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Customer Service Representative – Finance Industry

Robert Half

This is a Full-time position in Anaheim, CA posted March 21, 2021.

Ref ID: 03090-9502888299

Classification: Customer Service Representative

Compensation: $16.00 to $20.00 hourly

OfficeTeam has an excellent career opportunity for an articulate, highly skilled Customer Service Representative in the growing finance industry. Do you love building solid customer relationships? Then this position may be for you. This position is based in a dynamic, rapidly changing call center.

How you will make an impact

•      Receiving and placing telephone calls

•      Performs full-service banking transactions in compliance with legal requirements and company policies and procedures

•      Provides accurate, friendly customer service in a timely fashion

•      Performs functions including handling financial and other daily transactions.

•      Achieves sales and referral goals by actively cross-selling and referring customers to competitive company products and services

•      Adheres to company security policies and maintains confidentiality of financial records and client information

Job Requirements:

What we’re looking for:

•      Experience processing complex transactions and performing extensive research to resolve complex customer inquiries

•      Excellent verbal, written, and social communication skills

•      Ability to interact effectively with internal and external partners and clients/customers

•      Advanced Microsoft Office skills

•      Ability to navigate multiple computer systems, applications, and utilize search tools to find information

•      Active problem-solver who listens for customer cues and actively resolves problems with grace and integrity

If you are a service ‘champion’ who looks to improve and deliver personalized service based on individual customer needs, we want to hear from you. Contact us today!

OfficeTeam, a Robert Half Company, matches professionals in the administrative field with remote or on-site jobs on a temporary and temporary-to-full-time basis. Whether you’re a seasoned administrative pro or starting your career, we have options for you.

Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.

Questions? Call your local office at 1.888.490.4154. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

© 2020 OfficeTeam. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (