Customer Experience Specialist

We are looking for a Customer Experience Specialist to join a branch team in Morris Plains, New Jersey in a contract role with the potential to become permanent. This position is ideal for someone who enjoys helping customers, handling financial transactions with accuracy, and creating a positive service experience in a fast-moving environment. The role combines day-to-day member support, transaction processing, account assistance, and careful record maintenance while upholding branch policies and service standards.

Responsibilities:

• Provide attentive front-line support by understanding member questions, clarifying account and service options, and delivering accurate guidance tailored to individual needs.

• Address everyday service issues efficiently and escalate more advanced concerns when necessary to ensure timely resolution and a strong customer experience.

• Handle cash and check activity with precision, including receiving, verifying, and distributing funds in accordance with established balancing and control procedures.

• Complete routine financial transactions such as deposits, withdrawals, transfers, loan payments, and money orders while maintaining accuracy and compliance.

• Support account servicing activities by assisting with opening, updating, and closing deposit products and ensuring all required documentation is properly completed.

• Maintain organized and accurate records related to transactions, service requests, and account activity, including timely preparation of forms and internal documentation.

• Contribute to daily branch operations by balancing assigned work, researching discrepancies, and assisting with opening or closing tasks as needed.

• Promote appropriate products and services by identifying customer needs and recommending solutions that align with their financial goals.

• Follow security, privacy, and regulatory requirements consistently, and report unusual activity or operational concerns to help maintain a secure branch environment.

Qualifications:

• High school diploma or equivalent required; additional education in business, finance, or a related field is an advantage.
• At least 1 year of experience in customer service, banking, retail banking, cash handling, or a similar service-focused setting.
• Strong verbal and written communication skills with the ability to interact professionally with customers and team members.
• Comfortable managing multiple tasks in a fast-paced environment while maintaining accuracy and service quality.
• Experience using web-based systems, multiple browser windows, and email for day-to-day communication and service support.
• Ability to handle confidential information responsibly and follow established operational and compliance procedures.
• Proven attention to detail when processing transactions, maintaining records, and resolving customer concerns.
• Familiarity with customer support environments, including call center service, customer success, or troubleshooting basic connectivity-related issues, is a plus.

Compensation

$19.00-$22.00 Hourly

About Us

TalentMatch^®

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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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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