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Client Solutions Specialist

2 months ago


Lewisville, Texas, United States EverBank Full time
Job Summary

We are seeking a highly skilled Client Solutions Specialist to join our team at EverBank. As a Client Solutions Specialist, you will be responsible for providing exceptional client service and support to our clients, ensuring that their needs are met and exceeded.

Key Responsibilities
  • Provide high-quality service to clients by answering product and service questions, resolving issues, and maintaining ownership of client relationships.
  • Process bank account openings, money movements, and other client transactions in a timely and accurate manner.
  • Maintain accurate and up-to-date client records, including account information and transaction history.
  • Resolve product or service problems in a timely and professional manner, following established policies and procedures.
  • Support continuous improvement by identifying areas for improvement and participating in process enhancements.
  • Protect the organization by following risk management protocols and adhering to regulatory requirements.
Requirements
  • High school diploma or equivalent required; 2+ years of experience in a customer service or banking environment preferred.
  • Excellent communication and problem-solving skills, with the ability to work in a fast-paced environment.
  • Ability to maintain confidentiality and handle sensitive client information.
  • Basic computer skills and proficiency in Microsoft Office applications.
What We Offer

EverBank offers a comprehensive benefits package, including health, wellness, and work-life offerings, as well as opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.