Customer Banking Specialist Jobs
Customer Banking Specialist jobs are open across retail banking, credit unions, community banks, and regional financial institutions, from entry-level teller transitions to senior relationship roles, with specializations in consumer lending, deposit services, and small business banking. See the openings below and apply to the ones that match your experience.
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Showing 5 of 31+ Customer Banking Specialist jobs
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top five on LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.. Learn more about the career areas and business divisions at wellsfargojobs.com.
About this role:
Wells Fargo is seeking a Senior Customer Service Representative to support Lending Servicing Operations as part of Wholesale Operations. The Senior Customer Service Representative supports Commercial Banking customers through inbound phone, outbound email, and digital service channels.
Lending Servicing Operations focuses on loan servicing, data management, account maintenance, customer care, and collections.
In this role, you will:
- Handle moderately complex customer inquiries and complaints, ensuring timely and effective resolution, while escalating non-routine or complex issues as appropriate and delivering exceptional customer experience
- Identify, recommend, and implement processes, tool, and workflow improvements that enhance service quality, operational efficiency, and customer experience
- Partner with internal teams and stakeholders to resolve customer issues, address process gaps, and support business and service objectives
- Perform customer service and account servicing activities while maintaining a strong focus on quality, accuracy, risk management, and customer satisfaction
- Promote digital servicing solutions and ensure adherence to regulatory, risk, and information security requirements
- Research and resolve customer concerns by identifying root causes and implementing effective solutions
- Support less experienced staff by sharing knowledge, reinforcing best practices, and supporting skill development
- Support specialized customer programs and initiatives that require cross-functional coordination and operational expertise
Required Qualifications:
- 2+ years of Customer Service, Financial Services or Contact Center support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Military experience researching and assessing questions, process, and procedures to make recommendations on solutions
- Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
- Military experience with tracking information in multiple computer systems with high level of accuracy
- United States Military Service in the National Guard, Reserves, U.S. Air Force, U.S. Army, U.S. Marine Corps, U.S. Navy, and/or U.S. Space Force
- Ability to identify trends, evaluate processes, and recommend improvements that enhance operational efficiency, service quality, and customer experience
- Ability to interpret and apply policies, procedures, and operational guidelines while providing clear and accurate information to customers and staff
- Ability to navigate multiple systems, applications, and search tools simultaneously to efficiently research information and support customer inquiries
- Ability to thrive in a fast-paced, high-volume contact center environment while effectively managing competing priorities and workload demands
- Commitment to delivering accurate, high-quality work while maintaining a strong focus on customer satisfaction and experience
- Demonstrated ability to consistently meet or exceed performance expectations, including productivity, quality, service, and attendance objectives
- Demonstrated ability to provide exceptional customer service by actively listening, gathering information, identifying customer needs, and resolving inquiries or concerns
- Experience supporting Equipment Finance/Leasing, Lending Services, or other complex servicing environments, including knowledge of servicing programs, policies, procedures, and systems
- Proven ability to collaborate effectively with peers, support team success, and provide guidance or coaching when appropriate
- Proven ability to research, analyze, and resolve complex customer issues by identifying root causes and implementing effective solutions
- Strong analytical, critical thinking, and problem-solving skills with a high degree of accuracy and attention to detail
- Strong de-escalation and conflict resolution skills, with the ability to handle challenging customer interactions professionally and empathetically
- Strong organizational, prioritization, multitasking, and time management skills in a metric-driven environment
- Strong verbal, written, and interpersonal communication skills, with the ability to communicate clearly, professionally, and effectively with customers, staff, and leadership skills
- Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint) skills
- Experience with commercial lending, equipment finance, leasing, or servicing platforms such as: InfoLease, Internal Servicing Module (ISM), Lease Connect, or similar financial services systems
Job Expectations:
- Ability to work additional hours as needed
- Adhere to standards outlined with written policy as well as applicable State and Federal regulations
- Relocation assistance is not available for this position
- This position is not eligible for Visa sponsorship
- Willingness to work on-site at stated location on the job opening
Posting Location: 801 Walnut Street, Des Moines, IA 50309
#Boots2Banking
IMPORTANT INFORMATION:
- AFTER SUBMITTING YOUR APPLICATION, PLEASE MONITOR YOUR E-MAIL FOR FUTURE COMMUNICATIONS
- Once your application is received, Wells Fargo will make initial contact with you via e-mail
- Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile
- If your contact information has changed, please update prior to applying to this position
- Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo.
