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Remote Banking Customer Service Jobs (NOW HIRING)

USAA

Customer Service - Bank Sales & Service

San Antonio, TX · On-site +1

$43.68K - $44.68K/yr

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Develop banking product knowledge to attract new members and expand relationships with current ...

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USAA

Customer Service Advisor

San Antonio, TX · On-site +1

$43.68K - $44.68K/yr

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the ...

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TransPerfect

Customer Service Representative

Tempe, AZ · Remote

$15.25 - $20.75/hr

... customer service for financial/banking customers that consistently meets or exceeds Company ... remote interpreting solutions, including over-the-phone interpretation (OPI), video remote ...

TransPerfect

Customer Service Representative

Tempe, AZ · Remote

$15.25 - $20.75/hr

... customer service for financial/banking customers that consistently meets or exceeds Company ... remote interpreting solutions, including over-the-phone interpretation (OPI), video remote ...

TransPerfect

Customer Service Representative

Tempe, AZ · Remote

$15.25 - $20.75/hr

... customer service for financial/banking customers that consistently meets or exceeds Company ... remote interpreting solutions, including over-the-phone interpretation (OPI), video remote ...

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How much do remote banking customer service jobs pay per hour?

As of May 29, 2026, the average hourly pay for remote banking customer service in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Banking Customer Service Representative, and why are they important?

To thrive as a Remote Banking Customer Service Representative, you need strong knowledge of banking products, customer service principles, and often a background in finance or related fields. Familiarity with CRM software, secure communication platforms, and digital banking systems is typically required. Exceptional verbal communication, problem-solving skills, and patience help you build rapport and resolve issues efficiently. These abilities ensure customer satisfaction, maintain trust, and uphold service quality in a virtual banking environment.

What are common challenges faced by remote banking customer service representatives, and how can they be managed effectively?

Remote banking customer service representatives often face challenges such as managing customer inquiries across multiple digital channels, maintaining productivity in a home environment, and staying updated with frequent changes in banking regulations or products. To manage these, successful representatives develop strong time management skills, set up a dedicated workspace, and actively participate in virtual team meetings and training sessions. Collaboration tools and regular communication with supervisors and peers also help ensure that they stay informed and connected, leading to better customer service and job satisfaction.

What is a Remote Banking Customer Service representative?

A Remote Banking Customer Service representative is a professional who assists customers with their banking needs through phone, email, chat, or other online channels, rather than in person at a branch. They handle tasks such as answering account inquiries, resolving issues, processing transactions, and providing information about banking products and services. Working remotely, these representatives play a vital role in ensuring customer satisfaction and security while adapting to the digital nature of modern banking.

Can you work remotely for a bank?

Remote banking customer service roles are common and allow employees to assist customers via phone, chat, or email from home. These positions typically require strong communication skills, familiarity with banking software, and adherence to security protocols. Many banks offer remote options, especially for customer support and administrative tasks.

What is the difference between Remote Banking Customer Service vs Remote Loan Officer?

AspectRemote Banking Customer ServiceRemote Loan Officer
Required CredentialsBasic banking certifications, customer service experienceLoan origination licenses, financial certifications
Work EnvironmentCustomer support centers, remote via phone/emailRemote or in-office, client meetings, application processing
Employer & Industry UsageBanks, credit unions, financial institutionsMortgage companies, banks, lending firms

Remote Banking Customer Service primarily focuses on assisting customers with account inquiries and basic banking needs, while Remote Loan Officers handle loan applications and approvals. Both roles require financial knowledge and customer interaction but differ in certification requirements and daily tasks.

