Client Services Specialist

Job Description

REQUIREMENTS

• At least two (2) years experience in a customer-facing service role; within a banking or financial services environment.
• Understanding of business documentation for new accounts including ownership and authority.
• Willingness to work flexible hours to service clients in other time zones.
• The ability to communicate clearly – both verbally and in writing – using above average grammar, syntax, and spelling
• Experience accurately and consistently logging completed tasks and client activity in a ticketing database; experience with Zendesk’s suite of applications is preferred, but not required
• Advanced problem-solving skills and ability to work independently
• Proven competency regarding technology including, Microsoft Windows, Mac OS, and mobile profiles

RESPONSIBILITIES

• Act as a primary point-of-contact for clients across a wide range of organizational profiles such as Consumers or Businesses
• Log, dispatch, and resolve client requests according to defined processes
• Interact with other departments and third-party vendors to help solve client inquiries
• Provide guidance and assistance on a wide variety of projects and tasks
• Tend to multiple methods of client communication with our team including phone, chat, email, SMS and secure messaging
• Train with more senior team members to act as a subject-matter-expert within the department, as well as mentor more junior team members to reinforce the Client Services function within the bank
• Attend training on and comply with the laws and regulations governing financial institutions, including the Bank Secrecy Act (BSA) or other Anti-Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security/Gramm Leach Bliley Act, Bank Protection Act, Community Reinvestment Act, Regulations B, CC, E, D, DD, and others.

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