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CX Agent, Banking

Join Robinhood, a leading fintech company focused on democratizing finance for all. The Money Customer Ops team is seeking a Banking CX Agent to enhance the customer experience and assist with inquiries.

Skills

  • Customer empathy
  • Critical thinking
  • Problem-solving skills
  • Familiarity with Zendesk

Responsibilities

  • Provide exceptional customer service
  • Independently troubleshoot customer issues
  • Spot trends indicating product bugs
  • Work closely with other teams

Education

  • 2+ years of full-time work experience
  • Basic understanding of financial products

Benefits

  • 100% paid health insurance for employees
  • Annual lifestyle wallet for wellness
  • Lifetime maximum for family forming benefits
  • Generous paid time off and holidays
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$22200 / YEARLY (est.)
min
max
$20400K
$24000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About CX Agent, Banking, Robinhood

As a CX Agent at Robinhood in Chicago, Illinois, you will play a pivotal role in shaping the experiences of our customers as they engage with our innovative banking products. At Robinhood, we're on a mission to democratize finance for all, and the Money Customer Ops team is at the forefront of this initiative. You'll be the voice of our customers, ensuring their feedback shapes our offerings while providing them with top-notch support. If you're someone who thrives on helping others and has a knack for solving problems, you'll fit right in. Your journey will involve tackling challenging inquiries, troubleshooting issues, and identifying trends that could signal improvements in our product. We're looking for individuals with a strong sense of empathy who can be agile in a dynamic environment, eager to learn, and quick to dive into the details. With at least two years of professional experience and a foundational understanding of financial products, you'll be equipped to assist our customers effectively. While direct experience with customer support tools like Zendesk is a bonus, what matters most is your positive mindset and collaborative spirit. At Robinhood, you won't just be part of a team; you'll be contributing to a larger mission of inclusivity and innovation in finance. Join us in creating a financial system that empowers everyone, and let's change the world together.

Frequently Asked Questions (FAQs) for CX Agent, Banking Role at Robinhood
What is the role of a CX Agent at Robinhood?

The role of a CX Agent at Robinhood involves providing exceptional customer service while being the first line of support for our banking product inquiries. You’ll work independently to troubleshoot issues, assist customers in navigating challenges, and collaborate with various teams to ensure our product continuously reflects our customers' needs.

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What qualifications do I need to apply for the Banking CX Agent position at Robinhood?

To apply for the Banking CX Agent position at Robinhood, you should have at least two years of full-time work experience, a basic understanding of financial products, and prior experience with text or email customer support. Familiarity with Zendesk is a plus but not mandatory. What’s most important is your enthusiasm for helping customers and a growth-oriented mindset.

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What responsibilities does a Banking CX Agent at Robinhood have?

As a Banking CX Agent at Robinhood, your primary responsibilities include assisting customers with their inquiries, troubleshooting issues independently, identifying product trends, and working closely with other teams to ensure customer satisfaction. Your role is essential in ensuring our customers have the best experience possible.

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How can I advance my career as a CX Agent at Robinhood?

Advancing your career as a CX Agent at Robinhood can involve continuous learning about our products, taking initiative to resolve customer issues creatively, and actively participating in team collaborations. Demonstrating your commitment to customer service and being open to feedback are vital in seizing opportunities for growth within the company.

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What benefits do CX Agents receive at Robinhood?

CX Agents at Robinhood enjoy a competitive compensation structure, 100% paid health insurance for employees and significant coverage for dependents, an annual lifestyle wallet for personal development, generous time off, and supportive mental health resources. The office environment also fosters connectivity with catered meals and stocked kitchens.

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Common Interview Questions for CX Agent, Banking
Can you describe your experience with customer support?

When answering questions about your experience with customer support, focus on specific examples where you successfully addressed customer inquiries, handled difficult situations, or improved a process. Highlight your ability to empathize with customers and provide solutions effectively.

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How do you handle stressful situations while providing customer service?

Demonstrate your approach to handling stressful situations by discussing techniques you use, such as remaining calm, employing active listening, or practicing deep breathing. Share a specific example of a challenging situation and how you resolved it while ensuring customer satisfaction.

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What do you know about Robinhood's mission and values?

Your answer should reflect an understanding of Robinhood's commitment to democratizing finance and building accessible financial tools for everyone. Express what resonates with you about their mission and how it influences your desire to be a part of their team.

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Describe a time you solved a complex problem for a customer.

Provide a situation where you identified a complex issue a customer faced and the steps you took to resolve it. Explain the impact of your solution on the customer’s experience and what you learned from the resolution process.

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How would you approach learning about new financial products?

Demonstrate your proactive learning style by explaining how you would familiarize yourself with new financial products at Robinhood, such as through research, collaboration with teams, or utilizing training resources. Show enthusiasm for continuous learning.

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What is your understanding of customer empathy?

Customer empathy involves understanding and sharing the feelings of your customers. Discuss instances where you have used empathy to enhance the customer experience, showing how you connect with and address customers' needs at a personal level.

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How do you prioritize your tasks when you have multiple customer inquiries?

To effectively prioritize tasks, explain your method for evaluating urgency and complexity of inquiries. Discuss how you would handle multiple inquiries while maintaining high-quality customer service, perhaps using organizational tools or strategies.

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What tools or systems are you familiar with for customer support?

Mention any customer support tools you've used, including Zendesk or similar platforms. Explain how you utilized these tools to enhance your efficiency and improve customer service delivery in past roles.

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How do you handle constructive criticism regarding your performance?

Handle this question by showing your openness to feedback and how you've used it to improve. Share an example where constructive criticism led to personal development and enhanced customer service skills.

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What makes you a good fit for the Banking CX Agent position at Robinhood?

Highlight your relevant experience, skills, and passion for customer service. Discuss how your values align with Robinhood's mission and how you’re excited to contribute to the company's success in democratizing finance.

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Robinhood is a leading financial services company headquartered in Menlo Park, California. The company was founded in 2013 and currently has 23.9 million funded customers, 13.7 million monthly active users, and $130 billion in assets under custody.

339 jobs
MATCH
VIEW MATCH
BADGES
Badge ChangemakerBadge Family FriendlyBadge Flexible CultureBadge Work&Life Balance
CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Dare to be Different
Reward & Recognition
Fast-Paced
BENEFITS & PERKS
Maternity Leave
Paternity Leave
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Paid Holidays
Paid Sick Days
Paid Time-Off
Learning & Development
Social Gatherings
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$20,400/yr - $24,000/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 4, 2025

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