More about Remote Banking Customer Service jobs
What cities are hiring for Remote Banking Customer Service jobs? Cities with the most Remote Banking Customer Service job openings:
What states have the most Remote Banking Customer Service jobs? States with the most job openings for Remote Banking Customer Service jobs include:
What job categories do people searching Remote Banking Customer Service jobs look for? The top searched job categories for Remote Banking Customer Service jobs are:
Remote Banking Customer Service jobs near you
Infographic showing various Remote Banking Customer Service job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 93% Full Time, 3% Part Time, and 3% Contract. Highlights an 38% Physical, 1% Hybrid, and 61% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Business Banking Relationship Specialist III

Business Banking Relationship Specialist III

Atlantic Union Bank

Richmond, VA • On-site, Remote

$27.82 - $41.67/hr

Full-time

Posted 4 days ago

Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

96th of 141 rated banks

Job description

This position provides direct support to the Business Banking client around onboarding, sales and service and ongoing client relationship management in coordination with the Business Banking Relationship Managers and Business Banking Team Leaders. Develops and facilitates the client's engagement through managing customer relationships, customer service interaction, credit, deposit, and treasury service processes and other client/internal support responsibilities. Provides guidance, mentorship, and training to the RSI and RSII roles.
Position Accountabilities
  • Coordinate client sales and service execution with Business Banking Teams and partner groups.
  • Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
  • Serve as backup to other Relationship Specialists as needed.
  • Research, troubleshoot and solve customer issues and communicate "best practices" to enable consistent solutions are being developed to achieve top level customer service.
  • Facilitate reporting for Business Banking teams and stakeholders to actively manage workflow around client sales, compliance, credit management, renewals and partner referrals.
  • Adhere to all applicable laws and regulations governing bank operations, as well as conformity with the bank's loan documentation & administration policies.
  • Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups.
  • Actively manage overdrafts, unposted items, and loan payment issues needing correction.
  • Manage the communication, development and documentation of all policies and procedures. Create common knowledge within teams and consistent execution of Business Banking customer service procedures.
  • Participation in projects, initiatives and committees to develop efficient, streamlined work processes.
  • Open Business Banking deposit accounts according to guidelines and procedures. Facilitate cross-sell of related products with new deposit openings.
  • Partner with Relationship Managers and all stake-holders to coordinate the set-up and onboarding of Treasury products to include Positive Pay, ACH, and RDC.
  • Process payments, advances on loans, account maintenance, research on client accounts include maintaining files and clearing exceptions as needed.
  • Work directly with Centralized Credit on preliminary loan closing requirements such as credit reports, appraisals, environmental reports, OFAC, UCC searches, or other reports as needed.
  • Work directly with Centralized Doc Operations as it pertains to business banking loan closings to include perfected title, flood determinations, insurance requirements, and other requirements as needed.
  • Provide direct support on all Government loans such as SBA 7a, 7a Express, 504 loans.
  • Provide Construction loan and monitoring support needs to include loan document review, facilitate draws, other monitoring as needed, and update any specific construction procedures.
  • Provides support and facilitates the renewal process to Small Business Banking loans.
  • Prepare tickets, OTEs, and/or wire transfers as needed.
  • Prepare pay off quotes and handle releases.
  • Mentor, coach, and train new and existing Relationship Specialists to create common knowledge and execution of Business Banking customer service procedures.
  • Performs Quality Assurance checks on new deposit accounts adhering to guidelines and procedures.
  • Facilitates more complex client servicing needs that may involve multiple partner lines of business.
  • Performs other duties as assigned.

Organizational Relationship
This position reports to the Business Banking Support Manager
Position Qualifications
Education & Experience
  • High school diploma or equivalent
  • Seven+ years business, retail banking or industry related experience required
  • Customer service and Business Loan experience required.

Knowledge & Skills
  • Working knowledge of CSI or comparable document preparation banking software
  • Superior customer service skills
  • Excellent computer skills relevant to Microsoft Office Suites
  • Excellent written, oral, and interpersonal communication skills
  • Detail oriented and quality focused
  • Well organized with attention to detail
  • Ability to prioritize and manage multiple priorities
  • Flexible, able to adapt to change
  • Superior time management and problem-solving skills
  • Ability to work independently as well as within a team environment
  • Excellent problem solving and analytical skills

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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