Banking Call Center Representative

  • Location
    San Diego, California
  • Salary
    $ 19 - $ 23
  • Category
    Banking / Finance / Insurance - General
  • Job reference:
  • Job type
    Contract/Temp to Hire

Banking Call Center Representative

Accounting Principals is searching for experienced Phone Bank Representatives for a well established Financial Institution in San Diego, CA. The ideal candidate possesses exceptional both written and verbal communication skills especially over the phone and prior banking experience with one year consumer lending experience.


  • Handle incoming calls in a polite, professional manner while adhering to member identity verification procedures and ensuring member information security at all times
  • Assist in opening accounts for existing members via phone as well as assist with online new account processing for applications submitted via our website
  • Act as a point of contact for information for new and existing members who are seeking information about new accounts, modifications to existing accounts, or membership qualification
  • Accept consumer loan applications via phone, provide accurate information regarding loan products rates and payments to inquiring members/potential members, conduct thorough interviews with members/potential members while completing loan applications via our web based application platform 
  • Stay up to date and knowledgeable on current rates, lending guidelines, policies, procedures and marketing promotions
  • Assist members with set up, troubleshoot, and navigation of Home Banking, Bill Payment and our mobile App
  • Qualifications:

  • Minimum 1 year experience in banking industry role such as teller, customer service representative, or banker.
  • Prior call center experience preferred
  • One year of consumer lending experience required
  • Proficiency with on-line data processing system and Microsoft Office Products
  •  General working knowledge of the internet including online banking/mobile banking is required
  • High School diploma or equivalent
  • Pay:



    Monday-Friday 8:00am-5:00pm, 100% Onsite

    Equal Opportunity Employer Minorities/Women/Veterans/Disabled

    Equal Opportunity Employer/Veterans/Disabled

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    The Company will consider qualified applicants with arrest and conviction records

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