Customer Service Representative

Customer Service Representative / Triage Support Specialist

Location: Tempe, AZ, 85282

Schedule: Hybrid | Tuesday–Thursday Onsite | Monday & Friday Remote

Training: First month fully onsite (5 days/week)

Duration: 6-Month Contract with Potential Extension or Conversion

Overview

We are seeking customer-focused professionals to support an exciting pilot initiative within a fast-paced financial services environment. This role combines customer service, pipeline management, referral coordination, and sales support responsibilities. The ideal candidate is highly organized, detail-oriented, and comfortable handling inbound/outbound customer communication while working across multiple systems and teams.

This is an excellent opportunity for candidates with customer service, banking, financial services, or contact center experience looking to grow within a large corporate organization.

Key Responsibilities

Customer Service & Client Support

• Handle inbound and outbound customer interactions professionally and efficiently
• Contact customers to confirm business needs and gather required information
• Route qualified referrals to dedicated sales consultants for next steps
• Provide excellent customer service while maintaining professionalism and accuracy
• Support Spanish-speaking customers when applicable

Pipeline & Referral Management

• Track customer contact attempts and maintain accurate referral records
• Schedule follow-up calls and coordinate handoffs between teams
• Maintain detailed and organized notes within internal systems
• Monitor referral status and ensure timely customer follow-up

Sales & Operational Support

• Assist with callbacks, documentation follow-ups, and customer onboarding activities
• Support contract validation and underwriting coordination
• Conduct welcome calls to ensure successful activation and customer satisfaction
• Collaborate with internal teams to improve workflow efficiency and customer experience

Pilot Program Participation

• Participate in weekly feedback sessions regarding pilot performance and process improvements
• Help identify workflow challenges and operational opportunities
• Support tracking and reporting efforts related to conversion rates and referral outcomes
• Adapt to process changes as the pilot evolves

Qualifications

• 6 months of experience in:
• Customer Service
• Contact Center / Call Center
• Financial Services
• Banking Support
• Sales Support or related experience
• Strong verbal and written communication skills
• Excellent organizational and multitasking abilities
• Comfortable working in a fast-paced, metric-driven environment
• Strong attention to detail and documentation accuracy
• Ability to navigate multiple computer systems simultaneously
• Professional phone etiquette and customer relationship skills
• Bilingual Spanish is highly preferred

Preferred Candidate Backgrounds

• Banking or Credit Union Experience
• Financial Customer Service
• Relationship Banking
• Sales Coordination
• Loan or Mortgage Support
• High-Volume Contact Center Environments