Customer Service Specialist

Description

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Customer Service Specialist

Contract: Arizona, Tempe, US

Salary Range: 21.00 - 23.00 | Per Hour

Job Code: 371901

End Date: 2026-10-25
Days Left: 18 days, 3 hours left

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Position Details :

Client: Bank Job title: Customer Service Specialist
Pay Range: $21-$23/hr

Location: Tempe, Arizona, 85288

Duration: 3 - 6 months (Potential for extension + Conversion to Full time employee)

Start Date: ASAP- Apply Now

Work Schedule:

• First month: 5 day onsite for training
• From second month: Tuesday-Thursday: Onsite
• Monday & Friday: Work from home

Summary of Job:

We are seeking a polished and professional Customer Service Specialist Consultant to support a pilot initiative within Customer Service. This role will focus on lead management, customer follow-up, outbound calling, sales support, referral coordination, and pipeline management.

The ideal candidate will have a strong background in sales and customer service, excellent communication skill, a stable career history, and the ability to manage multiple customer interactions while maintaining accurate CRM documentation.

Key Responsibilities:

• Manage assigned customer referrals and maintain an accurate sales pipeline.
• Conduct outbound calls to customers to confirm business needs and determine appropriate next steps.
• Route confirmed leads to dedicated sales consultants.
• Handle inbound customer service calls while supporting the pilot initiative.
• Track customer contact attempts, follow-ups, referrals, and outcomes.
• Schedule customer calls and coordinate handoffs between customers, triage agents, and sales consultants.
• Maintain accurate and detailed CRM records, referral notes, and customer documentation.
• Follow up with customers regarding required documentation, contracts, and signing requirements.
• Support contract validation, underwriting-related activities, and customer activation processes.
• Conduct welcome calls and follow up with customers to help ensure successful activation.
• Maintain manual tracking and status reports using CRM systems and Excel.
• Participate in weekly feedback sessions and provide observations regarding customer interactions and pilot performance.

Required Qualifications:

• Bilingual Spanish/English - MUST HAVE.
• 6+ months of Customer Service, Financial Services, Sales, or Contact Center experience, or equivalent experience through work, consulting, training, military experience, or education.
• Experience in sales, customer service, sales support, or a customer-facing environment.
• Strong verbal and written communication skill.
• Experience with customer follow-up, lead management, or pipeline management.
• Experience using CRM systems to document customer interactions and updates.
• Strong organizational and multitasking skill.
• Excellent attention to detail.
• Ability to manage high-volume customer interactions and follow-ups.
• Professional and polished communication style.
• Ability to work effectively in a structured, fast-paced environment.
• Ability to work onsite Tuesday-Thursday and full-time onsite during the first month of training.

Preferred Qualifications:

• Experience in Financial Services, Banking, Business Banking, Lending, or Client Services.
• Experience with referral coordination, lead assignment, or appointment scheduling.
• Experience supporting underwriting, contract validation, loan processing, or documentation collection.
• Experience managing customer pipelines and tracking conversion activity.
• Experience with manual reporting and status tracking.
• Proficiency with MS Excel.
• Experience working with Sales, Underwriting, Customer Service, or other cross-functional teams.
• Experience in Customer Success, Account Management, Operations Coordination, or Intake/Referral Coordination.
• Demonstrated stable employment history and interest in potential conversion to a permanent position.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually - as applicable.

Job Requirement

• bilingual Spanish/English communication skills
• strong sales and customer service experience
• outbound calling
• lead and pipeline management
• CRM experience
• customer follow-up
• referral coordination
• excellent communication
• multitasking

Reach Out to a Recruiter

• Recruiter
• Email
• Phone
• Soumya Choubey
• View email address on click.appcast.io

Apply Now