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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.

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. TalentMatch®

•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. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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 roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .