Deposit Servicing Specialist

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Phoenix – Mesa – Scottsdale, AZ
Hybrid
1-3 Years Experience
Fintech • Payments • Travel • Financial Services
The Role



The Deposit Servicing Specialist is part of the growing Operations department focusing on new and ongoing strategic initiatives that contribute to the success of the Phoenix Servicing Center. This role supports our customers and is vital in creating an exceptional customer experience, helping our customers navigate existing and new products. The ideal candidate thrives in a workplace that is constantly changing due to rapid growth and brings a positive mindset to our team environment.


  • Support our existing customers by responding to their questions via phone
  • Balance between customer communication (phone) and system-based processing (estimated) 95/5 split between phone time and time processing in the system)
  • Provide excellent customer service in all customer interactions
  • Support operational policy and procedures by identifying and recommending improvements and updates to content
  • Work hours may change to accommodate customer needs, this includes starting and finishing times as well as days worked.  Our hours change with daylight savings.
  • Perform other duties as necessary to support business needs


  • 1+ years experience in a service center environment, answering customer calls and resolving issues.
  • Banking or financial services experience a plus
  • Bring a flexible mindset – as a start up, we are growing quickly and you may need to adapt to changing policies and procedures while maintaining high quality standards.
  • Positive attitude and willingness to work with teammates to accomplish tasks and responsibilities everyday
  • Excellent time management and work prioritization skills
  • Capable of completing assigned tasks with careful attention to detail
  • Ability to thrive in a fast-paced and changing environment with ease and with minimal supervision
  • Strong verbal and written communication skills

 

  • Great open office space
  • Paid time off (PTO)
  • 401K matching
  • Comprehensive benefits package: Medical, dental, vision, life insurance & disability
  • Conveniently located in the heart of Downtown Phoenix close to light rail and public transportation
  • Paid parking or platinum pass
  • New Hire Training Program
  • Wellness Incentive Program
  • Kitchen fully stocked with snacks and beverages 

What the Team is Saying

Vicky Choy
Seti Momayez
Nelson Lobo
The Company
HQ: San Francisco, CA
1,515 Employees
Hybrid Workplace
Year Founded: 2017

What We Do

At Upgrade, we like to tackle big problems and create innovative products that make a meaningful difference in people's lives. We don't have all the answers but we always help each other, look for ways to improve, move fast, and act as owners to make credit more affordable for millions of families across America.

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Upgrade, Inc. Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 2 days a week
HQSan Francisco, CA

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