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Bank Call Center Jobs in Raleigh, NC (NOW HIRING)

Duties and Responsibilities * Assist customers with bank and auto loan account questions in a high ... At least one (1) year of experience in a high-volume call center * Proven Remote Work Experience:

... support, zendesk, Call center, Support, Customer service oriented Additional Skills ... CTRL + V) (IOI) Nice to Have: - 55+ WPM - Bank or Teller Experience - Data entry experience - Any ...

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Bank Call Center information

See Raleigh, NC salary details

$10

$17

$24

How much do bank call center jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for bank call center in Raleigh, NC is $17.41, according to ZipRecruiter salary data. Most workers in this role earn between $14.95 and $18.70 per hour, depending on experience, location, and employer.

What is the difference between Bank Call Center vs Bank Customer Service Representative?

AspectBank Call CenterBank Customer Service Representative
CredentialsHigh school diploma; some roles may require banking certificationsHigh school diploma; banking certifications optional
Work EnvironmentCall center setting, primarily phone-basedBranch or office, in-person and phone interactions
Employer & Industry UsageBanking institutions, call centersBank branches, customer service departments
Common Search & ComparisonYesYes

The main difference is that Bank Call Center roles focus on handling customer inquiries via phone in a call center environment, while Bank Customer Service Representatives often work directly in branches or offices, providing in-person and phone support. Both roles require similar credentials but differ mainly in work setting and daily tasks.

What are the qualifications to get a bank call center job?

The qualifications that you need to start a career in a bank call center include excellent customer service skills, knowledge of bank products and procedures, and a high school diploma or GED certificate. Employers may prefer applicants with a finance-related degree or applicants who have completed finance courses in college. Other requirements may depend on the responsibilities of your job. A call center supervisor may need management experience or a degree in business administration or management. Employers may also require new call center workers to undergo customer service training before they work independently.

What are some common challenges faced by employees in a bank call center, and how are they typically addressed?

Employees in a bank call center often encounter high call volumes, dealing with a diverse range of customer inquiries and sometimes handling frustrated or upset callers. To address these challenges, most centers provide thorough training on communication, conflict resolution, and the bank's products and services. Regular team meetings and support from supervisors help staff stay updated on procedures and provide a forum to share best practices. Additionally, many banks offer wellness programs and encourage taking scheduled breaks to help manage stress and maintain a positive work-life balance.

What are the key skills and qualifications needed to thrive as a bank call center representative?

To thrive as a Bank Call Center Representative, you need strong customer service skills, basic financial knowledge, and typically a high school diploma or equivalent. Familiarity with CRM software, call center telephony systems, and secure data handling protocols is important. Excellent communication, patience, and problem-solving abilities set top performers apart in handling diverse customer needs. These skills ensure representatives can efficiently resolve customer inquiries, protect sensitive information, and maintain high satisfaction in a fast-paced environment.

What is a bank call center job?

Bank call center jobs involve assisting customers over the phone with their banking needs, such as answering account inquiries, resolving issues, processing transactions, and providing information about products and services. Employees in these roles are typically responsible for delivering excellent customer service, handling complaints, and ensuring customer satisfaction. They may also help with fraud prevention and guide customers through digital banking tools. Strong communication skills, problem-solving abilities, and knowledge of banking policies are important for success in this job.
What are the most commonly searched types of Bank Call Center jobs in Raleigh, NC? The most popular types of Bank Call Center jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Bank Call Center jobs? Cities near Raleigh, NC with the most Bank Call Center job openings:
Infographic showing various Bank Call Center job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $36,215 per year, or $17.4 per hour.

Investment Retention Specialist

First Citizens Bank

Raleigh, NC • On-site

Full-time

Medical, Life

Re-posted 9 days ago


First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 170 rated banks


Job description

Overview
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
The retention specialist is an entry level role that is responsible for managing a preassigned book of existing relationships and looking for ways to grow and retain the client base. This position is responsible for developing an understanding of every client or prospect's financial situation and making introductions to senior specialists and partners where suitable. The team works with Mass Affluent clients that have an existing investment relationship with First Citizens Investor Services (FCIS). Partners with internal lines of business to increase new business while serving clients' financial goals and needs.
Responsibilities
  • Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank's offered products, or refers them to banking partners as appropriate.
  • Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
  • Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
  • Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.

Qualifications
Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative
Preferred Area of Experience: Call Center and/or Client Service experienceLicense or Certification Type: Possess state-specific life and health insurance licenses Required, Possess valid Series 7, 63, 65 or 66 licenses PreferredSkill(s): Knowledge of investment and financial markets
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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