ Ability to multitask and navigate multiple systems
- ✅ Client-first mindset and problem-solving skills
- ✅ Comfortable working in a fast-paced, goal-driven environment
- 🎓 Bachelor’s degree preferred
Why You’ll Love It
- 🌐 Fully Remote – Work from anywhere with a reliable internet connection
- 🏦 Top-Tier Experience – Gain exposure to one of North America’s leading financial institutions
- 📈 Career Growth – Strong potential for permanent placement and advancement
- 🤝 Supportive Culture – Collaborative team environment with ongoing training and development
Important Notes
We’re looking for candidates who are:
✅ Professional, flexible, and client-focused
✅ Comfortable with digital tools and remote work
❌ Not a fit if your experience is limited to teller roles or community banks without digital banking exposure
Pay and Benefits
The pay range for this position is $20.00 - $20.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully remote position.
Application Deadline
This position is anticipated to close on Oct 30, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.