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Robert Half

Robert Half is hiring: Branch/Retail Banking Clerk in Pleasanton

Robert Half, Pleasanton, CA, US


Job Description

Job Description

We are offering a contract employment opportunity for a Branch/Retail Banking Clerk in the service industry. The role is based in Pleasanton, California, where the selected candidate will be part of a dynamic team, focusing on processing customer applications, maintaining accurate customer records, and resolving customer inquiries.


Responsibilities:


• Ensure efficient and accurate processing of customer credit applications.

• Maintain comprehensive and up-to-date customer credit records.

• Provide prompt resolution to customer inquiries and concerns.

• Monitor customer accounts and take necessary actions when needed.

• Handle a high volume of inbound calls, providing exceptional customer service.

• Leverage banking software to facilitate transactions and maintain customer accounts.

• Understand and comply with banking regulations during all transactions.

• Assist in collection processes and manage consumer loans when required.

• Support the team in achieving sales, service, and operational goals.

• Stay updated with changes in products, services, consumer protection laws, and policies.

• Demonstrated proficiency in the use of banking software

• Experience in answering inbound calls in a detail oriented manner

• Knowledge of credit principles and practices

• Awareness of banking regulations and compliance requirements

• Ability to provide high-quality banking services to customers

• Experience working in a call center customer service environment