Customer Service Representative (Banking)

31 Dec 2025
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Description Job Title: Customer Service RepresentativeJob Description:We are currently seeking a dynamic and customer-focused individual to join our team as a Customer Service Representative for New Accounts. In this role, you'll be the first point of contact for all new customers, providing the support needed to ensure a smooth account opening experience, as well as to address any customer inquiries or concerns.Responsibilities: Greet new customers and assist them in opening new accounts. Provide detailed information on our bank’s products and services, tailored to the specific needs and interests of each customer. Process all the formalities related to creating new accounts. Guide customers throughout the account opening process, ensuring all documentation and procedural requirements are met. Handle customer inquiries professionally and efficiently, either in person, on the phone, or through digital channels. Escalate complex issues to the appropriate department or personnel. Maintain knowledge of all legal requirements related to new account opening to ensure compliance. Work closely with other team members to achieve overall customer service goals and enhance the customer experience.Requirements Requirements: High school diploma or equivalent; a degree in banking, finance, or a related field is an advantage. Prior customer service experience, preferably in the financial sector. Knowledge of banking processes and regulations is an asset. Exceptional customer service and communication skills. Proficiency with banking software and common computer applications (e.g., MS Office). Ability to manage difficult customer situations and to respond promptly to customer needs. Excellent problem-solving skills, with a focus on providing top-notch customer service. Ability to work flexible hours and to function effectively as part of a team.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.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) .

Full-time
  • ID: #53189321
  • State: California Sanmateo 94401 Sanmateo USA
  • City: Sanmateo
  • Salary: USD TBD TBD
  • Showed: 2024-12-31
  • Deadline: 2025-03-02
  • Category: Et cetera
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