Customer Service Representative

Job Description

Job Description

We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Beverly Hills, California. This role is ideal for someone passionate about delivering exceptional client experiences and is familiar with banking or customer service environments. You will play a vital part in supporting commercial banking operations while maintaining compliance and ensuring customer satisfaction. This a 2-month temporary role covering a medical leave coverage. The position has the potential to extend or go permanent. It's on-site, Monday through Friday, 8 : 30am to 4 : 30pm.

Responsibilities :

• Serve as the primary point of contact for customer inquiries, ensuring prompt resolution and maintaining client satisfaction.
• Utilize case management tools to prioritize tasks, track progress, and meet service-level agreements.
• Build strong partnerships with internal teams, including operations and banking departments, to ensure seamless communication and efficient task management.
• Handle daily client requests, including funds transfers, account maintenance, and loan servicing, with accuracy and professionalism.
• Collect and process necessary documentation for account openings while coordinating with clients and internal teams.
• Perform call-backs to verify and authenticate client transactions, ensuring compliance and security protocols are followed.
• Support teller operations when needed to ensure smooth banking processes.
• Participate in projects aimed at improving client experience, optimizing workflows, and enhancing data integrity.
• Independently manage assignments with a focus on integrity, accountability, and adherence to company policies and compliance requirements.
• Minimum of 3 years of experience in the financial industry or relevant transferable skills.
• Familiarity with banking regulations and compliance requirements is highly preferred.
• Strong dedication to providing high-quality customer service and attention to detail.
• Ability to thrive in a fast-paced environment while ensuring adherence to banking laws and procedures.
• Proven ability to multi-task and prioritize workload effectively to meet deadlines.
• Associate or Bachelor’s degree, or equivalent experience demonstrating attention to detail.
• Excellent communication skills, both written and verbal, with a collaborative mindset.
• Demonstrated problem-solving abilities, sound judgment, and creativity for resolving customer issues.