Customer Service Representative

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

One of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

  • 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 involve cross selling or up selling of other financial products
  • Handles customer calls with somewhat more complexity
  • Generally, has more than 1 year of experience

This position has an initial contract of 6 to 12 months contract in the Brea, CA. Must meet qualifications to be considered. 

About this role

Summary

Assist customers with account questions, troubleshooting, and cross-selling financial products

Job title

Customer Service Representative

Experience level

more than 1 year

Industry

finance

Location requirements

Brea, CA, on-site, no remote work specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communication

Preferred skills

None specified

Specializations

bankingfinancial products
Locations

Structured locations inferred from the posting.

Brea, CA, USA

On-site City