Description We are offering a contract to hire employment opportunity for a Customer Service Representative in the Financial Services industry, based in San Antonio, Texas. This role primarily involves handling customer inquiries and providing exceptional service through various channels. The ideal candidate should have a solid background in call center operations and a strong understanding of customer service protocols within the banking and financial services industry.

Responsibilities:

• Handle incoming customer inquiries and issues via phone calls, online messaging, and chat.

• Provide accurate and timely responses to customer queries, concerns, and requests.

• Utilize customer service software to manage customer interactions effectively.

• Navigate computer systems and databases to access customer information and provide accurate solutions.

• Manage customer interactions across multiple channels, including phone calls, online messaging, and chat, to ensure a consistent and positive customer experience.

• Identify customer needs and concerns, troubleshoot issues, and find effective resolutions.

• Escalate complex problems to the appropriate internal teams and follow up to ensure timely resolution.

• Use administrative skills to document customer interactions and handle information accurately.

• Monitor and manage high-volume call center operations in a fast-paced environment.

• Use Microsoft Office Suites and Microsoft Excel for data entry and other administrative tasks. Requirements • Proven experience in a customer service role within the financial services industry, ideally with at least 3 years of experience.

• Proficiency in using customer service software, with a firm understanding of how to use these platforms to improve the customer experience.

• Demonstrated ability to handle high volume call center operations and thrive in a fast-paced call center environment.

• Experience in handling inbound calls, with skills in managing multi-line phone systems and directing phone calls efficiently.

• Proven ability to resolve customer service issues effectively and efficiently, ensuring customer satisfaction and loyalty.

• Familiarity with banking services, particularly commercial banking, and an understanding of the overall financial services landscape.

• Proficiency in Microsoft Office Suites, particularly Microsoft Excel, and computer data entry.

• Proven ability to handle high-volume data entry tasks with accuracy and attention to detail.

• Excellent administrative skills, with an ability to manage multiple tasks and priorities effectively.

• Strong understanding of call center metrics and how to use them to improve performance and customer experience.

• Commitment to providing exceptional customer service, with a focus on improving customer experience at all touchpoints.

• Knowledge and experience in banking services, particularly commercial banking.

• Familiarity with financial services and their various aspects.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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