Client Care Specialist

About This Role

This Client Care Specialist role focuses on providing a high level of client service and a professional banking experience. The specialist will handle transactions and service requests, responding to inquiries and ensuring efficient and effective resolution for clients and business partners.

Responsibilities

• Display a high level of client service, providing a professional, prompt, and accurate banking experience
• Perform transactions and service requests in accordance with established policies and procedures
• Assess and respond to inquiries from both clients and internal and external business partners
• Multitask with accuracy, toggling between multiple systems and engaging clients, while responding to questions and/or communicating resolutions
• Proactively contact clients, review reporting, or perform other operational processes or controls as needed
• Set client expectations, recommend appropriate products and services, and mitigate risk
• Research and document client requests thoroughly and escalate issues when appropriate
• Accurately and efficiently process transactions, responding to client inquiries or requests with resourceful and effective client-centric communication
• Accept ownership of issues through resolution of all client inquiries either in-person or by using telephone, email, and written correspondence including any additional follow-up
• Meet or exceed service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency

Requirements

• 1+ years of experience in Customer Service, Branch Banking Operations, Treasury Management Service or similar field
• High school diploma
• Entry level knowledge of general banking, loans, treasury management and other commercial banking products and services
• Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
• Advanced speaking and writing communication skills

Qualifications

• High school diploma required
• 1+ years of related experience in Customer Service, Branch Banking Operations, Treasury Management Service or similar field.

Nice to Have

• Experience working in a call center or cash handling

Skills

* Required skills

Benefits