Client Service Specialist I

6 days ago

Phoenix, Arizona, United States First Citizens Bank Full time $45,000 - $65,000 per year

Overview
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

We are looking for candidates who live within a commutable drivable distance to our Phoenix, AZ or Cottonwood Heights, UT office.

Acts as the primary contact for the servicing of commercial client requests with a focus on Chat Servicing. Requests may consist of various task types inclusive of account opening, account servicing, bank transaction inquiries, and technical support. May also be responsible for influencing client adoption of online tools. While client requests are received through a variety of contact channels, this role will be primarily focused on supporting our chat channel. Resolutions are generated by navigating, researching, executing, or escalating issues typically guided by precedent and/or established procedures. Accountable for facilitating and positively influencing the client experience by effectively delivering accurate and timely resolutions. Performs assigned functions under regular supervision and ensures adherence to all regulations, procedures, policies, and job-aids.

The schedule for this role is typically Monday-Friday 8:30am-5:30pm PST covering the closing shift (subject to change based upon business needs).

Responsibilities

  • Daily Operations - Provides client support for onboarding and servicing requests received through various channels to inquiries that may be a general or routine bank request or action; assistance with bank products and/or technical support. Formulates responses or implements action under supervision which may result in the inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners. Problem solving is guided by precedent. Solution generation may result in the recommendation of additional action and/or bank products or programs; the execution of account maintenance requests, quality assurance monitoring and account reviews to mitigate risk. Onboard new clients/accounts in adherence to regulatory standards.
  • Collaboration - Participates in meetings, trainings and other duties or special projects as assigned by management.

Qualifications
Bachelor's Degree and 1 year of experience in Banking/Financial Services, Customer Service or Operations Support OR High School Diploma or GED and 2 years of experience in Banking/Financial Services, Customer Service or Operations Support

Preferred Education: Bachelor's Degree may be considered as 2 years overall experience

Preferred Qualifications

  • Minimum of 1 year experience supporting the Chat Channel of a contact center
  • Inbound contact center experience
  • Experience supporting commercial banking clients
  • Strong written and multi-tasking skills

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found

  • Client Services Care Specialist

    29 minutes ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    Job Title:Client Services Care SpecialistLocation:CityScapeWhat you'll do:As a Client Care Specialist you'll display a high level of client service, provide a professional, prompt, and accurate banking experience and exemplify the department's "sales, service, and operations" philosophy. You'll perform transactions and service requests in accordance with...

  • Senior Client Services Care Specialist

    6 days ago

    Phoenix, Arizona, United States Western Alliance Bank Full time $60,000 - $90,000 per year

    Job Title:Senior Client Services Care SpecialistLocation:CityScapeWhat you'll do:As a Client Care Specialist you'll display a high level of client service, provide a professional, prompt, and accurate banking experience and exemplify the department's "sales, service, and operations" philosophy. You'll perform complex transactions and service requests in...

  • Senior Client Services Care Specialist

    2 days ago

    Phoenix, Arizona, United States Western Alliance Bank Full time $45,000 - $75,000 per year

    Job Title:Senior Client Services Care SpecialistLocation:CityScapeWhat you'll do:As a Client Care Specialist you'll display a high level of client service, provide a professional, prompt, and accurate banking experience and exemplify the department's "sales, service, and operations" philosophy. You'll perform complex transactions and service requests in...

  • Billing Specialist I

    7 days ago

    Phoenix, Arizona, United States Terros Health Full time $60,000 - $100,000 per year

    Terros Health is pleased to share an exciting and rewarding opportunity for a full-time Billing Specialist I working at our Earll location in Phoenix, AZ. Reporting to the Director of Claims and Credentialing. Billing Specialist I will assist with the successful claims processing and billing functions for the organization, including billing of all service...

  • Client Relationship Manager, Client Services

    7 hours ago

    Phoenix, Arizona, United States Ascensus Full time

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan...

  • Service Desk Specialist II

    7 hours ago

    Phoenix, Arizona, United States SwitchThink Solutions LLC Full time

    The Service Desk Specialist II has the primary responsivities for receipt, triage, and resolution of Service Requests and Incidents related to computer systems, hardware, or software to clients over the phone, online, or in person. They are responsible for resolving escalated issues, supporting the Service Desk Specialist I, and identifying ways to improve...

  • Accounts Receivable Specialist I

    2 days ago

    Phoenix, Arizona, United States Terros Health Full time $40,000 - $60,000 per year

    Terros Health is pleased to share an exciting and rewarding opportunity for an Accounts Receivable Specialist I working at our Central Avenue location in Phoenix, AZ. Reporting to the Director of Revenue Cycle, the ideal individual is flexible, compassionate, and professional. The successful individual will possess at least 1+ years medical and/or behavioral...

  • Client Service Analyst

    7 days ago

    Phoenix, Arizona, United States Gallagher Full time $90,000 - $120,000 per year

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Client Service Analyst

    5 days ago

    Phoenix, Arizona, United States Gallagher Full time $60,000 - $100,000 per year

    IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Accounts Receivable Specialist I

    11 hours ago

    Phoenix, Arizona, United States Terros Health Full time

    Job Details Job Location:    Central - Phoenix, AZ Position Type:    Full Time Education Level:    High School Diploma/GED Salary Range:    Undisclosed Travel Percentage:    In-Office Job Shift:    Day Shift Job Category:    Accounting/Finance DescriptionTerros Health is pleased to share an exciting and rewarding opportunity for an...