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Client Relations Associate

2 months ago


El Cajon, California, United States BankTalent HQ Full time

At BankTalent HQ, we foster a culture centered around building strong relationships, equipping our associates with the necessary tools, training, and opportunities to cultivate meaningful connections with our clients and each other. Our work environment appreciates the diverse experiences, backgrounds, and perspectives of every associate, promoting a collaborative atmosphere for all employees to flourish.

As a leading financial services provider in California, dedicated to serving our communities, families, and businesses of all sizes, we have established a robust presence over the years. Our commitment to excellence has earned us accolades in various categories, including recognition for 'Best Bank' and 'Best Commercial Bank' from prominent publications.

We are currently seeking a Customer Service Specialist. This position is focused on delivering exceptional and efficient service to our valued banking clients.

Key Responsibilities:

  • Deliver friendly and efficient service to designated banking clients.
  • Manage the setup and ongoing maintenance of client accounts.
  • Investigate, address, and resolve client inquiries and issues.
  • Act as a liaison between the assigned department and other bank divisions to ensure client concerns are effectively managed.
  • Undertake additional tasks or special projects as required.

Work Schedule: Monday - Friday, 8am - 5pm

Qualifications:

  • A High School diploma or equivalent is typically required, along with 4 years of relevant customer service experience.
  • Comprehensive understanding of customer service techniques and practices.
  • Familiarity with operational procedures within the assigned department.
  • Proficient in Word and Excel software applications.

Benefits:

  • Medical, Dental, and Vision Insurance - Effective from Day One
  • Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
  • Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and dependent care options
  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, along with applicable state holidays
  • 401(k) plan with company match, Profit Sharing, and competitive compensation based on experience
  • Mental health support including coaching and therapy sessions
  • Tuition Reimbursement for eligible employees enrolled in accredited degree programs related to business needs, up to $5,250 per calendar year, available upon hire
  • Employee Ambassador preferred banking products

This position offers a competitive base salary ranging from $80,000 to $91,000 annually, depending on relevant experience and qualifications.