Client Service Specialist

About the role

The Client Service Specialist at Cambridge Savings Bank is responsible for providing exceptional client experience to small business and commercial clients. This position focuses on delivering a seamless client experience, managing client inquiries, and collaborating with various teams to resolve issues.

Responsibilities

• Provide direct support to clients regarding bank products and digital solutions.
• Manage inbound and outbound communications, actively listening to clients' needs and concerns to offer tailored solutions.
• Demonstrate a proactive approach to problem-solving, ensuring swift and effective resolutions to client issues.
• Offer specialized support to clients regarding treasury management services, including business online banking, bill pay, ACH origination, positive pay, remote deposit capture, wire transfers, sweeps, lockbox, etc.
• Serve as an advocate for clients by collaborating with the Treasury Sales and Operations, and Relationship Management teams to escalate complex issues and secure timely resolutions.
• Utilize CRM systems to meticulously track client interactions and manage requests from inception to resolution.
• Maintain up-to-date service documentation, ensuring accurate and accessible information throughout the service process.
• Establish and maintain effective working relationships with colleagues across departments, enhancing overall service delivery.
• Cultivate and deepen existing client relationships while actively identifying and acquiring new clients that align with the bank's strategic growth objectives.
• Perform additional duties as required.

Qualifications

• Bachelor’s Degree preferred
• 2 years of experience in banking with a strong emphasis on client service, preferably with exposure to commercial banking or treasury management
• Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely to clients
• Strong listening skills to accurately understand and address client needs and concerns
• Proficient in the use of banking software and customer relationship management (CRM) systems
• Familiarity with treasury management services such as online banking, ACH, wire transfers, and other related products
• Demonstrated ability to analyze problems, identify solutions, and implement effective resolutions in a timely manner
• Strong interpersonal skills with a focus on building and maintaining positive relationships with clients and team members
• Exceptional organizational skills, with the ability to manage multiple priorities and maintain a high level of accuracy and attention to detail
• A flexible mindset with the ability to work effectively in a fast-paced, dynamic environment and adapt to changing priorities and work independently

Benefits

Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full-time roles, including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.

Pay

The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $25.96 - $33.75/hr. Cambridge Savings Bank will determine actual compensation for the role based on factors including, but not limited to, the successful candidate’s skills, qualifications, and experience.

Schedule

This role is offered on a hybrid schedule based in Waltham, MA.