Customer Service Support, Banking

Ultimate Staffing; San Diego (CA); On-site; USD 26,000 - 37,000; Full time

Job summary

Ultimate Staffing in San Diego is seeking a Customer Service Representative to support the Lending Team. You will handle inbound and outbound calls, assist with account maintenance, and guide customers through the lending process, ensuring accurate records and timely responses.

This role emphasizes compliance with banking regulations and collaboration with internal departments to deliver service excellence.

Qualifications

• High School Diploma required, bachelor's degree preferred.
• 1+ year banking/finance industry experience.
• Strong communication and problem-solving skills.
• Customer service experience, preferably in banking or financial services.
• Attention to detail and ability to handle confidential information.
• Proficiency with banking systems and Microsoft Office applications.

Responsibilities

• Respond to client inquiries via phone and email.
• Assist with account maintenance and documentation.
• Resolve customer issues promptly and professionally.
• Maintain accurate customer records and documentation.
• Support lending team with processing applications.
• Ensure compliance with banking regulations and deadlines.
• Partner with internal teams to support client needs and service excellence.

Skills

Customer service

Banking industry experience

Communication

Problem solving

Attention to detail

Banking systems

MS Office

Education

High School Diploma

Bachelor's degree preferred

Tools

MS Office

Banking systems

Job description

Position: Customer Service and Clerical, Supporting Lending Team

Pay Rate: $23/hr

Duration: 3+ months

Customer Service Representative, Local Credit Union Support

We are looking for an administrative and customer service professional to support our team. You will be responsible for outbound and inbound calls to existing customers, helping them through the lending process. This role focuses on delivering exceptional customer experiences, resolving issues efficiently, and ensuring compliance with timing and banking regulations. The representative collaborates with internal departments to address client needs, maintain accurate records, and support long-term customer relationships. If you have banking industry experience, we'd love to connect and share details of the role to see if aligned!

Key Responsibilities:

• Respond to client inquiries via phone and email.
• Assist with account maintenance and documentation.
• Resolve customer issues promptly and professionally.
• Maintain accurate customer records and documentation.
• Support lending team with processing applications.
• Ensure compliance with banking regulations and deadlines.
• Partner with internal teams to support client needs and service excellence.

Qualifications:

• High School Diploma, bachelor's degree preferred.
• 1+ Year banking/finance industry experience.
• Strong communication and problem-solving skills.
• Customer service experience, preferably in banking or financial services.
• Attention to detail and ability to handle confidential information.
• Proficiency with banking systems and Microsoft Office applications.
  

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.