Client Support Specialist in St Petersburg FL/Fairfield NJ/NY,NY

2 days ago

St Petersburg FL, United States Employvision Inc. Full time

Job Description:

  • At Client, the Client Service Specialist is responsible for managing the client journey to ensure exceptional services are provided with quick and accurate turnaround times.
  • This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.

Responsibilities include but are not limited to:

  • Identify customer needs and take proactive steps to maintain positive experience.
  • Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
  • Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
  • Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
  • Identity cross sale opportunities to appropriate line of business partners.

Required Skills:

  • Extensive knowledge of all bank products, services, policies and procedures.
  • Self-starter with the ability to work in a fast-paced environment.
  • Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
  • High degree of detail orientation.
  • Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
  • Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
  • Must be able to multi-task effectively and prioritize workflow.
  • Knowledge of Commercial and Corporate Deposit Account Types.
  • Knowledge of Treasury Management products, services, core and business online banking platforms.

Required Experience:

  • High School diploma or GED with a minimum of 3-5 years of banking experience in customer service or treasury management.

Preferred Experience:

  • Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.

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