About The Position

This role focuses on delivering exceptional service to members in a fast-paced, 24/7 contact center environment. You will respond to inbound and outbound inquiries, provide accurate information about financial products and services, and complete account-related transactions while using multiple computer systems. You will actively listen, engage with members, and identify additional products or services that may meet their financial needs, ensuring a positive and efficient member experience on every call.

Requirements

  • Proven customer service experience in a professional, high-volume environment such as a call center, administrative role, secretary/receptionist position, banking or mortgage setting, or busy retail environment.
  • Strong phone-based communication skills with the ability to handle inbound and outbound calls in a courteous and efficient manner.
  • Demonstrated ability to work in a highly structured, policy-driven environment while following detailed procedures.
  • Accurate and efficient data entry skills with strong attention to detail.
  • Ability to navigate and adapt to multiple computer systems and applications at the same time.
  • Capability to manage sustained periods of back-to-back calls while maintaining quality and composure.
  • Reliability in adhering to schedules, including breaks and meal periods, within a 24/7/365 contact center.
  • Residence within approximately 60 miles of Dallas, TX, with the ability to work remotely.

Nice To Haves

  • Experience in a financial services, banking, credit union, or mortgage environment is highly beneficial.
  • Experience in high volume retail or other fast-paced customer-facing roles.
  • Comfort working in a remote setting while staying engaged and productive in a virtual contact center.
  • Ability to maintain work-life balance while supporting flexible shift schedules in a 24/7 operation.
  • Strong problem-solving skills and the ability to think quickly while assisting members.

Responsibilities

  • Respond to a high volume of inbound and outbound phone calls from members in a structured, schedule-driven contact center.
  • Provide clear, accurate information about products and services, including savings, checking, consumer loans, credit cards, IRAs, and other account types.
  • Perform account-related transactions and functions such as balance inquiries, payments, transfers, and other service requests.
  • Actively listen to members to understand their needs and deliver solutions that support their financial goals.
  • Use multiple computer systems and tools simultaneously to research information, document interactions, and process transactions efficiently.
  • Adhere to all policies, procedures, and compliance requirements while handling member information and completing transactions.
  • Maintain a high level of professionalism, courtesy, and engagement on every call to ensure an outstanding member experience.
  • Identify and suggest additional products and services that may benefit members, creating opportunities for positive interaction and deeper relationships.
  • Manage back-to-back calls for extended periods, including call segments that may last up to four hours before the next scheduled break.
  • Follow a structured schedule, including taking breaks and meals at designated times, to support consistent service coverage in a 24/7/365 operation.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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