Customer Service Representative – Financial Institution Support

CSI

. Serve as a primary point of contact for CSI's financial institution clients .

Posted 9/23/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service capabilities by effectively managing client inquiries and resolving issues through communication and coordination with internal teams. Proficient in utilizing CRM and ticketing systems to track and manage support requests in a fast-paced environment.

Highest-signal resume keywords

Customer Service ExperienceProblem-Solving SkillsCRM Platform ExperienceMultitasking AbilitiesBanking Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Ticketing SystemsMicrosoft Office ProficiencyDocument Services SupportPrint and Mail ProcessingE-Statements Management

Soft Skills

Strong Communication SkillsOrganizational AbilitiesResearch Skills

Tools & Technologies

Microsoft Dynamics

Industry Keywords

Financial Institution ExperienceCustomer Support EnvironmentCall Center Experience

About the role

Key responsibilities & impact

Serve as a primary point of contact for CSI's financial institution clients
Deliver customer service through timely communication, problem resolution, and coordination with internal teams
Support Document Services, Print & Mail, and Remote Deposit products
Respond to client inquiries through email and phone
Create, manage, and monitor support tickets through CRM and ticketing systems
Coordinate with Development, Operations, and other internal teams to investigate and resolve client issues
Serve as the communication liaison between clients and internal departments until cases are fully resolved
Research customer concerns and determine the appropriate team or resource needed
Assist clients with document services, print and mail processing, e-statements, archived statements, and remote deposit questions
Follow up on outstanding cases and provide regular status updates
Manage shared email queues, ticket queues, and phone support channels
Maintain accurate records and documentation of customer interactions and issue resolution activities

Requirements

What you’ll need

Minimum of 1 year of customer service, support, or related experience
Strong written and verbal communication skills
Excellent multitasking and organizational abilities
Strong problem-solving and research skills
Ability to manage multiple priorities in a fast-paced environment
Basic Microsoft Office and computer proficiency
Banking or financial institution experience preferred
Call center or customer support experience preferred
Experience working with ticketing or CRM platforms such as Microsoft Dynamics preferred
Exposure to print and mail operations, statement processing, or document services preferred
Familiarity with financial services products and customer support environments preferred
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits

Comp & perks

Competitive salary
Eligibility for incentive awards based on individual and business performance
Comprehensive range of benefits