Client Services Specialist

What You'll Do

• Act as the face of Grasshopper in managing our clients’ questions or concerns in order to provide both an effortless banking and a seamless resolution experience.
• Shepherd our clients through the onboarding, account opening, and account management processes.
• Provide ongoing support for our ancillary product and service offerings.
• Strengthen the client’s overall relationship with the bank.

Responsibilities

• Act as a primary point-of-contact for clients across a wide range of organizational profiles such as Consumers or Businesses.
• Log, dispatch, and resolve client requests according to defined processes.
• Interact with other departments and third-party vendors to help solve client inquiries.
• Provide guidance and assistance on a wide variety of projects and tasks.
• Tend to multiple methods of client communication with our team including phone, chat, email, SMS and secure messaging.
• Train with more senior team members to act as a subject-matter-expert within the department, as well as mentor more junior team members to reinforce the Client Services function within the bank.
• Attend training on and comply with the laws and regulations governing financial institutions, including the Bank Secrecy Act (BSA) or other Anti-Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security/Gramm Leach Bliley Act, Bank Protection Act, Community Reinvestment Act, Regulations B, CC, E, D, DD, and others.