Source Job

United States

  • Provide Tier 1 inbound and outbound customer support for online banking, login assistance, and general account inquiries.
  • Identify cross-sell opportunities and conduct outbound calls to support deposit growth and non-interest income.
  • Maintain accurate documentation of customer interactions and monitor performance metrics like First Call Resolution and Customer Satisfaction.

Customer Service Troubleshooting CRM Banking

20 jobs similar to Digital Banking Support Representative

Jobs ranked by similarity.

$43,468–$69,437/yr
US

  • Service customers through the digital account opening channel.
  • Review and process consumer applications, determining approval or denial.
  • Provide support to customers and internal team members via phone, email, and chat.

SouthState is a financial institution that helps customers move forward with personal relationships and forward-thinking solutions. They are known for recognizing individual contributions, cultivating potential, and inspiring team members to achieve their greater purpose.

US 3w PTO

  • Manages a book of 400+ clients in the $2-10MM segment through virtual outbound calling and relationship management.
  • Identifies customer needs and presents the full range of PNC products and services to grow share of wallet.
  • Leverages technology and sales tools to drive new opportunities, manage risk, and maintain accountability in a monitored environment.

PNC is a financial services company offering a range of banking and lending solutions. With nearly 160 years of history, they employ a large workforce and foster an inclusive culture where employees are respected and valued.

US

  • Respond to client inquiries and provide timely, professional support
  • Coordinate scheduling, reservations, and service requests accurately
  • Maintain client records and ensure resolution of open requests

Aisles & Abroad is a company focused on the travel, hospitality, and event-related services. The company offers a supportive and collaborative team environment with flexible remote work and opportunities for growth.

$1–$3/yr
EMEA Unlimited PTO 16w maternity

  • Solving tickets per week across various Remote verticals.
  • Maintaining productivity standards with high attention to detail and customer advocacy.
  • Responding promptly to standard tickets via email and live messaging.

Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With core values at heart and a future-focused work culture, the Remote team works tirelessly on ambitious problems, asynchronously, around the world.

$37,440–$56,000/hr
US

  • Take inbound customer cancellation calls and retain them as an Aura customer.
  • Make daily outbound calls to existing Aura customers with failed subscription payments.
  • Ensure a high level of customer satisfaction through proactive support and active listening.

Aura is on a mission to create a safer internet by providing a suite of intelligent digital safety products. The company has over 400 employees worldwide and is guided by leaders who have successfully grown startups into multi-billion dollar organizations.

  • Answer incoming calls and initiate outbound calls.
  • Create interest in reverse mortgage program and qualify customer.
  • Transfer interested and qualified customer to sales team and create appointments.

Longbridge helps seniors unlock the power of their home equity, aiming to help older homeowners make the most of their assets so they can live the retirement they imagined. They have been named a Great Place to Work® three years in a row, providing careers that grow with their team members.

US

  • Assist clients with researching, planning, and booking travel including hotels, cruises, flights, and packages.
  • Provide personalized travel recommendations and respond to inquiries via phone, email, or messaging.
  • Manage booking records, coordinate logistics, and resolve pre- or post-travel concerns.

Destination Knot creates stress-free travel experiences for individuals, couples, families, and groups. We are a collaborative team offering flexible remote work and ongoing training.

US

  • Coordinate and support reservation and scheduling requests to ensure a smooth client experience.
  • Maintain accurate records in internal systems and provide timely follow-up to clients.
  • Communicate professionally with clients and collaborate with internal teams for reservation accuracy.

Destination Careers is a company that connects job seekers with opportunities in the travel and hospitality industry, focusing on reservation and client support roles. The company fosters a collaborative and process-driven team environment, providing structured training and ongoing support to its employees.

  • Provide responsive support for reservation inquiries and service needs.
  • Assist clients with gathering required details for reservations and trip coordination.
  • Maintain accurate client records and update internal systems.

Destination Careers connects customers with reservation and travel coordination services. The company offers a fully remote, flexible work environment with training and ongoing support for its team members.

