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Remote Financial Services Agent (Contract) — Inbound Card & Account Support

ShyftOff Corp -
Remote

Quick Apply

Job Details

Contract
$15 - $17 an hour
10 days ago

Benefits

Work from home
Flexible schedule

Qualifications

CRM software
Customer service
Call center experience
English
Technical support experience
Microsoft Office
Data entry
Phone etiquette

Full Job Description

Remote Financial Services Agent (Contract) — Inbound Card & Account Support

Pay: $15.00–$17.00 per hour plus incentives + $250 certification bonus
Job type: Contract (1099 independent contractor)
Schedule: Flexible — you choose your hours. Coverage available 24/7, every day.
Location: Remote (work from home, U.S.-based)

The Role

Help cardholders manage their money with confidence. You'll take inbound calls from people who rely on their banking cards for everyday life — activating a new card, replacing a lost one, sorting out a disputed charge, or getting a time-sensitive payment through. These are the moments that matter, and you're the person who makes them go smoothly.

This is credentialed financial services work on an established account. It's serious, it pays well, and it's built for people who want to meet a real bar and stick around.

What You'll Do

Handle inbound calls on card activation, replacements, lost or stolen cards, balances, and account questions
Help customers with payments, transfers, and disputes — accurately and securely
Verify customer identity and follow strict security and compliance protocols on every call
Spot and help resolve potential fraud with composure
Document every interaction accurately in the account's systems

Who You'll Talk To

Cardholders and their benefits managers — often at a stressful moment, like a lost card or a charge they don't recognize. Your job is to guide them, protect their account, and get them back on solid ground.

What Makes You a Fit

Communication — you connect over the phone, listen well, and stay empathetic even when the caller isn't calm
Security & accuracy — you take protecting sensitive financial information seriously
Tech comfort — you can move between multiple systems and databases at once
Composure — you think clearly and solve problems in a fast-paced environment
Trust — customers are handing you their money problems, and you honor that

Prior banking, cards, or financial services experience is a strong plus. So is remote customer service or contact center experience.

Your Path to Going Live

This is a federal program, so you're screened and certified against the account's standards before your first live call. Certification is self-paced and takes about eight weeks on average:

Apply & join the candidate pool (~week 1)
Screening & credentialing — federal background check, fingerprinting, drug screening, and credential issuance (~weeks 2–4)
Assessment & certification — prove your skills through simulations and scored mock calls; standards and examples are shared with you, how you prep is up to you (~weeks 5–6)
Certification to go live — demonstrate your work meets the contract's accuracy and quality standards (~weeks 7–8)

What You'll Need

Ability to pass the federal background check, fingerprinting, and drug screening required for this government program
A quiet home workspace and reliable internet
Commitment to complete self-paced certification (about eight weeks)

Required Screening Cost — Read Before Applying

Creating your ShyftOff account is free. Because this is federally backed, credentialed work, contractors must complete required screening before going live. That screening is performed by third-party providers and paid by you as the contractor:

Extensive background check
Fingerprinting
Drug screening
A YubiKey security device you keep and use to access the platform securely

Total cost: $299, covering the third-party screening, the device, and a processing fee. This applies only once you move into credentialing for the campaign — not to sign up.

How to Apply

Create your agent account at https://www.shyftoff.com/agents
Once you're in, apply to the Financial Services campaign

This is an independent contractor (1099) opportunity. You set your own schedule, work remotely, and provide your own workspace and equipment.

Application Question

Have you created an account at https://www.shyftoff.com/agents?

Job Type: Contract

Pay: $15.00 - $17.00 per hour

Benefits:

Flexible schedule
Work from home

Application Question(s):

Have you created an account @ https://www.shyftoff.com/agents

Work Location: Remote

Quick Apply

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