Job Title: Customer Service Representative (Call Center - Banking/Finance)
Location: Carmel Mountain / Central San Diego
Employment Type: Full-Time, Mon-Fri 40 hrs
Schedule: Monday - Friday, call center open 7am - 6pm, shifts will be within that time
Pay Rate: $24/hr - $26/hr
About the Role
We are seeking a customer-focused and detail-oriented Customer Service Representative with experience in the banking or financial services industry to join a growing call center team. In this role, you will be the first point of contact for customers, providing exceptional service, resolving inquiries, and supporting a range of financial products and services.
Key Responsibilities
- Handle high-volume inbound and/or outbound calls in a professional and efficient manner
- Assist customers with account inquiries, transactions, and service requests
- Resolve issues related to banking products (accounts, credit cards, loans, online banking, etc.)
- Educate customers on financial products, services, and digital tools
- Accurately document customer interactions in CRM systems
- Ensure compliance with financial regulations, company policies, and security procedures
- Identify opportunities to enhance customer satisfaction and recommend appropriate solutions
- Escalate complex issues to appropriate departments when needed
Required Qualifications
- 1-3+ years of call center or customer service experience
- Prior experience in banking, financial services, or fintech is required
- Strong communication skills (verbal and written)
- Ability to handle sensitive financial information with confidentiality and accuracy
- Problem-solving skills with a customer-first mindset
We would love to connect and share details of the role if interested and have key requirements, please apply today to chat!
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, and Los Angeles County Fair Chance Ordinance.