Customer Experience Agent Jobs
Customer Experience Agent jobs are open across retail, fintech, healthcare, telecom, and SaaS companies, at every level from entry-level to senior and team lead, with specializations in technical support, customer success, and complaint resolution. Find a role that fits below and apply directly.
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The Multi-Channel Customer Experience Agent serves as a first point of contact for customers across phone, email, Banno Conversations, chat, and other digital service channels. This role supports customer satisfaction and retention by resolving routine to moderately complex inquiries, assisting with digital banking and card-related needs, maintaining accurate documentation, and promoting a seamless, compliant banking experience.
Position Goals
Deliver a consistent, personalized, omni-channel customer experience that supports customer satisfaction, retention, and service excellence.
Resolve routine to moderately complex customer inquiries efficiently while maintaining ownership through follow-up or appropriate escalation.
Support customer access to digital banking, debit card services, treasury management tools, and other banking solutions with accuracy and professionalism.
Protect customer information and reduce operational risk by following identity verification, fraud prevention, and banking compliance requirements.
Contribute to Customer Care Center performance by meeting service metrics, documenting interactions accurately, identifying recurring issues, and supporting continuous improvement.
Key Responsibilities
Customer Experience and Inquiry Resolution
Serve as an initial point of contact for customers across phone and digital platforms, providing a cohesive and responsive service experience.
Resolve routine to moderately complex customer inquiries on first contact whenever possible and escalate issues when needed while maintaining ownership and follow-up.
Track recurring customer issues to help reduce customer friction and improve service delivery.
Maintain knowledge of bank products, services, and promotions to support customer needs and identify relevant offers during interactions.
Digital Banking and Multi-Channel Support
Assist customers with mobile banking, online banking, live chat, secure messaging, email, Banno Conversations, and other digital contact channels.
Identify and resolve login issues, transaction errors, and other digital access concerns.
Provide entry-level treasury management support for business online banking, including ACH, wires, and other cash management services for commercial clients.
Alternate between live chat, digital contact processing, and call support as assigned to meet departmental and customer demand.
Risk Management and Compliance
Perform identity verification and adhere to security protocols to protect customer information.
Monitor, identify, and escalate potential fraud or suspicious activity in accordance with policies and regulations.
Debit Card, Fraud, and Security Support
Support debit card activations, replacements, and PIN resets in accordance with established security protocols.
Investigate and report disputes, unauthorized transactions, and fraud claims.
Follow identity verification protocols to protect customer data and help prevent fraud.
Monitor for suspicious activity and support compliance with internal policies and banking regulations.
Team Collaboration and Continuous Improvement
Work closely with team members and leadership to achieve individual and team performance goals.
Participate in training and team sessions to support continuous improvement.
Identify operational gaps and collaborate with Customer Care Center leadership to support the availability of appropriate tools, resources, and documented procedures.
Collaborate with internal teams to resolve complex card-related, customer service, or operational issues.
Operational Performance and Documentation
Accurately document customer interactions and outcomes in the CRM system.
Support monthly contact center KPI metrics, including first call resolution, quality assurance, and schedule adherence.
Follow assigned schedules, including rotating shifts, weekends, holidays, and after-hours support as required.
Perform additional duties as needed to support Customer Care Center operations.
High school diploma or equivalent required.Four years of experience servicing customers through Customer Care Center queues in a banking or financial services environment required.
Strong customer service skills with experience using care center operations, systems, and tools.
Proficiency in Microsoft Office and comfort using multiple computer applications and CRM systems.
Strong written communication and problem-solving skills.
Highly organized and detail-oriented, with the ability to multitask in a fast-paced environment.
Collaborative and analytical approach with a focus on continuous improvement and customer satisfaction.
Ability to navigate multiple banking systems simultaneously.
Strong technical aptitude with the ability to understand complex processes and procedures.
The Multi-Channel Customer Experience Agent serves as a first point of contact for customers across phone, email, Banno Conversations, chat, and other digital service channels. This role supports customer satisfaction and retention by resolving routine to moderately complex inquiries, assisting with digital banking and card-related needs, maintaining accurate documentation, and promoting a seamless, compliant banking experience.
Position Goals
Deliver a consistent, personalized, omni-channel customer experience that supports customer satisfaction, retention, and service excellence.
Resolve routine to moderately complex customer inquiries efficiently while maintaining ownership through follow-up or appropriate escalation.
Support customer access to digital banking, debit card services, treasury management tools, and other banking solutions with accuracy and professionalism.
Protect customer information and reduce operational risk by following identity verification, fraud prevention, and banking compliance requirements.
Contribute to Customer Care Center performance by meeting service metrics, documenting interactions accurately, identifying recurring issues, and supporting continuous improvement.
Key Responsibilities
Customer Experience and Inquiry Resolution
Serve as an initial point of contact for customers across phone and digital platforms, providing a cohesive and responsive service experience.
Resolve routine to moderately complex customer inquiries on first contact whenever possible and escalate issues when needed while maintaining ownership and follow-up.
Track recurring customer issues to help reduce customer friction and improve service delivery.
Maintain knowledge of bank products, services, and promotions to support customer needs and identify relevant offers during interactions.
Digital Banking and Multi-Channel Support
Assist customers with mobile banking, online banking, live chat, secure messaging, email, Banno Conversations, and other digital contact channels.
Identify and resolve login issues, transaction errors, and other digital access concerns.
Provide entry-level treasury management support for business online banking, including ACH, wires, and other cash management services for commercial clients.
Alternate between live chat, digital contact processing, and call support as assigned to meet departmental and customer demand.
