Client Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday

Responsibilities

• Serves cash management customers by taking telephone and email inquiries, research and training clients on cash management products.
• Provides product/service information by answering questions & offering assistance.
• Independently services both internal and external customers on a wide variety of cash management products, services and technical issues.
• Research problems and provide customer with resolution within established timeframes.
• Works with various operational support staff in the reconciliation of client problems while attempting to limit future occurrences.
• Proactively advises management of impending problems or obstacles to meeting service standards.
• Helps minimize financial risk to the bank.
• Maximizes customer opportunity by referring opportunities to Sales that are identified during the service process.

Qualifications, Education, Certifications And/or Other Professional Credentials

• Incumbent must have in-depth knowledge of the financial services industry and Cash Management products (including regulatory and compliance), systems and operations to successfully respond to customer needs and meet established timeframes.
• Minimum 5 years banking and customer service minimum experience, call center experience is highly preferred.
• Strong communication skills.
• Analytical skills and the ability to recognize trends.
• Exercise considerable independent judgment.
• Attention to detail.
• Pro-active attitude.
• Quick to learn.