Customer Experience Specialist

Responsibilities

• Provide responsive support to members by clarifying account details, explaining available services, and guiding them toward appropriate solutions.
• Handle everyday financial transactions such as deposits, withdrawals, transfers, loan payments, and money orders with a strong focus on precision.
• Manage cash and check activity in accordance with established balancing practices, internal controls, and security expectations.
• Open, update, and close member accounts while confirming that all required forms and supporting documentation are complete and accurate.
• Identify routine service issues, resolve them efficiently, and elevate more complex concerns to the appropriate team for follow-up.
• Maintain organized records related to transactions, account activity, and service requests to support accurate branch documentation.
• Aid with daily operational tasks, including cash drawer reconciliation and branch opening or closing duties when assigned.
• Follow branch policies, privacy standards, and regulatory requirements while helping promote a secure and compliant environment.

Requirements

• At least 1 year of experience in customer service, banking, retail banking, cash handling, or a similar service-driven setting.
• High school diploma or equivalent required; additional education in business, finance, or a related area is helpful.
• Strong verbal and written communication skills with the ability to interact professionally with members and coworkers.
• Comfort using multiple browser windows, email, and other digital tools in a fast-paced work environment.
• Ability to manage transactions accurately, maintain confidentiality, and pay close attention to detail.
• Experience assisting customers with service questions, issue resolution, or account-related concerns.
• Ability to recognize customer needs, stay organized under pressure, and provide dependable support throughout the day.

Qualifications

High school diploma or equivalent required; additional education in business, finance, or a related area is helpful.

Skills

• Customer service
• Banking
• Retail banking
• Cash handling
• Financial transactions
• Account management
• Operational support
• Branch operations

Benefits

TalentMatch® Robert Half offers competitive compensation and benefits, including medical, vision, dental, and life and disability insurance. Contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.com/benefits for more information.

Pay

Compensation and benefits are competitive and depend on experience and qualifications.

Schedule

The schedule for this role is typically full-time, but may vary based on the specific needs of the employer.