Customer Service Representative

We are looking for a customer-focused, detail-oriented individual to support members of a financial services organization in Long Beach, California. This Long-term Contract position is ideal for someone who can guide clients through account services, lending inquiries, and product education while delivering a high standard of care. The role combines relationship building, administrative accuracy, and regulatory awareness to help members make informed financial decisions.

Responsibilities:
• Assist members with opening and maintaining a variety of accounts, including specialized account types, while ensuring documentation is complete and accurate.
• Speak with members to assess financial needs and recommend suitable banking and lending solutions based on their goals.
• Clarify account terms, product features, disclosures, and loan information in a way that is easy for members to understand.
• Conduct conversations with members regarding consumer and real estate borrowing needs and gather the information required to move applications forward.
• Review application details such as credit background, income, debt obligations, and collateral information to support sound loan processing.
• Prepare and process loan files in alignment with company procedures and applicable regulatory standards.
• Coordinate supporting items for secured loans, including title-related documentation and insurance verification.
• Promote relevant financial products such as retirement accounts, credit cards, certificates, and protection offerings through service interactions and follow-up outreach.
• Participate in outbound calling, membership campaigns, and community-facing efforts that help expand client relationships and business presence.
• Maintain compliance with internal controls, security practices, licensing expectations, and state and federal requirements, including active notary and registration status when required.

Qualifications:

Compensation

$22.16-$25.66 Hourly

About Us

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­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.

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Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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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