Customer Service Rep (Banking / Financial Industry)

Customer Service Rep (Banking / Financial Industry) San Dimas, CA Apply for this job 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 ( approx. 1.5 hours ) 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 TCWGlobal is an equal opportunity employer.

We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Apply for this job