Jobs · OTHR · California

Client Support Specialist III

Citizens Business Bank · Rancho Cucamonga, CA · 2 mo ago
OTHR$20/hrFull-time

Essential Duties And Responsibilities

  • Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
  • Answers phone calls and emails from customers in a professional and courteous manner.
  • Identify customers’ needs quickly and take appropriate action to ensure those needs are met.
  • Perform research and work cross functionally to escalate and resolve problems.
  • Resolves technical customer issues in an effective and expedient manner.
  • Create and maintain case documentation in a CRM portal to record customer incidents, including a complete description of the problem, what actions have been taken, customer impact and resolution.
  • Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operations excellence.
  • Identifies and relays service solutions and efficiencies with proven results.
  • Understands Commercial Banking and Treasury products and processes and is able to provide assistance troubleshooting various products.
  • Provide, present, and promote the Citizens Experience to all external and internal customers.

Qualifications

  • High School diploma or GED; a minimum of three years working experience and/or training in treasury product services (including ACH, Wire, Positive Pay, Remote Deposit Capture, and Cash Vault); or equivalent combination of education and experience.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively before groups of customers or employees of organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.
  • Ability to apply concepts of basic algebra and geometry, and interpret bar graphs.
  • Proficient in MS Office (Excel, PowerPoint, Word).

Reasoning Abilities

  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to deal with problems involving several concrete variables in standardized situations.

Physical Demands

  • Regularly required to talk or hear.
  • Frequently required to stand; walk; sit; and use hands and fingers to handle or feel.
  • Occasionally required to reach with hands and arms, and stoop, kneel, crouch or crawl.
  • Regularly required to operate a computer keyboard, mouse, calculator and telephone and reach with hands and arms.
  • Occasionally lift and/or move up to ten (10) pounds.

Work Environment

  • Moderate.

Salary Range

  • $20.00 To $26.25 Hourly

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

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