Client Care Specialist (Branch Teller)

What You'll Do

• 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.
• 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.
• 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.
• Proactively contact clients, review reporting, or perform other operational processes or controls as needed.
• Set client expectations, recommend appropriate products and services, and mitigate risk by thoroughly researching and documenting client requests and escalating issues when appropriate.
• Exhibit excellent problem solving, functional communication, and technical skills, along with a drive for exceptional client service.
• Accurately and efficiently process transactions, respond 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.
• Accept 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.
• Understand and respond to clients based on the urgency around time-critical situations and escalate issues to engage the appropriate internal resources in a timely manner when necessary.
• Meet or exceed service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency.
• Adhere to client verification procedures to validate/verify the identity of clients prior to releasing information and/or assisting with transactions.
• Provide support from general navigation to in-depth technical interfaces.

What You'll Need

• 1+ years of related experience in Customer Service, Branch Banking Operations, Treasury Management Service or similar field.
• High school diploma required.
• Entry level knowledge of general banking, loans, treasury management and other commercial banking products and services.
• Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Experience working in a call center or cash handling preferred.
• Advanced speaking and writing communication skills.

Benefits You'll Love

• 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
• A wellness program
• 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