Banking Coordinator

Job Title: Banking Coordinator

Monthly Pay: $3,533 - $4,962 USD per month

Summary:

Each shift begins with the open queue of customer requests, emails, and phone messages waiting for coordination. The Banking Coordinator organizes service requests, keeps account-related details clear, and helps customers receive timely updates, making routine banking support easier to navigate. This role sits within the banking operations team and works under a banking operations team lead. The coordinator works with customers, service representatives, account teams, and internal operations partners to keep requests moving toward resolution. This is a fully remote, work from home position based in Idaho, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities:

• Review the incoming queue of customer calls, emails, and service requests, sort items by urgency, and assign or route them to the appropriate internal partner.

• Confirm customer contact details, request purpose, and available account information before coordinating the next step for each inquiry.

• Enter clear request summaries, status updates, ownership details, and next actions in a CRM such as HubSpot.

• Coordinate customer follow-up through a contact-center phone system such as RingCentral, using professional and helpful language.

• Track service requests, open questions, and internal handoffs in a project management tool such as Wrike.

• Arrange internal discussions and customer follow-up times using a scheduling and calendar tool such as Microsoft Outlook.

• Prepare status lists and service activity summaries using a spreadsheets and data entry tool such as LibreOffice Calc.

• Follow up with account teams or operations partners when a request lacks needed information, remains unresolved, or needs a status update.

• Escalate urgent customer concerns, repeated service disruptions, or sensitive account-access questions to the banking operations team lead.

• Maintain orderly notes through closure and support quality expectations measured by accuracy, turnaround, complete notes, and timely follow-up.

Qualifications:

• High school diploma or equivalent.

• About 1-2 years preferred in banking coordination, financial operations, customer-facing support, or a related desk-based role.

• Working knowledge of banking service requests, account terminology, and the importance of clear status communication.

• Familiarity with a CRM such as HubSpot and the ability to update request details consistently.

• Familiarity with a project management tool such as Wrike and a scheduling and calendar tool such as Microsoft Outlook.

• Ability to organize competing customer requests, identify missing details, and route work to the appropriate internal contact.

• Strong written and verbal communication for explaining request status and coordinating respectful follow-up.

• Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.

• Authorization to work in the United States.

Perks & Benefits:

• Fully remote work from a dedicated home workspace in Idaho, United States.

• Structured onboarding and training on a CRM such as HubSpot, a project management tool such as Wrike, and a scheduling and calendar tool such as Microsoft Outlook.

• Regular check-ins with the banking operations team lead to review priorities, questions, and service progress.

• Opportunity to build banking coordination, request routing, customer update, and cross-team follow-up skills.

• Health coverage, paid leave, a 401(k), maternity leave, and stipends.