Banking Customer Service Representative

Ultimate Staffing; San Diego (CA); On-site; USD 30,000 - 36,000; Full time

Job summary

Ultimate Staffing is hiring Banking Customer Service Representatives in San Diego, CA. You will handle calls, emails, and in-person inquiries for members, assisting with account questions and service requests while supporting online and mobile banking inquiries.

The role requires 1+ year in banking/financial services with strong customer service and multitasking abilities; bilingual English/Spanish preferred. Occasional Saturdays may be required.

Qualifications

• 1+ years of experience in a bank, credit union, mortgage company, or financial institution.
• Previous experience as a Teller, Banking Clerk, Loan Processor, Member Service Representative, Personal Banker, or similar role.
• Strong customer service and communication skills.
• Ability to multitask and navigate multiple computer systems.
• Detail-oriented with strong problem-solving abilities.
• Professional demeanor and commitment to providing exceptional member experiences.

Responsibilities

• Respond to incoming calls and email inquiries from existing members
• Assist customers with account-related questions and service requests
• Support online and mobile banking inquiries
• Provide information on banking products, services, and account features
• Research and resolve customer concerns in a professional and timely manner
• Deliver outstanding customer service while maintaining accuracy and compliance
• Document customer interactions and follow company procedures
• Identify opportunities to educate members on products and services that meet their needs

Skills

Customer service

Communication skills

Multitasking

Banking knowledge

Bilingual English/Spanish

Job description

Banking Customer Service Representative

Seeking experienced Customer Service Representatives to provide exceptional support to members via phone, email and in person. We are looking for professionals with prior banking, credit union, loan processing, teller, or financial services experience who thrive in a fast-paced, customer-focused environment.

Pay: $22.00 - $26.00/hour

Job Type: Temp-to-Hire

Position Overview

Seeking experienced Customer Service Representatives to provide exceptional support to members via phone, email and in person. We are looking for professionals with prior banking, credit union, loan processing, teller, or financial services experience who thrive in a fast-paced, customer-focused environment.

Schedule

• Monday-Friday
• Must be available to work an 8-hour shift between 7:00 AM and 7:00 PM
• Occasional Saturday shifts as needed

Responsibilities

• Respond to incoming calls and email inquiries from existing members
• Assist customers with account-related questions and service requests
• Support online and mobile banking inquiries
• Provide information on banking products, services, and account features
• Research and resolve customer concerns in a professional and timely manner
• Deliver outstanding customer service while maintaining accuracy and compliance
• Document customer interactions and follow company procedures
• Identify opportunities to educate members on products and services that meet their needs

Qualifications

• 1+ years of experience in a bank, credit union, mortgage company, or financial institution
• Previous experience as a Teller, Banking Clerk, Loan Processor, Member Service Representative, Personal Banker, or similar role
• Strong customer service and communication skills
• Ability to multitask and navigate multiple computer systems
• Detail-oriented with strong problem-solving abilities
• Professional demeanor and commitment to providing exceptional member experiences

Preferred Qualifications

• Credit union or banking experience
• Bilingual English/Spanish

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.