[Remote] Financial Service Trainee - Knoxville, TN - Customer Service

Posted 2026-05-06
Remote, USA Full-time Immediate Start

Note: The job is a remote job and is open to candidates in USA. Prism Data Consulting is dedicated to helping data professionals find their best fit. They are seeking a Financial Service Trainee who will provide exceptional customer service, process banking transactions, and educate customers on financial products and services.


Responsibilities

  • Provide exceptional customer service by handling inbound calls and returning messages from members/customers
  • Process banking transactions by verifying caller identity and accessing sensitive information
  • Respond to a wide range of banking inquiries including account reconciliations, online banking issues, and fund transfers
  • Educate members/customers on products and services related to the employer's offerings
  • Maintain performance metrics, including average talk time and quality review scores

Skills

  • High school diploma or GED
  • Experience with general banking knowledge and banking platforms preferred
  • Exceptional attendance record and availability for scheduled shifts, including weekends and holidays
  • Proficient typing and computer skills, with the ability to navigate multiple programs simultaneously
  • Strong problem-solving skills and ability to communicate effectively in challenging situations
  • Prior experience in a customer service role, particularly in banking or financial services
  • Bilingual proficiency in Spanish
  • Familiarity with mobile and online banking platforms

Benefits

  • Comprehensive benefits package including medical, dental, and vision insurance for full and part-time employees
  • Generous paid time off
  • Employee appreciation events throughout the year
  • Growth opportunities with 90% of leadership positions filled from within

Company Overview

  • At Prism Data Consulting, we transform raw information into strategic insights. It was founded in 2012, and is headquartered in , with a workforce of 11-50 employees. Its website is http://www.prismdatahub.com.

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