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Client Support Specialist

2 months ago

Midland, Texas, United States Community National Bank Full time
Job Overview

Location
Headquarters

Employment Type
Full Time

Category
Customer Service

Position Summary

The Client Support Specialist plays a crucial role in delivering exceptional customer service by leveraging in-depth knowledge of the bank's offerings. This position involves engaging with clients to address inquiries, resolve issues, and provide assistance through various communication channels including phone, email, and chat.

Key Responsibilities
  • Ensure compliance with relevant banking regulations and internal policies.
  • Utilize problem-solving skills to effectively handle customer complaints.
  • Assist clients with account verifications, transfers, statement inquiries, and disputes.
  • Address customer questions related to online banking and payment services.
  • Manage documentation for customer disputes and unauthorized transactions.
  • Support account representatives with inquiries regarding signature cards.
  • Verify and update customer address changes as needed.
  • Reach out to clients when mail is returned to the bank.
  • Conduct regular audits for mail holds and signature cards.
  • Monitor procedures for dormant accounts.
  • Provide relief for switchboard operations when necessary.
  • Maintain consistent attendance and punctuality.
  • Collaborate effectively with team members.
  • Be available for overtime as required.
  • Perform additional duties as assigned within the scope of the role.
Required Skills and Competencies
  • Exemplary customer service skills in both verbal and written communication.
  • Professional demeanor when interacting with colleagues.
  • Sound judgment in handling customer information.
  • Proficiency in operating standard office equipment.
  • Ability to interact effectively with customers and other departments.
  • Team-oriented mindset.
  • Adaptability to technological advancements and new processes.
  • Capability to maintain high service standards under challenging conditions.
Work Environment
  • Requires significant computer use, which may lead to eye strain.
  • Fast-paced office setting with potential distractions.
Physical Demands
  • Occasional lifting of office supplies and equipment weighing over 10 pounds.
  • Frequent use of computers, calculators, copiers, and printers.
  • Ability to remain seated for extended periods while assisting clients.