Client Solutions Representative

Battle Bank is a national bank dedicated to helping savvy consumers rid themselves of their existing banking institutions that continue to offer little to no value in their financial relationships. The bank’s mission isto revolutionize banking, as we believe clients deserve intuitive banking, high yields, access to precious metals and global markets and premium service. Battle Bank, N.A. is seeking a friendly, communicative, and detail-oriented individual who will join the team in the Client Solutions Representative role.

The Client Solutions Representative is the front-line voice of our organization, responsible for providing exceptional customer support by handling inbound inquiries across multiple channels, resolving issues efficiently, maintaining accurate records, and collaborating with internal teams to ensure high service standards and compliance.

The Client Solutions Representative will report directly to the Client Solutions Lead as a member of the Banking Operations team. This is a full-time position with starting hourly pay between $29-$33 depending on experience. Battle Bank, N.A. offers a generous PTO policy, health, dental and vision insurance, term life AD&D insurance and employer contributions to a 401(K) plan.

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned.

• Handle inbound calls, emails, and chat inquiries from clients in a courteous, professional manner.
• Excellent communication skills including active listening.
• Provide accurate information regarding products, services, and account details.
• Resolve client concerns by identifying the root cause, offering effective solutions, and ensuring follow-up when necessary.
• Maintain detailed and accurate records of customer interactions in the CRM system.
• Collaborate with internal teams to elevate and resolve complex issues.
• Adhere to compliance requirements, company policies, and quality standards.
• Meet or exceed individual performance goals related to service quality, efficiency, and customer satisfaction.

To perform the job successfully, an individual should demonstrate the following.

• Achievement Focus – Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals.
• Business Ethics – Inspires the trust of others. Keep commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethically.
• Managing Customer Focus – Demonstrates genuine concern for customer needs by actively listening, empathizing, and providing timely, effective solutions. Build trust and rapport through consistent follow-up and clear communication. Balances customer satisfaction with organizational priorities, using sound judgment to make win–win decisions. Anticipates customer needs and identifies opportunities to enhance the client experience. Takes ownership of customer issues, ensuring resolution through to completion and documenting key interactions.
  
  Models’ professionalism, patience, and empathy—even in high-pressure or escalated situations.

High school diploma or equivalent required. Two to three years of customer service or call center experience (banking or financial services a plus) and proficiency with CRM tools.

Read and comprehend simple instructions, short correspondence, and memos. Write simple correspondence. Effectively present information in one-on-one and small group situations to customers, clients and other employees.

Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Must be competent in MS Office suite of products. Must have prior experience with core banking system platforms and phone applications.

None required.

The work environment characteristics described here are representative of those an…