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Customer Experience Specialist
Job
Robert Half
Rancho Cucamonga, CA (In Person)
Full-Time
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Job Description
We are looking for a customer-focused Customer Experience Specialist to support a financial institution in Rancho Cucamonga, California through a Contract assignment. This opportunity is well suited for someone who is comfortable managing high-volume customer interactions, handling transactions with precision, and delivering attentive service in a fast-paced branch environment. The role includes training and offers the chance to contribute to daily branch operations while helping members with routine financial needs.
Responsibilities:
- Manage customer transactions such as deposits, withdrawals, payment processing, and check-related requests with a high level of accuracy.
- Balance and safeguard cash throughout the day, ensuring drawer totals remain correct and discrepancies are addressed promptly.
- Assist customers with account-related questions, service requests, and basic problem resolution in a courteous and friendly manner.
- Review transaction details carefully to confirm compliance with branch procedures, regulatory standards, and internal controls.
- Identify opportunities to introduce relevant financial products or services based on customer needs and branch guidelines.
- Protect sensitive customer and account information by following confidentiality and security expectations at all times.
- Support day-to-day branch activities, including administrative tasks and additional operational duties as needed.
- Communicate clearly with customers across in-person, phone, and email interactions while navigating multiple systems efficiently.