Client Relationship Specialist II
2 weeks ago
This position operates in a hybrid environment, requiring a blend of in-office and remote work.
We seek candidates who are located within a reasonable commuting distance to our offices.
As the primary liaison for addressing commercial client inquiries, you will handle a variety of requests including account setup, account management, transaction inquiries, and technical assistance. Additionally, you may provide client training and promote the use of online tools.Requests will come through multiple channels, and you will resolve them by researching, executing, or escalating issues based on established guidelines.
You will be responsible for enhancing the client experience by delivering accurate and timely solutions. You will perform your duties with minimal supervision while ensuring compliance with all regulations, procedures, and policies. You may also serve as a mentor for new team members and identify areas for process improvement. Collaboration with colleagues to determine the root causes of inquiries and explore solutions is essential.The typical schedule for this role is Monday to Friday, covering the closing shift.
ResponsibilitiesDaily Operations: Provide client support for onboarding and servicing tasks received through various channels, addressing inquiries that range from general to moderately complex, including assistance with banking products and technical support.
Response Formulation: Under limited supervision, you will create responses or take action that may resolve inquiries during the first contact or require further research and escalation to internal partners. Problem-solving will be guided by established precedents, and you may recommend additional actions or banking products.
Subject Matter Expertise: Identify and suggest potential process enhancements. Offer direct support to clients and guide junior team members as necessary. A Client Service Specialist II will handle more complex inquiries beyond routine requests.
Collaboration: Assist in the Document Management process by creating and maintaining job aids and procedures. Participate in meetings and special projects as assigned by management.
QualificationsA Bachelor’s Degree with at least 1 year of experience in banking, financial services, customer service, or operations support, or a High School Diploma/GED with 5 years of relevant experience.
Preferred Education: A Bachelor’s degree may be considered equivalent to 2 years of overall experience.
Preferred Qualifications: Experience in an inbound call center, supporting commercial banking clients, and possessing strong written and verbal communication skills.
First Citizens Bank offers a comprehensive benefits program for full-time associates, designed to support various life needs.
For more information regarding our benefits offerings, please refer to our official resources.
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