Part-Time Client Care Specialist
1 month ago
Job Title:
Part-Time Client Care Specialist (Branch Teller)Location:
OaklandWhat you'll do:
As a Client Care Specialist you will focus on displaying a high level of client service, and providing 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 established policies and procedures, assess and respond to inquiries from both clients and internal and external business partners. You will work on a team in a fast-paced environment that requires multitasking with accuracy, toggling between multiple systems and engaging clients, while responding to questions and/or communicating resolutions in an efficient and effective manner. As a key member of the team, you may be asked to proactively contact clients, review reporting, or perform other operational processes or controls. One of your key responsibilities is to set client expectations, recommend appropriate products and services, and mitigate risk by thoroughly researching and documenting client requests and escalating issues when appropriate. You will exhibit excellent problem solving, functional communication, and technical skills, along with a drive for exceptional client service.What we are looking for:
Responsible for accurately and efficiently processing transactions, responding to client inquiries or requests with resourceful and effective client-centric communication, with a focus on assisting, researching, and resolving inquires with professionalism, precision and care. Accepts ownership of issues through resolution of all client inquiries either in-person or by using telephone, email, and written correspondence including any additional follow-up. Understands and responds to clients based on the urgency around time-critical situations and escalates issues to engage the appropriate internal resources in a timely manner when necessary. Meets or exceeds service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency. Adheres to client verification procedures to validate/verify the identity of clients prior to releasing information and/or assisting with transactions. Provides support from general navigation to in-depth technical interfaces.What you need to have:
High school diploma 1+ years of direct, related experience in Customer Service, Branch Banking Operations, and/or Treasury Management Service. Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. Entry level to intermediate experience working in a call center or cash handling preferred. Strong speaking and writing skills for internal and external audiences (ex: sales or leadership) Compensation: Hourly range for new hires is generally $25.00 - $28.70 for Oakland, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned. Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career
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