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.