Plano, TX, 75026, USA
10 days ago
Customer Service Specialist
Description We are offering a permanent employment opportunity for a Customer Service Specialist in the banking industry, located in Plano, Texas. The workplace is a dynamic environment where you will be handling customer inquiries and maintaining customer records. Responsibilities: • Handling incoming phone calls and addressing customer needs, questions, and concerns • Processing a variety of customer transactions in accordance with bank policies and regulations • Developing good detail-oriented relationships with customers to enhance customer satisfaction and the company's reputation • Conducting select teller transactions such as processing deposits and withdrawals, issuing monetary instruments, and placing stop payments • Opening and processing incoming mail, completing logs, reports, audits, and control checks • Monitoring and processing daily exception files for ACH and inclearing files • Making decisions for rejected items and account research when necessary • Processing manual cash letter or force-post items that cannot be sent electronically • Reviewing large inclearing items and submitting items requiring management review for payment • Performing all requirements for annual escheatment for the bank and its affiliates • Imaging customer documents and performing quality control checks of documents • Practicing security protocols and procedures to protect customer confidentiality and privacy • Assisting branches, retail management, and back-office units when necessary as it relates to item processing or retrieval of items. Requirements • Proficiency in a variety of computer programs, with a focus on CRM and database management systems. • Experience in handling high-volume inbound calls in a detail oriented and effective manner. • Strong ability to assist customers with their inquiries, complaints, or issues, ensuring a high level of customer satisfaction. • Familiarity with banking products and services, and the ability to explain these to customers. • Excellent interpersonal skills to build and maintain relationships with customers. • Ability to quickly learn and adapt to new banking systems and procedures. • High level of accuracy and attention to detail, especially when handling customer data. • Strong problem-solving skills to resolve customer issues efficiently and effectively. • Ability to work effectively both independently and as part of a team. • Willingness to participate in ongoing training and development opportunities to enhance skills and knowledge in the banking sector. • Demonstrated commitment to providing exceptional customer service at all times. 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. 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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