We are looking for an experienced Customer Service Representative to support clients in Stockton, California through responsive, detail-oriented service in a fast-paced banking environment. This Long-term Contract position is ideal for someone who enjoys handling customer inquiries, maintaining accurate account records, and using sound judgment when addressing sensitive requests. The right candidate will be comfortable working with phone-based interactions and digital tools while delivering dependable support to business clients.
Responsibilities:
• Manage incoming and outgoing customer calls, providing timely assistance and clear follow-up on service-related questions.
• Record client interactions accurately in the organization’s system, including notes, status updates, and scheduled follow-up activities.
• Maintain customer records by updating account details and routing issues to the appropriate internal contact when additional support is needed.
• Assist with order entry and related service requests while ensuring information is complete and processed correctly.
• Use spreadsheets, shared calendars, video conferencing platforms, and web-based applications to coordinate daily customer service tasks.
• Recognize situations involving confidential or sensitive information and guide clients to approved secure submission methods when necessary.
• Escalate inquiries related to pricing, approvals, funding, or other specialized matters to the proper team for resolution.
• Prior experience in customer service, call center support, or a similar client-facing role is required.
• Ability to document conversations, schedule follow-ups, and maintain accurate records within a CRM or comparable platform.
• Comfortable handling inbound and outbound calls in an attentive and efficient manner.
• Proficiency with common business technology, including spreadsheets, calendars, virtual meeting tools, and online systems.
• Strong attention to detail and the ability to manage sensitive information with discretion.
• Sound decision-making skills with the ability to identify when an issue should be escalated.
• Experience in business banking, payroll, SaaS, staffing, or another B2B service environment is preferred.
• Bilingual English and Spanish communication skills are a plus.
Please contact Robert Half at for immediate consideration.
