Customer Service Rep (Banking / Financial Industry)

Customer Service Rep (Banking / Financial Industry) at TCWGlobal Customer Service Rep (Banking / Financial Industry) at TCWGlobal in Glendora, California Posted in 5 days ago.

Type:

full-time

Job Description:

Customer Service Rep (Banking / Financial Industry)

Location :

San Dimas, CA & Brea, CA (

• Must be local to the area) onsite 1 day a week after July 17th Duratio n: 6 Month Contract (Potential for extension based on business needs)

Pay Rate :

$25/hour (Weekly pay + benefits available)

Schedule:

M-F Full-time start times either 7:30am or 8am

• 5:30 PM (schedule may rotate) About the Role We are seeking a Customer Service Representative with banking, credit union, or mortgage industry experience to support a high-volume contact center during a system merger initiative.

This role is phone-heavy (majority of the day on calls) and requires someone comfortable assisting customers across a wide range of banking-related inquiries. You will serve as a one-stop support resource , helping customers resolve questions efficiently before escalation when possible. Key Responsibilities

• Handle 50-80 inbound calls daily assisting customers with account inquiries, transactions, and general banking support
• Provide accurate, efficient, and professional customer service in a fast-paced environment
• Assist customers with a variety of financial topics (accounts, loans, general banking questions)
• Perform light cross-selling of products/services when appropriate (no aggressive sales required)
• Accurately document call details, notes, and transactions in internal systems
• Manage email communication and follow-ups with strong attention to detail
• Navigate multiple systems while maintaining accuracy and efficiency
• Follow company policies, procedures, and compliance standards
• Collaborate with team members and escalate issues when needed Required Qualifications
• High school diploma or equivalent
• Minimum 1+ year of experience in banking, credit union, or mortgage industry (REQUIRED)
• Customer-facing experience within banking (e.g., teller, member services, banking support )
• Comfortable working in a phone-heavy role (majority of the day on calls)
• Able to have training/working in both locations (until at least mid-July) Available to commute to both San Dimas & Brea locations. Hybrid 1 day a week after July,
• Must enjoy speaking on the phone with customers
• Basic computer proficiency ( typing, navigation, data entry, email communication )
• Strong attention to detail and accuracy
• Professional phone etiquette and communication skills
• Ability to follow directions and document information clearly
• Strong written communication (for notes and email follow-ups)
• Ability to work onsite in San Dimas, CA Bonus
• Not required
• Prior call center experience (high-volume calls)
• Experience with cross-selling or upselling (any industry
• retail, restaurant, banking, etc.)
• This is not sales
• its more offering options to customers.
• Bilingual (English/Spanish)
• a plus Additional Information
• This role is fully onsite in San Dimas, CA
• Assessment required
• covering typing, computer skills, communication, and attention to detail
• Must have reliable transportation
• Candidates must be comfortable working on the phone for most of the day