Customer Service Representative

Brea, CA, us on site Until 8/21/2026 First posted February 24, 2026 Last posted February 24, 2026
Job description

Position Details:

· Assists customers with questions or issues regarding their accounts received via phone and/or correspondence.

· Calls are predominantly routine but may require deviation from standard screens, scripts, and procedures.

· Uses computerized system for tracking, information gathering, and/or troubleshooting.

· Requires advanced knowledge of the organization, products and/or services.

· Must have good communication and problem-solving skills.

· May research issues or transfer to a research function.

· May involves cross selling or up selling of other financial products.

· Handles customer calls with somewhat more complexity.

· Generally, has more than 2 years of experience.

The bank is closed on Labor Day, Veterans Day, Thanksgiving, Christmas and New Year’s Day. All contractors will be expected to work all other days of the week.

Testing Required:

• Typing Test - 30 wpm

• Customer Service Mindset - 80%

Education Required:

• High school diploma, GED, or equivalent certification

Background & Experience Required:

• Must have 2 years recent call center experience

All your information will be kept confidential according to EEO guidelines.

About this role

Summary

Assist customers with account issues via phone, requiring communication and problem-solving skills.

Job title

Customer Service Representative

Experience level

more than 2 years

Industry

finance

Location requirements

Brea, CA, US; remote not specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communicationproblem-solvingtyping

Preferred skills

None specified

Specializations

call centerfinancial productscustomer service
Locations

Structured locations inferred from the posting.

Brea, CA, USA

On-site City