Customer Experience Specialist

We are looking for a customer-focused Customer Experience Specialist to support a financial institution in Rancho Cucamonga, California through a Contract assignment. This opportunity is well suited for someone who is comfortable managing high-volume customer interactions, handling transactions with precision, and delivering attentive service in a fast-paced branch environment. The role includes training and offers the chance to contribute to daily branch operations while helping members with routine financial needs.

Responsibilities:

• Manage customer transactions such as deposits, withdrawals, payment processing, and check-related requests with a high level of accuracy.

• Balance and safeguard cash throughout the day, ensuring drawer totals remain correct and discrepancies are addressed promptly.

• Assist customers with account-related questions, service requests, and basic problem resolution in a courteous and friendly manner.

• Review transaction details carefully to confirm compliance with branch procedures, regulatory standards, and internal controls.

• Identify opportunities to introduce relevant financial products or services based on customer needs and branch guidelines.

• Protect sensitive customer and account information by following confidentiality and security expectations at all times.

• Support day-to-day branch activities, including administrative tasks and additional operational duties as needed.

• Communicate clearly with customers across in-person, phone, and email interactions while navigating multiple systems efficiently.

Qualifications:

• Previous experience handling cash in a cash-handling setting is required; banking or credit union experience is helpful but not mandatory.
• Strong accuracy and attention to detail when processing transactions and maintaining records.
• Demonstrated ability to provide high-quality customer service in a fast-moving environment.
• Clear verbal and written communication skills, including comfort with email correspondence and customer interactions.
• Dependable attendance and a consistent, reliable approach to daily responsibilities.
• Ability to manage several tasks at once while using multiple browser-based systems and tools.
• Willingness to complete training and quickly learn branch procedures, service standards, and transaction workflows.

Compensation

$20.90-$24.20 Hourly

About Us

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