Customer Service Rep 1 in Santa Maria, CA at Volt

Date Posted: 8/12/2019

Job Snapshot

  • Employee Type:
  • Job Type:
  • Duration:
    24 weeks
  • Date Posted:
  • Job ID:
  • Pay Rate
    $14.0 - $15.0/Hour
  • Contact Name
    Volt Branch
  • Phone

Job Description

Volt Workforce Solutions is actively looking for Customer Service Reps to work for a large banking entity in Santa Maria, CA. Full-Time and Part-Time positions available.

The Customer Service Representative is responsible for servicing the financial needs of clients through all Customer Care communication channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provides outstanding customer experience by consistently providing premier customer service and professional resolution of problems/issues. Performs calls and chats and completes transactions in compliance with regulatory and bank policies and procedures with adherence to bank security policies and confidentiality of bank records and customer information.

Job Duties

Responsibilities will include and are not limited to the following:

  • Supports the contact of bank customers and prospects through phone or electronic and chat channels to market an array of financial products and services.
    • May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments.
    • Utilizes chat library and other tools to communicate with customers in accordance with the bank compliance and other processes. Meets required referral goals per day or work shift. Identifies cross-selling opportunities and recommends other banking products to existing customers.
  • Provides telephone support for customers requiring assistance with both traditional and electronic banking products. Uses effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs.
    • Maintains a solid understanding of the products and services being offered. Uses judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact.
    • Collects information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Completes research and resolves documentation errors or discrepancies.


  • High School diploma or equivalent required. 
  • Minimum of 2 years as a call center representative with referral and service functions, or customer service representative or financial services representative in a financial institution, with demonstrated communication skills and telephone aptitude.
  • Good knowledge of bank operations, retail banking products, and banking regulations pertaining to financial transactions is highly preferred.
  • Possess excellent human relations and communications skills.
  • Possess friendly demeanor, can-do attitude, and willingness to help at all times. 
  • Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call.
  • Able to protect and maintain confidential information.
  • Professional in appearance and in verbal communication.
  • Demonstrate excellent customer service skills.
  • Able to comprehend and interpret Bank policies and procedures. Knowledge of or ability to learn retail products and services.

Reply with your resume or give us a call today!

210 E. Enos Drive, Suite C

Santa Maria, CA 93458


Volt is an Equal Opportunity Employer