Customer Service Representative

Description 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...

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