Americas

  • Lead live onboarding and training sessions with customers via video calls, configuring the system in real time based on their workflows.
  • Work behind the scenes to configure accounts accurately and completely before customers log in, including setting up schedules, rules, forms, and permissions.
  • Coordinate with Customer Success and other teams to ensure smooth handoffs and that accounts are fully ready for daily operations immediately.

Connecteam is a SaaS platform that helps non-technical, frontline businesses manage their workforce in one place. SD Solutions is a staffing company operating globally, and this role involves delivering customer onboarding and configuration support for Connecteam.

US

  • Work with clients virtually through Zoom to review available benefit options and assist with enrollment.
  • Receive structured training, mentorship, and ongoing support with no cold calling or lead purchasing required.
  • Operate within a company-supported lead program and flexible scheduling as an independent contractor.

The Weatherspoon Agency assists members and families with union and association benefits through virtual consultations. The agency provides structured training, mentorship, and onboarding support for individuals transitioning into the insurance industry.

US

  • Coordinate scheduling and reservation requests for clients.
  • Maintain accurate client records and communicate professionally via email and phone.
  • Provide general administrative support and ensure service details are accurate.

Deidre provides scheduling and coordination services to enhance client experiences in a remote environment. The company fosters a supportive and collaborative team environment with opportunities for growth.

US

  • Assist clients with booking, updating, and managing hotel reservations.
  • Provide details on amenities, pricing, and availability.
  • Manage reservation changes and maintain accurate records.

Deidre is a company that provides remote customer service solutions, specializing in hotel reservations. They are known for a supportive team culture and flexible work arrangements.

Global

  • Manage inbound client communications and ensure a consistent, high-quality customer experience.
  • Conduct consultative conversations to understand client needs, goals, and concerns.
  • Collaborate with internal teams to improve onboarding, retention, and overall customer success processes.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

US

  • Answer telephone calls from customers inquiring about goods and services from clients of Five Star.
  • Provide high-quality service with a helpful, professional attitude, assisting clients with inquiries on debit card incentives, orders, and balances.
  • Be available at your desk, maintaining punctuality and attendance at all scheduled times, and remain positive and professional in all customer interactions.

Five Star Solutions values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers. Five Star is an EOE/Veterans/Disabled/LGBT employer and participates in the E-verify program.

Canada

  • Provide first-class accounting software support via phone and email, troubleshooting issues and guiding end-users.
  • Manage inbound calls and tickets, maintaining records and ensuring timely resolution of customer issues.
  • Perform minor software testing, provide feedback, and leverage AI tools to improve processes.

Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. The company has a collaborative culture, values innovation, and emphasizes work-life balance with a diverse, global team.

US

  • Assist clients in selecting and booking hotel accommodations with accurate information on amenities and pricing.
  • Respond promptly and professionally to client inquiries via phone, email, or online chat.
  • Maintain detailed records of client interactions and collaborate with team members for seamless experiences.

We are a trusted travel planning company specializing in personalized vacations, hotel accommodations, cruises, and group travel. We are committed to delivering excellent customer service and helping travelers create unforgettable experiences, with a supportive team culture and ongoing training.

$17–$25/hr
US

  • Answers inbound calls regarding customer account questions and issues.
  • Creates detailed documentation and cross-sells basic products and services.
  • Provides information about basic products and services.

Flagstar Bank is a leading regional bank committed to partnering with clients to set goals together, helping them thrive. At December 31, 2025, it had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity with approximately 340 locations.

US

  • Answering live calls, chats, and emails from clinicians and clients.
  • Collaborating with internal teams to resolve roadblocks.
  • Working with RCM and Engineering to address bugs and billing issues.

Grow Therapy is a three-sided marketplace that empowers therapists, patients, and insurance payors through technology. With over $328M in funding and a $3B valuation, they have empowered thousands of therapists and hundreds of thousands of clients.

Global

  • Respond promptly to customer inquiries via phone, email, and chat platforms
  • Assist with booking confirmations, travel changes, and general service questions
  • Resolve customer concerns with professionalism and efficiency

We are a full-service travel planning company dedicated to delivering personalized, seamless vacation experiences for clients worldwide. Our team is supportive and travel-focused, offering a fully remote and flexible work environment with opportunities for growth.