Client Service Specialist

Job Description:

• At Client, the Client Service Specialist is responsible for managing the client journey to ensure exceptional services are provided with quick and accurate turnaround times.
• This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.

Responsibilities include but are not limited to:

• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
• Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
• Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
• Identity cross sale opportunities to appropriate line of business partners.

Required Skills:

• Extensive knowledge of all bank products, services, policies and procedures.
• Self-starter with the ability to work in a fast-paced environment.
• Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
• High degree of detail orientation.
• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
• Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
• Must be able to multi-task effectively and prioritize workflow.
• Knowledge of Commercial and Corporate Deposit Account Types.
• Knowledge of Treasury Management products, services, core and business online banking platforms.

Required Experience:

• High School diploma or GED with a minimum of 3-5 years of banking experience in customer service or treasury management.

Preferred Experience:

• Bachelor’s degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.