Demo

Customer Service Representative

TEST 1HL
Pleasanton, CA Full Time
POSTED ON 11/19/2025
AVAILABLE BEFORE 1/18/2026

About the Role:

As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients in the banking and nonbank credit intermediation industry. You will be the first point of contact for our customers, and your primary goal will be to ensure their satisfaction with our services. Your ability to work in a fast-paced environment, communicate effectively both verbally and in writing, and resolve customer inquiries and problems will be critical to your success in this role. You will be expected to maintain positive relationships with our customers, manage their accounts, and process their orders with accuracy and efficiency.

Minimum Qualifications:

  • High school diploma or equivalent
  • 1 years of experience in customer service
  • Excellent verbal and written communication skills
  • Ability to work in a fast-paced environment
  • Strong problem-solving skills

Preferred Qualifications:

  • Associate's or Bachelor's degree in a related field
  • Experience in the banking or financial industry
  • Bilingual in English and Spanish
  • Experience with CRM software

Responsibilities:

  • Answering customer inquiries via telephone and email
  • Resolving customer problems and complaints
  • Managing customer accounts and processing orders
  • Maintaining accurate records of customer interactions
  • Collaborating with other departments to ensure customer satisfaction

Skills:

In this role, you will use your strong verbal and written communication skills to effectively communicate with customers and colleagues. Your ability to work in a fast-paced environment and solve problems will be essential to your success. You will also need to be proficient in managing customer accounts and processing orders with accuracy and efficiency. Additionally, any experience in the banking or financial industry, as well as proficiency in CRM software, will be beneficial to your performance in this role.

Salary : $35,000 - $50,000

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