Client Services Representative

Our commercial banking client is looking to hire a Client Service Specialist who would be 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 & Experience

Compensation : $20-$22hr USD.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and / or other paid time off as provided by applicable law.