Banking Client Services Specialist

2 weeks ago

New York, New York, United States InfiCare Technologies Full time
Job Overview

Greetings,

We are excited to present an opportunity for a Banking Client Services Representative to be part of a prestigious financial institution. Below is a detailed overview of the position and its requirements.

Position Title: Client Services Representative - Banking

Employment Type: Full-Time, Permanent

Work Location: New York City, NY or SFO, CA (Onsite)

Role Summary:

The primary focus of this role is to deliver exceptional customer support by assisting with account creation, data migration between platforms, facilitating documentation collection, and managing back-office coordination within a well-respected banking organization.

Required Experience:

A minimum of 5 years of experience in a Junior Banking or Relationship Specialist role, or as a seasoned Call Center Professional with a track record of servicing high-net-worth clients.

Key Functional Skills:

  • Proven experience in client-facing roles, particularly in delivering high-touch service.
  • Expertise in relationship management.
  • Ability to create client engagement scripts and supplementary materials.
  • Conduct client outreach through calls, emails, and meetings, while managing reporting and tracking.
  • Provide Level 1 triage and assist with help desk coordination, including support for top-tier clients.
  • Monitor surge support needs and forecast requirements on a monthly basis.
  • Collaborate with the client training team to develop training materials and conduct sessions.

Technical and Non-Technical Skills:

  • Comprehensive knowledge of Treasury Management and Payment Products.
  • Ability to simplify and articulate complex technical processes.
  • Hands-on approach with a strong analytical mindset.
  • Excellent verbal and written communication skills in English.
  • Attention to detail with a proactive approach.
  • Strong interpersonal skills, ensuring effective collaboration for client satisfaction.
  • Dependable problem-solving abilities and consistent results.
  • In-depth understanding of online banking products, processes, and policies.
  • Experience in managing diverse client interactions, including technical support and account setup guidance.
  • Patience and expertise in assisting clients with varying levels of technical proficiency.
  • Ability to resolve customer inquiries and escalate service-related issues to management as necessary.
  • Strong organizational skills alongside excellent communication and technical capabilities.
  • Previous help desk experience is advantageous.

Thank you for considering this opportunity.

InfiCare Technologies

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