Customer Service Specialist - AZ, TX

Job#: 3044896

Job Description:

Job Title: Customer Service Specialist

Location: Tempe, AZ or Dallas, TX

Work Arrangement: Hybrid (3 Days Onsite: Tuesday-Thursday; Monday & Friday WFH)

Training Requirement: 5 Days Onsite During First Month

Contract Length: 3 Months Initial Contract (Expected Extension to 6+ Months; Potential FTE Conversion)

Pay Rate: $23.00 - $24.00/hr (OT40)

Note: We are not able to consider C2C or third-party submissions

Job Summary

In this role, you will participate in low-complexity Customer Service initiatives supporting a business banking referral and lead management pilot program. The Customer Service Specialist will serve as a triage resource responsible for validating customer needs, managing referral pipelines, coordinating handoffs to sales consultants, and ensuring accurate documentation throughout the customer engagement process. This position requires customer service skills, follow-up discipline, and the ability to maintain detailed records while working within an established workflow and referral management process.

Key Responsibilities

• Receive and manage assigned customer referrals.
• Contact customers to validate and confirm business needs.
• Make outbound calls to customers regarding referral opportunities.
• Route qualified and confirmed leads to dedicated sales consultants.
• Maintain accurate referral pipeline records and track all customer contact attempts.
• Record detailed and accurate customer notes in CRM systems.
• Schedule appointments and callbacks between customers and sales consultants.
• Support customer follow-up related to documentation and account activation.
• Participate in pilot feedback sessions and process improvement discussions.

Required Qualifications

• 6+ months of experience in Customer Service, Financial Services, or a Contact Center.
• Experience managing customer pipelines, referrals, or lead follow-up activities.
• Proficiency in outbound calling and customer follow-up.
• Experience with documentation, CRM management, and note-taking.
• Organizational and multitasking capabilities.

Preferred Qualifications

• Bilingual Spanish language skills.
• Experience in Business Banking.
• Previous experience in Sales Support.
• Background in Loan Processing or Underwriting support.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Tempe, AZ, US

Job Type:

Date Posted:

August 3, 2026

Pay Range:

$23 - $24 per hour

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