Customer Service Specialist, Robert Half

Robert Half

Location:
United States, Plano

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

We are offering a permanent employment opportunity for a Customer Service Specialist in the banking industry, located in Plano, Texas. The workplace is a dynamic environment where you will be handling customer inquiries and maintaining customer records.

Job Responsibility:

Handling incoming phone calls and addressing customer needs, questions, and concerns
Processing a variety of customer transactions in accordance with bank policies and regulations
Developing good detail-oriented relationships with customers to enhance customer satisfaction and the company's reputation
Conducting select teller transactions such as processing deposits and withdrawals, issuing monetary instruments, and placing stop payments
Opening and processing incoming mail, completing logs, reports, audits, and control checks
Monitoring and processing daily exception files for ACH and inclearing files
Making decisions for rejected items and account research when necessary
Processing manual cash letter or force-post items that cannot be sent electronically
Reviewing large inclearing items and submitting items requiring management review for payment
Performing all requirements for annual escheatment for the bank and its affiliates
Imaging customer documents and performing quality control checks of documents
Practicing security protocols and procedures to protect customer confidentiality and privacy
Assisting branches, retail management, and back-office units when necessary as it relates to item processing or retrieval of items.

Requirements:

Proficiency in a variety of computer programs, with a focus on CRM and database management systems
Experience in handling high-volume inbound calls in a detail oriented and effective manner
Strong ability to assist customers with their inquiries, complaints, or issues, ensuring a high level of customer satisfaction
Familiarity with banking products and services, and the ability to explain these to customers
Excellent interpersonal skills to build and maintain relationships with customers
Ability to quickly learn and adapt to new banking systems and procedures
High level of accuracy and attention to detail, especially when handling customer data
Strong problem-solving skills to resolve customer issues efficiently and effectively
Ability to work effectively both independently and as part of a team
Willingness to participate in ongoing training and development opportunities to enhance skills and knowledge in the banking sector
Demonstrated commitment to providing exceptional customer service at all times.

What we offer:

Access to top jobs
Competitive compensation and benefits
Free online training
Medical, vision, dental, and life and disability insurance for contract/temporary professionals
Eligibility to enroll in company 401(k) plan for contract/temporary professionals.

Additional Information:

Job Posted:
May 07, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Customer Service Specialist