Posting End Date:
20 Nov 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top five on LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.. Learn more about the career areas and business divisions at wellsfargojobs.com.
About this role:
Wells Fargo is seeking a Senior Customer Service Representative to support Lending Servicing Operations as part of Wholesale Operations. The Senior Customer Service Representative supports Commercial Banking customers through inbound phone, outbound email, and digital service channels.
Lending Servicing Operations focuses on loan servicing, data management, account maintenance, customer care, and collections.
In this role, you will:
- Handle moderately complex customer inquiries and complaints, ensuring timely and effective resolution, while escalating non-routine or complex issues as appropriate and delivering exceptional customer experience
- Identify, recommend, and implement processes, tool, and workflow improvements that enhance service quality, operational efficiency, and customer experience
- Partner with internal teams and stakeholders to resolve customer issues, address process gaps, and support business and service objectives
- Perform customer service and account servicing activities while maintaining a strong focus on quality, accuracy, risk management, and customer satisfaction
- Promote digital servicing solutions and ensure adherence to regulatory, risk, and information security requirements
- Research and resolve customer concerns by identifying root causes and implementing effective solutions
- Support less experienced staff by sharing knowledge, reinforcing best practices, and supporting skill development
- Support specialized customer programs and initiatives that require cross-functional coordination and operational expertise
Required Qualifications:
- 2+ years of Customer Service, Financial Services or Contact Center support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Military experience researching and assessing questions, process, and procedures to make recommendations on solutions
- Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
- Military experience with tracking information in multiple computer systems with high level of accuracy
- United States Military Service in the National Guard, Reserves, U.S. Air Force, U.S. Army, U.S. Marine Corps, U.S. Navy, and/or U.S. Space Force
- Ability to identify trends, evaluate processes, and recommend improvements that enhance operational efficiency, service quality, and customer experience
- Ability to interpret and apply policies, procedures, and operational guidelines while providing clear and accurate information to customers and staff
- Ability to navigate multiple systems, applications, and search tools simultaneously to efficiently research information and support customer inquiries
- Ability to thrive in a fast-paced, high-volume contact center environment while effectively managing competing priorities and workload demands
- Commitment to delivering accurate, high-quality work while maintaining a strong focus on customer satisfaction and experience
- Demonstrated ability to consistently meet or exceed performance expectations, including productivity, quality, service, and attendance objectives
- Demonstrated ability to provide exceptional customer service by actively listening, gathering information, identifying customer needs, and resolving inquiries or concerns
- Experience supporting Equipment Finance/Leasing, Lending Services, or other complex servicing environments, including knowledge of servicing programs, policies, procedures, and systems
- Proven ability to collaborate effectively with peers, support team success, and provide guidance or coaching when appropriate
- Proven ability to research, analyze, and resolve complex customer issues by identifying root causes and implementing effective solutions
- Strong analytical, critical thinking, and problem-solving skills with a high degree of accuracy and attention to detail
- Strong de-escalation and conflict resolution skills, with the ability to handle challenging customer interactions professionally and empathetically
- Strong organizational, prioritization, multitasking, and time management skills in a metric-driven environment
- Strong verbal, written, and interpersonal communication skills, with the ability to communicate clearly, professionally, and effectively with customers, staff, and leadership skills
- Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint) skills
- Experience with commercial lending, equipment finance, leasing, or servicing platforms such as: InfoLease, Internal Servicing Module (ISM), Lease Connect, or similar financial services systems
Job Expectations:
- Ability to work additional hours as needed
- Adhere to standards outlined with written policy as well as applicable State and Federal regulations
- Relocation assistance is not available for this position
- This position is not eligible for Visa sponsorship
- Willingness to work on-site at stated location on the job opening
Posting Location: 801 Walnut Street, Des Moines, IA 50309
#Boots2Banking
IMPORTANT INFORMATION:
- AFTER SUBMITTING YOUR APPLICATION, PLEASE MONITOR YOUR E-MAIL FOR FUTURE COMMUNICATIONS
- Once your application is received, Wells Fargo will make initial contact with you via e-mail
- Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile
- If your contact information has changed, please update prior to applying to this position
- Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo.
