Senior Client Service Specialist

6 days ago


Phoenix, Arizona, United States First Citizens Bank Full time
Job Summary:

This role acts as the primary contact for servicing commercial client requests on the Client Onboarding team. The ideal candidate will have a strong understanding of banking and financial services, as well as excellent customer service skills.

Key Responsibilities:
  • Provide client support for onboarding and servicing activities, including resolving general to moderately complex inquiries and providing technical support.
  • Formulate responses or implement actions under limited supervision to resolve inquiries, which may result in the recommendation of additional action and/or bank products or programs being implemented.
  • Identify and recommend potential process improvements, and provide direct support and guidance to CSS I's as needed.
  • Support the Document Management process through the creation and maintenance of job-aids/procedures, and participate in meetings and special projects as assigned by management.
Requirements:
  • Bachelor's Degree and 1 year of experience in Banking/Financial Services, Customer Service or Operations Support, or High School Diploma or GED and 2 years of experience in Banking/Financial Services, Customer Service or Operations Support.
  • Attention to detail, ability to collaborate amongst various teams internally, knowledge in KYC, and experience with a relationship/ticket management system are preferred.


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