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.