Customer Service Representative

Robert Half • Ontario, CA • 3h ago

Description We are looking for a Customer Service Representative to support members with day-to-day account needs while delivering attentive, detail-oriented service in Ontario, California. This Long-term Contract opportunity is ideal for someone who enjoys helping people, communicating clearly, and working accurately in a fast-paced financial services environment. The person in this role will handle member inquiries, support account servicing activities, and help connect members with products and solutions that fit their needs.

Responsibilities:

Manage new and existing member accounts, ensuring all information is recorded correctly and in accordance with established guidelines.

Respond to incoming calls with care and clarity, addressing questions and concerns with a strong service mindset.

Assist members with balance reviews, transaction questions, and other routine account-related requests.

Troubleshoot and resolve issues involving debit cards, credit cards, and digital banking access within expected service timeframes.

Explain available financial products and service options, including protection-related offerings, to help members make informed decisions.

Update account details and maintain complete, accurate records across member profiles and related documentation.

Recognize opportunities to recommend suitable products and services based on each member's situation.

Protect confidential information and follow all privacy and security standards when handling sensitive data.

Partner with branch, lending, and other internal teams to resolve escalated concerns and improve the overall member experience.

Complete administrative and operational support tasks that contribute to smooth daily branch and service operations. Requirements - At least 1 year of customer service experience, ideally in banking, credit union, financial services, call center, or another high-volume customer-facing setting.

Strong verbal and written communication skills with the ability to speak clearly and professionally with members.

Excellent organizational skills and close attention to detail when processing account information and service requests.

Ability to manage multiple tasks at once while maintaining accuracy and meeting service expectations.

Sound judgment, problem-solving ability, and critical-thinking skills in a member support environment.

A personable, confident approach with the ability to build trust and rapport quickly.

Experience handling inbound calls, customer service requests, and related account support activities.

Bilingual English/Spanish and prior experience in a financial institution are helpful but not required. 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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