Client Services Specialist

6 days ago


Johnston, United States Citizens Full time

Description

As a successful member of Commercial Operations, you will be asked to meet and exceed department service and quality standards, while maintaining consistent levels of communication with external customers and colleagues. Specialist will perform root cause analysis to identify potential solutions and process improvement opportunities for recurring service issues. In addition, they will support the implementation of solutions that will ultimately improve Service Level, decrease operational effort, and increase the overall client experience.

You will also be responsible for (but not limited to) the following:

+ Serve Cash management, ACH and Commercial Card customers via request received by telephone, Chat or email.

+ Research and train clients on all products offered.

+ Independently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels.

+ Diagnose, prioritize, resolve and/or escalate all technical, system, or procedural issues.

+ Partner with various operational support staff in the reconciliation of client problems while attempting to limit future occurrences.

+ Proactively advise management of impending problems or obstacles to meeting service standards.

Qualifications

Candidates must possess excellent verbal/written, time management, ability to multitask, interpersonal skills. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.

+ 5 Years of customer service and Call Center experience; banking experienced preferred

+ Excellent phone communication and listening skills

+ Ability to prioritize and manage daily workload

+ Ability to multi-task and work independently in a fast-paced work environment

+ Computer proficiency and acumen

+ Self-motivated attitude with a desire to succeed

+ Analytical skills and the ability to recognize trends (Ability to exercise considerable independent judgment and attention to detail)

Education

High School (GED Equivalent), Bachelors Degree preferred.

40 Hours

12:00pm-4:00pm Tuesday - Saturday (including Holidays)

Sunday & Monday off

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.



  • Johnston, United States Keeling Wealth Advisors Full time

    Summary The Client Service Specialist role is client centric and responsible for delivering the Keeling Wealth Advisors client experience within the practice while ensuring service standards are being met, improved, and exceeded. It includes handling client casework, scheduling, and actively interacting with and building relationships with our clients....


  • Johnston, United States Keeling Wealth Advisors Full time

    SummaryThe Client Service Specialist role is client centric and responsible for delivering the Keeling Wealth Advisors client experience within the practice while ensuring service standards are being met, improved, and exceeded. It includes handling client casework, scheduling, and actively interacting with and building relationships with our clients....


  • Johnston, United States Keeling Wealth Advisors Full time

    SummaryThe Client Service Specialist role is client centric and responsible for delivering the Keeling Wealth Advisors client experience within the practice while ensuring service standards are being met, improved, and exceeded. It includes handling client casework, scheduling, and actively interacting with and building relationships with our clients....


  • Johnston, United States Citizens Financial Group, Inc. Full time

    As a successful member of Commercial Operations, you will be asked to meet and exceed department service and quality standards, while maintaining consistent levels of communication with external customers and colleagues. Specialist will perform root Client Service, Specialist, Part-Time, Operations, Banking, Business Services


  • Johnston, United States Citizens Financial Group, Inc. Full time

    Citizens Financial Group, Inc. is one of the nations oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understand Client Service, Brokerage, Management, Wealth, Specialist, Broker, Retail


  • Johnston, United States Citizens Full time

    Job Title:Citizens Financial Group, Inc. is seeking a highly motivated and customer-focused Brokerage Client Service Specialist to join our team.Job Summary:This role provides an excellent opportunity for candidates to gain a deeper understanding of Wealth Management Investment products and deliver exceptional customer service experience in our Contact...


  • Johnston, United States Citizens Financial Group, Inc. Full time

    Citizens Financial Group, Inc. is one of the nations oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understand Client Service, Brokerage, Wealth, Specialist, Call Center, Broker, Retail


  • Johnston, United States Citizens Full time

    Description Citizens Financial Group, Inc. is one of the nations oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...


  • Johnston, United States Citizens Full time

    Job DescriptionDescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer...


  • Johnston, United States Citizens Full time

    DescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...


  • JOHNSTON, United States Citizens Full time

    DescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...


  • Johnston, United States Citizens Full time

    DescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...


  • Johnston, United States Citizens Full time

    Job DescriptionDescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer...


  • Johnston, United States Citizens Financial Group, Inc. Full time

    Description Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...


  • Johnston, United States Citizens Financial Group, Inc. Full time

    Description Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...


  • Johnston, United States Citizens Full time

    Description Citizens Financial Group, Inc. is one of the nations oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...


  • Johnston, United States Citizens Full time

    DescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...


  • Johnston, United States Citizens Full time

    Job DescriptionDescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer...


  • JOHNSTON, United States Citizens Full time

    Description Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer...


  • JOHNSTON, United States Citizens Full time

    DescriptionCitizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Citizens Securities Inc. helps its customers reach their potential by listening to them and understanding their needs to offer tailored advice, ideas, and solutions. In Consumer Banking, Citizens...