Chat Support Specialist

About the role

Provides personal and helpful service to customers through the Bank's digital chat channel. Helps customers resolve account questions, service requests, and issues involving bank products and digital services while maintaining the speed, accuracy, security, and professionalism required in written customer interactions. Takes ownership of customer needs and works to resolve issues during the interaction whenever reasonably possible. City National Bank is nationally recognized for customer service and financial performance, with a focus on supporting its local communities. This is an office-based customer service role with significant computer and keyboard use. Interactions occur primarily through digital chat, requiring frequent navigation among multiple banking systems while managing multiple customer interactions or tasks concurrently. Accommodations are available to support individual needs.

Responsibilities

• Respond to customer inquiries through the Bank's chat platform in a timely, personal, and helpful manner.
• Research and resolve routine and more complex customer questions and service issues.
• Verify customer identity and protect customer information using established security procedures.
• Complete appropriate account and customer maintenance using bank systems.
• Assist customers with online and mobile banking, debit cards, account access, online account opening, and other supported services.
• Navigate multiple systems and sources of information while maintaining active customer conversations.
• Communicate clearly and professionally in writing, adapting explanations to the customer's needs.
• Gather and document information needed for resolution, tracking, and audit purposes.
• Recognize potential fraud, unusual activity, recurring issues, or service trends and report them appropriately.
• Identify customer needs and make appropriate referrals to other products, services, departments, and business partners.
• Coordinate with other areas of the Bank when an issue cannot be resolved within the chat interaction.
• Consult with management when customer complaints, bank errors, or other situations require escalation.
• Maintain current knowledge of bank products, services, systems, policies, and procedures.
• Follow applicable regulatory, audit, compliance, privacy, and security requirements.

Requirements

• High school diploma or equivalent.
• Customer service experience; banking, call center, or digital customer service experience preferred