FINANCIAL SERVICES DIRECT BANKING AGENT – FCB323

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Training Class 03/23/2026 – 04/30/2026  Apply Today
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Day in the Life

Special Servicing Requirements
2 hours required on Mondays

What to Expect:

  • Answer inbound client calls to address needs ranging from routine balance and transaction questions.
  • Utilize available tools and resources to provide timely, accurate resolution.
  • Identify cross-sell opportunities and make referrals as appropriate.​
  • Utilizes available tools and resources to provide timely, accurate resolutions.

Capabilities of Top Performing Agents:

  • Strong ability to follow process and workflow for compliance 
  • Patience and empathy​
  • Skilled and efficient in writing and verbal communication​
  • Professional, knowledgeable, friendly, and eloquent customer service
  • Working knowledge of PC-based software
  • Ability to multitask and use multiple software applications at one time
  • Strong keyboard skills

Revenue and Schedule

Revenue Details:
Certification Service Revenue: $7.25 per hour
Production Service Revenue: $11.00 part time / $12.00 full-time

*Before deduction of Platform Usage Fee. See below for details on the fee. The hourly rate shown assumes the servicing of two, 30-minute intervals.
Incentive! Service a minimum of 13 hours per week, during the Certification SOW – after the completion of Phase II – to earn an additional $100.00 when you are offered (and you accept) the first Production SOW!
Incentive!
Earn an additional $1.00 per hour when you service a minimum of 12 hours per week during the certification SOW – after the completion of Phase II.

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