Client Services Specialist

Responsibilities

• Serve cash management, ACH, and commercial card customers via requests received by telephone, chat, or email.
• Research and train clients on all products offered.
• Independently service both internal and external customers on a wide variety of commercial card, ACH, & cash management products, services, and technical issues through all incoming channels.
• Diagnose, prioritize, resolve, and/or escalate all technical, system, or procedural issues.
• Partner with various operational support staff in the reconciliation of client problems while attempting to limit future occurrences.
• Proactively advise management of impending problems or obstacles to meeting service standards.

Requirements

• Excellent verbal/written, time management, multitasking, and interpersonal skills.
• Goal-driven with a desire to meet productivity goals, including meeting day-to-day business needs.
• 5 years of customer service and call center experience; banking experience preferred.
• Excellent phone communication and listening skills.
• Able to prioritize and manage daily workload.
• Able to multitask and work independently in a fast-paced work environment.
• Computer proficiency and acumen.
• A self-motivated attitude with a desire to succeed.
• Analytical skills and the ability to recognize trends, exercise considerable independent judgment, and attention to detail.