Client Service Specialist I (Hybrid)

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. We are looking for candidates who live within a drivable distance to our Phoenix, AZ or Cottonwood Heights, UT office.

About the role

Acts as the primary contact for the servicing of commercial client requests. Requests may consist of various task types inclusive of account opening, account servicing, bank transaction inquiries, and technical support. May also be responsible for influencing client adoption of online tools. Requests are received through a variety of channels and resolutions are generated by navigating, researching, executing, or escalating issues typically guided by precedent and/or established procedures. Accountable for facilitating and positively influencing the client experience by effectively delivering accurate and timely resolutions. Performs assigned functions under regular supervision and ensures adherence to all regulations, procedures, policies, and job-aids.

Responsibilities

• Provides client support for onboarding and servicing requests received through various channels, including general or routine bank requests, assistance with bank products, and/or technical support.
• Formulates responses or implements action under supervision, which may result in the inquiry being resolved during initial contact or may require additional research, problem solving, or escalation to other internal partners. Problem solving is guided by precedent.
• Generates solutions that may result in the recommendation of additional action and/or bank products or programs, execution of account maintenance requests, quality assurance monitoring, and account reviews to mitigate risk.
• Onboards new clients/accounts in adherence to regulatory standards.
• Participates in meetings, trainings, and other duties or special projects as assigned by management.

Qualifications

• Bachelor's Degree and 1 year of experience in Banking/Financial Services, Customer Service, or Operations Support
• OR High School Diploma or GED and 2 years of experience in Banking/Financial Services, Customer Service, or Operations Support

Preferred Education: Bachelor's Degree may be considered as 2 years of overall experience.

Schedule

Monday - Thursday, 10:00am - 9:00pm PST

Benefits

Benefits are an integral part of total rewards, and First Citizens Bank is committed to providing a competitive, thoughtfully designed, and quality benefits program. More information can be found at https://jobs.firstcitizens.com/benefits.