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Client Support Specialist

2 months ago

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

Location
Corporate Headquarters

Employment Type
Full-Time

Category
Customer Support

Position Summary

The Client Support Specialist plays a crucial role in delivering exceptional service to our clientele by leveraging comprehensive knowledge of our offerings. This position involves engaging with customers to address inquiries, resolve issues, and manage complaints through various communication channels including face-to-face interactions, phone calls, emails, and online chats.

Key Responsibilities
  • Ensure compliance with relevant banking regulations and internal policies.
  • Utilize problem-solving skills and experience to effectively address customer grievances.
  • Assist clients with transaction verifications, account transfers, statement inquiries, and dispute resolutions.
  • Provide support for online banking services and bill payment inquiries.
  • Manage documentation for customer disputes regarding unauthorized transactions.
  • Collaborate with account representatives on signature card inquiries.
  • Verify and update customer address changes as necessary.
  • Reach out to clients regarding returned mail.
  • Conduct regular audits for mail holds and signature cards.
  • Monitor and manage dormant account protocols.
  • Provide relief for switchboard operations as required.
  • Maintain consistent attendance and punctuality.
  • Foster a cooperative work environment.
  • Be available for overtime as needed.
  • Perform additional duties as assigned that align with the job classification.
Required Skills and Qualifications
  • Exemplary customer service skills both in-person and over the phone.
  • Professional demeanor when interacting with colleagues.
  • Sound judgment in providing customer information.
  • Proficient in operating standard office equipment.
  • Ability to engage effectively with customers and staff from various departments.
  • Strong teamwork capabilities.
  • Adaptability to technological advancements and application of new knowledge.
  • Commitment to maintaining high-quality customer service under challenging conditions.
Work Environment
  • Requires significant computer use, leading to potential eye strain.
  • Fast-paced office setting with varying noise levels and occasional distractions.
Physical Demands
  • Occasional lifting of office supplies and equipment weighing over 10 pounds.
  • Frequent use of computers, calculators, copiers, printers, and other office machinery.
  • Ability to remain seated for extended periods while processing tasks and assisting clients.