Job Overview
Our client currently looking for Client Services Specialist
Responsibilities:
- Front line client service support
- Provide phone support to client(s) via inbound calls
- Must exercise discretion on matters of significance to both the client and the bank; This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client
- Provide website navigation and low-level technical support
- Complete client requests in a timely manner that’s governed by our established service level agreements
- Process monetary transactions for customer accounts
- Process account maintenance/updates & corrections on IBS
- Provide research assistance and information to customers
- Resolve customer disputes by using knowledge of bank policies and procedures
- Performs other duties and projects as assigned
Requirements
- High School diploma/GED or equivalent
- Associate’s degree preferred
- 3-5 years of work experience in Financial Institutions
- 2-3 years of work experience in Banking Branch preferred
- 1-2 years of work experience in Customer Service preferred
- 1-2 years of work experience in Call Center preferred
- HOA Banking experience preferred
- Strong understanding of HOA Client Service and Bank’s policy & procedures
- Possess strong discernment and be risk adverse, when processing client monetary requests
- Extremely knowledgeable on banking processes, chargebacks and returns preferred.
- Strong knowledge of the Bank’s services and products for client support
- Must possess overwhelming curiosity of understanding the mechanics of HOA business and exploring solutions for our clients
- Relentless follow up and prioritization skill set is required
- Great communication skills (verbal and written) to communicate research findings to clients on remittance or depository items
- Must be able to handle tight deadlines on requests, specifically fraud intake requests
- Able to complete work daily under tight deadlines
- Branch teller skills
- Great multi-tasker
- Ability to communicate appropriately and effectively with all members of the organization
- Highly self-motivated and ability to work independently
- Proven analytical, evaluative, and problem-solving abilities
- Ability to handle multiple projects and work in a collaborative setting
- Amazing interpersonal skills, team player
- Strong proficiency with MS Office suite required (MS Word, Excel and PowerPoint)
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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