We are looking for a dedicated Customer Service Representative to join our team in Newport Beach, California. In this role, you will be responsible for delivering outstanding customer service, handling financial transactions, and assisting clients with their banking needs. This is a long-term contract position, offering an opportunity to make a meaningful impact within the banking industry. Responsibilities: • Process a range of financial transactions, such as deposits, withdrawals, loan payments, and transfers, while ensuring accuracy and adherence to banking policies. • Provide prompt and attentive assistance to customers with inquiries regarding their accounts and available banking services. • Actively promote and recommend banking products and services tailored to meet the needs of customers. • Manage and reconcile a cash drawer, complying with established security and audit procedures. • Educate customers on various banking options, including digital services and alternative channels. • Address and resolve customer concerns effectively, ensuring a positive banking experience. • Collaborate with team members to maintain smooth branch operations during busy periods. • Uphold high standards of confidentiality and security in all customer interactions. • Contribute to the achievement of branch goals by delivering exceptional service and support.

• Proven experience in customer service, preferably within a banking or financial services environment. • Strong skills in handling inbound and outbound calls with professionalism and efficiency. • Ability to accurately process financial transactions and maintain balanced cash drawers. • Familiarity with promoting and cross-selling products and services to customers. • Excellent communication skills and the ability to address customer inquiries effectively. • Knowledge of order entry processes and basic computer applications. • Demonstrated ability to work collaboratively in a fast-paced environment. • Commitment to maintaining confidentiality and adhering to security protocols.

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Newport Beach, CA
onsite
Temporary
23.75 - 27.50 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Newport Beach, California. In this role, you will be responsible for delivering outstanding customer service, handling financial transactions, and assisting clients with their banking needs. This is a long-term contract position, offering an opportunity to make a meaningful impact within the banking industry. Responsibilities: • Process a range of financial transactions, such as deposits, withdrawals, loan payments, and transfers, while ensuring accuracy and adherence to banking policies. • Provide prompt and attentive assistance to customers with inquiries regarding their accounts and available banking services. • Actively promote and recommend banking products and services tailored to meet the needs of customers. • Manage and reconcile a cash drawer, complying with established security and audit procedures. • Educate customers on various banking options, including digital services and alternative channels. • Address and resolve customer concerns effectively, ensuring a positive banking experience. • Collaborate with team members to maintain smooth branch operations during busy periods. • Uphold high standards of confidentiality and security in all customer interactions. • Contribute to the achievement of branch goals by delivering exceptional service and support.
2025-11-10T15:35:06Z