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Phone Banker Jobs (NOW HIRING)

First National Bank

Phone Banking Associate

Bangor, ME

$14.75 - $20.25/hr

Phone etiquette and Customer service experience preferred High school diploma or equivalent Computer experience preferred Banking experience desirable Functions: Provide customers with high quality ...

First National Bank, Maine

Phone Banking Associate

Bangor, ME · On-site

$14.75 - $20.25/hr

Phone etiquette and Customer service experience preferred High school diploma or equivalent Computer experience preferred Banking experience desirable Functions: Provide customers with high quality ...

First National Bank

Phone Banking Associate

Bangor, ME

$14.75 - $20.25/hr

Phone etiquette and Customer service experience preferred High school diploma or equivalent Computer experience preferred Banking experience desirable Functions: Provide customers with high quality ...

First National Lincoln

Phone Banking Associate

Bangor, ME · On-site

$14.75 - $20.25/hr

Phone etiquette and Customer service experience preferred High school diploma or equivalent Computer experience preferred Banking experience desirable Functions: Provide customers with high quality ...

Civics Education Project

Paid Canvasser

Montgomery, AL · On-site

$22 - $27/hr

Our expertise spans business-to-business engagement, phone banking programs, peer-to-peer texting, canvassing initiatives, and meticulous organizational oversight. The Roles: Petitioner, Canvass ...

Civics Education Project

Paid Petitioner

Montgomery, AL · On-site

$22 - $27/hr

Our expertise spans business-to-business engagement, phone banking programs, peer-to-peer texting, canvassing initiatives, and meticulous organizational oversight. The Roles: Petitioner, Canvass ...

TBO Bank

Universal Banker

Orrick, MO

$18/hr

About Us TBO Bank (AKA The Bank of Opportunity) has been serving customers from our hometown ... Our UB's perform a variety of tasks associated with processing customer transactions, phone calls ...

Fortifi Bank

Universal Banker

Green Bay, WI · On-site

$17.50 - $22/hr

Answer phone using proper phone etiquette * Perform other daily tasks as needed Benefits: * Team ... Banking perks * No Saturday hours (Green Bay location only) Qualifications: * Previous banking ...

Commerce Bank

Personal Banker

Columbia, MO · On-site

$18.25 - $22.25/hr

As a Personal Banker, you'll gain valuable insight into banking and finance, while helping ... Deliver an excellent customer experience both in person and over the phone to ensure we meet ...

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Phone Banker information

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$5

$16

$19

How much do phone banker jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for phone banker in the United States is $16.35, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $19.23 per hour, depending on experience, location, and employer.

How does a Phone Banker typically handle high call volumes while maintaining quality customer service?

Phone Bankers often manage high call volumes, especially during peak banking hours or promotional periods. To maintain quality service, they rely on strong organizational skills, efficient use of customer relationship management systems, and following established call scripts. Regular training and support from supervisors help them stay updated on products and procedures, ensuring accurate and courteous responses. Team collaboration is also common, with colleagues sharing insights or assisting with complex queries, which helps reduce stress and maintain service standards.

What Does a Phone Banker Do?

A phone banker works for a bank or financial institution and addresses banking customer concerns and needs via telephone. As a phone banker, you work in a call center or bank facility, speaking to customers remotely. Your job duties include informing customers of bank policies and procedures, handling concerns regarding transactions, processing financial applications, and utilizing banking software to complete tasks. Responsibilities may also span in-office administrative tasks. You need skills in customer service, communication, conflict resolution, and computer programs. You can find phone banker roles with banks, credit card companies, and other financial institutions.

What are the key skills and qualifications needed to thrive as a Phone Banker, and why are they important?

To thrive as a Phone Banker, you need strong customer service skills, attention to detail, and a solid understanding of banking products and procedures, often backed by a high school diploma or equivalent. Familiarity with CRM systems, call center software, and secure transaction platforms is typically required. Excellent verbal communication, patience, and problem-solving abilities help build trust and effectively address customer needs. These skills are crucial for ensuring accurate transactions, customer satisfaction, and compliance with banking regulations.

What are phone bankers and what do they do?

Phone bankers are customer service professionals who work for banks or financial institutions, assisting customers over the phone with their banking needs. They help clients with a variety of tasks such as account inquiries, balance checks, fund transfers, loan information, and resolving issues related to banking products. Phone bankers are trained to provide accurate information, ensure customer security, and deliver excellent service. They play a crucial role in maintaining customer satisfaction and trust in the bank. Their work often involves handling sensitive information securely and following strict protocols.

What is the difference between Phone Banker vs Customer Service Representative?

AspectPhone BankerCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, call centers, remoteCall centers, retail stores, remote
Industry UsageFinancial institutions, banksVarious industries including retail, telecom, banking
Primary FocusHandling banking transactions, account inquiries, loan infoAssisting customers with product info, complaints, general inquiries

While both roles involve customer interaction via phone, Phone Bankers specialize in banking services, transactions, and financial products, often requiring banking-specific knowledge. Customer Service Representatives have a broader scope across industries, focusing on general customer support and issue resolution. The roles overlap in communication skills and work environment but differ in industry focus and technical expertise.

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Phone Banker jobs near you
Call Center Service Representative (Phone Banker)

Call Center Service Representative (Phone Banker)

Orange County's Credit Union

Santa Ana, CA • On-site

$16.75 - $20.75/hr

Other

Dental, Life, Retirement

Posted 19 days ago

Job description

Build Relationships. Build Futures. Build Your Career.
Remote work schedule maybe considered after training and thirty days of successful performance.
Must be available to work shifts ranging between 7:45am - 7:15pm, Monday - Friday, and two Saturdays per month 8:30am - 2:30pm.
At Orange County's Federal Credit Union (OCFCU), banking is personal-always has been. For more than 85 years, we've helped our members reach life's milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we're proud of where we've come from-and excited about where we're going next.
Our people-first philosophy isn't just a tagline. It's why we've been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We're also honored with workplace satisfaction-driven directly by employee voices.
When you join OCFCU, you're joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day.
The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships.
ESSENTIAL FUNCTIONS:
  • Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues.
  • Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services.
  • Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan.
  • Availability for opening and closing shifts Monday - Friday ranging between 7:30am - 7:15pm, and two Saturdays per month 8:30am - 2:30pm.
QUALIFICATIONS:
  • Call center or banking experience to include knowledge of sales and service etiquette.
  • Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner
  • Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone
  • Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet
  • Accurately performs mathematical calculations.
  • Must live within 50-miles of our headquarters office in Santa Ana, CA and be willing and able to commute into the office, five days per week, during the training and initial 30 days.
Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's Call Center job levels with their corresponding hourly pay ranges:
  • Level I-II requires call center service in any industry or bank teller experience: $20.00 - $22.50
  • Level III requires call center service experience within the financial industry: $23.00 - $27.00
Generous benefits include:
  • Anthem & Delta Care USA Dental - From day one of employment!
  • Life insurance at no cost to associates.
  • 401(k) - OCCU contributes up to 6% of gross earnings (dollar for dollar).
  • Vacation hours - 13 days per year, rolls over year-to-year and increases with tenure.
  • Sick hours - 7 days per year
  • Paid Holidays
  • Annual performance merit increases
  • Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities.
  • Annual discretionary bonus
  • Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.

Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

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