Risk Management and Compliance
Perform identity verification and adhere to security protocols to protect customer information.
Monitor, identify, and escalate potential fraud or suspicious activity in accordance with policies and regulations.
Debit Card, Fraud, and Security Support
Support debit card activations, replacements, and PIN resets in accordance with established security protocols.
Investigate and report disputes, unauthorized transactions, and fraud claims.
Follow identity verification protocols to protect customer data and help prevent fraud.
Monitor for suspicious activity and support compliance with internal policies and banking regulations.
Team Collaboration and Continuous Improvement
Work closely with team members and leadership to achieve individual and team performance goals.
Participate in training and team sessions to support continuous improvement.
Identify operational gaps and collaborate with Customer Care Center leadership to support the availability of appropriate tools, resources, and documented procedures.
Collaborate with internal teams to resolve complex card-related, customer service, or operational issues.
Operational Performance and Documentation
Accurately document customer interactions and outcomes in the CRM system.
Support monthly contact center KPI metrics, including first call resolution, quality assurance, and schedule adherence.
Follow assigned schedules, including rotating shifts, weekends, holidays, and after-hours support as required.
Perform additional duties as needed to support Customer Care Center operations.
High school diploma or equivalent required.Four years of experience servicing customers through Customer Care Center queues in a banking or financial services environment required.
Strong customer service skills with experience using care center operations, systems, and tools.
Proficiency in Microsoft Office and comfort using multiple computer applications and CRM systems.
Strong written communication and problem-solving skills.
Highly organized and detail-oriented, with the ability to multitask in a fast-paced environment.
Collaborative and analytical approach with a focus on continuous improvement and customer satisfaction.
Ability to navigate multiple banking systems simultaneously.
Strong technical aptitude with the ability to understand complex processes and procedures.
Customer Experience Agent Jobs by Experience Level
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Find JobsCustomer Experience Agent Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in customer experience agent jobs.
- High school diploma or equivalent with at least one year of customer-facing experience
- Proficiency with CRM platforms such as Salesforce, Zendesk, or HubSpot
- Strong written and verbal communication skills across phone, chat, and email channels
- Experience meeting KPIs including CSAT, first-contact resolution, and average handle time
- Ability to multitask across multiple support tickets or chats simultaneously
- Familiarity with escalation procedures and basic troubleshooting or order management workflows
Tips for Your Customer Experience Agent Job Search
Tailor your resume to the channel
Customer experience agent roles vary by communication channel. Highlight phone, chat, or email experience to match the specific channel listed in each job posting. Recruiters scan for exact channel keywords, so a generic resume will get filtered out before a human reads it.
Quantify resolution and satisfaction results
Generic service language like 'helped customers' won't stand out. Use concrete outcome language: average handle time reduced, first-contact resolution rate improved, or CSAT scores maintained. Hiring managers for CX roles scan for evidence you understand the metrics that actually matter.
Apply early to roles that fit
Migrate Mate lists customer experience agent openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for scenario-based interview questions
Most customer experience agent interviews include at least one scenario question about a difficult customer interaction. Prepare two or three specific examples using the situation, action, and result format. Vague answers are the single most common reason qualified candidates don't advance past the first round.
Research the company's CX stack before applying
Job postings for CX roles often name specific platforms in the requirements. If you're unfamiliar with a tool listed, review its documentation or a free trial before your interview. Demonstrating tool awareness, even without direct experience, signals faster ramp-up time to hiring managers.
Negotiate start date and shift schedule together
Customer experience teams often run 24/7 rotations. When you receive an offer, clarify shift expectations before accepting, and negotiate start date alongside shift preference. These details are easier to settle during the offer stage than after your first week begins.
Customer Experience Agent Jobs: Frequently Asked Questions
Which companies are hiring the most customer experience agents?
The most active employers for customer experience agents right now are Oanda, Domino's, and Tompkins Bank & Trust, and the most openings are in Massachusetts, New York, and Ohio, based on current listings on Migrate Mate as of November 2026. High-volume hiring tends to cluster in companies scaling their direct-to-consumer operations or transitioning to digital-first support models.
How many customer experience agent jobs are remote?
About 69% of customer experience agent openings are fully remote or hybrid as of November 2026, making it one of the more remote-accessible roles in customer-facing work. Chat-based and email support positions are the most likely to be fully remote, while phone-heavy or in-store CX roles remain predominantly on-site.
How do you become a customer experience agent?
Start by building direct customer-facing experience in any service environment, such as retail, hospitality, or tech support. Learn one or two widely used CRM platforms through free training programs offered by those vendors. Then target entry-level CX openings that match your channel experience, whether phone, chat, or email, and emphasize measurable service outcomes in your application materials.
Can you get hired as a customer experience agent with no experience?
Yes, many employers hire customer experience agents with no formal CX background if you can demonstrate strong communication skills and a service mindset. Retail, food service, or any role involving direct public interaction counts as relevant experience. Highlight your ability to stay composed under pressure, resolve complaints, and follow structured processes, all of which transfer directly to CX work.
What does the customer experience agent interview process look like?
Most customer experience agent interviews include a phone or video screen focused on communication style, followed by one or two rounds of scenario-based questions about handling difficult customers or high-volume situations. Some employers add a written exercise or a mock interaction to assess your actual tone and pacing. The full process typically wraps up faster than in technical or managerial roles.
Where can I find and apply to customer experience agent jobs?
You can find and apply to customer experience agent jobs on Migrate Mate, which lists current openings from employers across the United States. The listings cover roles at every experience level, from entry-level to senior, and include remote, hybrid, and on-site positions. Find roles that fit your background and apply directly to each listing.
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