Banking Customer Service Agent

Banking Customer Service Agent Opportunity

Deadline August 6, 2026

Eleve Business Solutions LLC is currently looking for professional, detail-oriented individuals interested in providing inbound customer service support for a banking-related client opportunity through the Arise® Platform.

This opportunity is best for agents who are comfortable assisting customers with account-related questions, transaction concerns, card-related issues, possible fraud concerns, and general service inquiries while maintaining a high level of professionalism and confidentiality.

Please review the certification/training dates and times before applying to make sure this opportunity fits your availability.

About This Opportunity

This is an inbound customer service opportunity where agents may assist customers by phone with banking and card-related support needs. Agents should be comfortable working in a fast-paced environment, following detailed procedures, navigating multiple systems, and providing accurate information while protecting customer privacy.

Support may include assisting customers with:

• Balance and transaction questions
• Account-related inquiries
• Card-related concerns
• Possible fraud or suspicious activity concerns
• Online or digital banking support
• General policy and procedure questions
• Referrals or cross-sell opportunities when appropriate

What You’ll Be Doing

• Answer inbound customer service calls
• Listen carefully to customer concerns and questions
• Use available tools and resources to provide accurate support
• Follow required workflows and compliance procedures
• Help identify possible card or account-related issues
• Provide patient, professional, and friendly customer service
• Maintain confidentiality at all times
• Document and resolve customer concerns as required by the client program

Who This Opportunity Is Best For

This opportunity may be a good fit for individuals who:

• Have strong verbal and written communication skills
• Are patient, empathetic, and professional
• Can stay calm while assisting customers with sensitive concerns
• Are comfortable multitasking and using multiple systems at once
• Have strong computer navigation and keyboarding skills
• Can follow processes exactly as instructed
• Pay close attention to detail
• Are dependable and able to work independently from home
• Understand the importance of privacy, security, and compliance

Certification / Training Availability

Before applying for this opportunity, please review the certification schedule carefully to make sure you are available for the required training dates and times.

Agents must be able to attend certification consistently and participate during the scheduled class time. Missing class, arriving late, or failing to participate when required may affect your ability to continue in the certification course.

• Phase 1 Certification: August 24, 2026 through September 29, 2026
• Phase 2 Live Certification Call-Taking: September 30, 2026 through October 23, 2026
• Class Days: Monday through Friday
• Class Length: 6-hour class
• Class Time Option 1: 9:00 a.m. to 3:00 p.m. ET
• No Class: Monday, September 7, 2026

Please only move forward with this opportunity if you are available during one of the certification schedules listed above. Certification times and requirements are subject to change based on client program needs and final enrollment confirmation.

Certification Requirement

Before servicing this opportunity, agents must successfully complete the required certification process through the Arise® Platform.

Certification includes instructor-led learning, self-study content, assessments, participation activities, compliance training, and live call practice.

Certification may include:

• Instructor-led sessions
• Self-study modules completed during class time
• Participation activities
• Knowledge checks and assessments
• Compliance training
• Live certification call-taking
• Enhanced feedback from instructors and support resources
• Quality evaluations before moving into full servicing

Agents should be prepared for a structured certification process that requires strong attention to detail, class participation, concentration, and consistent attendance.

Important Certification Notes

• Agents should only apply if they are available for the full certification schedule listed above
• Attendance is very important throughout certification
• Missing the first day of class may result in removal from the course
• Agents must be prepared to be on webcam during class activities
• A webcam is required during certification
• Agents may need to participate in role plays, meet and greet activities, and knowledge checks
• All required assessments and modules must be completed successfully
• Agents must successfully complete required security awareness training before taking calls
• A class confirmation deposit may be required and may be non-refundable

Equipment Requirements

Agents must have equipment that meets Arise® Platform standards and any additional client program requirements.

• Desktop or laptop computer that meets platform standards
• Reliable hardwired high-speed internet connection
• Hardwired USB headset with phone-quality audio
• Noise-cancelling microphone
• Webcam for certification participation
• Apple or Android cell phone for secondary verification
• Dual monitors are strongly recommended
• Quiet, professional, distraction-free workspace
• Windows computer must remain fully updated if required by the client program

Schedule Expectations After Certification

This opportunity may offer servicing availability during weekday, weekend, and holiday hours based on client needs and available servicing intervals.

• Monday through Friday: Availability may fall between 8:00 a.m. and 9:00 p.m. ET
• Saturday and Sunday: Availability may fall between 8:00 a.m. and 8:00 p.m. ET
• Holidays: Availability may fall between 8:00 a.m. and 6:00 p.m. ET
• Special Servicing Requirement: Some Monday and/or Friday availability may be required

Exact schedule options, servicing requirements, and available intervals will be reviewed during the enrollment and onboarding process.

Service Revenue

$14.00 USD/hour + potential incentives, based on servicing intervals and client program requirements.

Revenue may vary by program phase, servicing requirements, eligibility, and successful completion of certification. Any applicable platform fees, incentives, and schedule requirements will be reviewed with eligible agents during the enrollment process.

Additional Eligibility Notes

This opportunity may have additional eligibility requirements. Agents may not qualify if they are currently enrolled in another conflicting client opportunity, have recently dropped or failed certification, have unresolved adherence concerns, or do not meet client-specific requirements.

Final eligibility is determined through the Arise® Platform and client program requirements.

Why Join Through Eleve Business Solutions LLC?

• Work from home
• No daily commute
• Remote banking customer service opportunity
• Opportunity to build experience in banking and customer support
• Opportunity to service client programs through the Arise® Platform
• Receive guidance through the registration and onboarding process

Independent Contractor Notice

This is not an offer of employment. This is an opportunity to enter into a business-to-business relationship with Eleve Business Solutions LLC as an independent contractor. Eleve Business Solutions LLC is an independent business using the Arise® Platform. Arise® is a registered trademark of Arise Virtual Solutions Inc. Client program availability, certification requirements, schedules, revenue, incentives, and eligibility may vary.