Posting End Date:
20 Nov 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
Customer Banking Specialist Jobs by Experience Level
See All 31 Customer Banking Specialist Jobs
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Find JobsCustomer Banking Specialist Job Market
Who's Hiring
Top Industries Hiring
- Technology & Software
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in customer banking specialist jobs.
- One or more years of customer service or cash handling experience in a financial or retail environment
- Proficiency with banking platforms, teller systems, or core banking software such as Fiserv or Jack Henry
- Knowledge of Bank Secrecy Act, anti-money laundering procedures, and Regulation E dispute resolution
- Strong ability to identify customer needs and refer appropriate deposit, lending, or investment products
- High school diploma or equivalent required, with an associate or bachelor's degree preferred by many employers
- Notary public certification or willingness to obtain one is a common requirement at branch level
Tips for Your Customer Banking Specialist Job Search
Tailor your resume to branch metrics
Hiring managers in retail banking scan for measurable outcomes like cross-sell ratios, customer satisfaction scores, and referral volume. Replace vague phrases like 'helped customers' with specific actions tied to branch goals, even if the numbers come from internal scorecards.
Highlight compliance and regulatory familiarity
Job postings for customer banking specialists almost always require knowledge of Bank Secrecy Act procedures and Regulation E dispute handling. Call these out explicitly in your resume's skills section so your application clears automated screening before a recruiter reads it.
Apply early to roles that fit
Migrate Mate lists customer banking specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by product focus
Some branches prioritize mortgage referrals, others push small business accounts or investment products. Read each posting carefully for the product mix the team is focused on, then lead with matching experience in your cover letter to stand out from generalist applicants.
Prepare for scenario-based interview questions
Interviewers at banks routinely ask how you'd handle a customer disputing a fee or a transaction you can't reverse. Practice walking through your decision process out loud, referencing the institution's escalation path and your obligation to document the interaction accurately.
Negotiate schedule flexibility, not just pay
Branch roles often carry fixed weekend and holiday rotations that candidates overlook during the offer stage. Ask about shift scheduling, Saturday coverage requirements, and how schedule changes are handled before you accept, since these terms rarely appear in the written offer.
Customer Banking Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most customer banking specialists?
Wells Fargo, Qualstar Credit Union, and Heritage Bank are hiring the most customer banking specialists right now, with openings concentrated in Washington, Florida, and Indiana, based on current listings on Migrate Mate as of November 2026. Regional banks and credit unions also post frequently, so checking beyond the largest national banks often surfaces strong local opportunities.
How many customer banking specialist jobs are remote?
About 17% of customer banking specialist openings are fully remote or hybrid as of November 2026, reflecting the branch-based nature of most roles in this field. Sub-areas with the most remote availability include telephone banking support, virtual financial coaching, and digital account servicing, where in-person branch presence is not required.
How do you become a customer banking specialist?
Start by building customer-facing experience in a retail, call center, or financial services environment, since most hiring managers treat direct service experience as the core credential. Familiarize yourself with common banking regulations, particularly Bank Secrecy Act requirements and dispute procedures. Many candidates move into the role directly from teller positions or customer service roles at credit unions, then advance by demonstrating product referral skills and accuracy in cash handling.
Can you get a customer banking specialist job with little experience?
Yes, many banks hire candidates with limited experience if they demonstrate strong customer service instincts and a willingness to learn compliance requirements on the job. Retail or restaurant backgrounds transfer well because they show cash handling, conflict resolution, and service under pressure. Entry-level postings often list a high school diploma as the only hard requirement, with product knowledge and regulatory training provided in the first few weeks.
What does the customer banking specialist interview process look like?
Most banks run a phone screen focused on availability, schedule flexibility, and basic service experience, followed by one or two in-branch interviews with a branch manager and sometimes a district or regional representative. Expect behavioral questions about handling difficult customers, managing cash discrepancies, and cross-selling products you believe in. Some institutions add a brief role-play exercise where you walk through a customer interaction scenario with the interviewer acting as the customer.
Where can I find and apply to customer banking specialist jobs?
You can find and apply to customer banking specialist jobs on Migrate Mate, which lists current openings from across the United States in one place. Search for roles that match your experience level and preferred location, then apply directly to each listing that fits. New postings are added regularly, so checking back frequently gives you the best shot at catching openings before they fill.
See All 31 Customer Banking Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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