Commercial Service Specialist
Servicing of Clients
Support and manage the day-to-day operations and service of commercial banking clients. This includes servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking officers. Serve as the primary contact for commercial clients via phone or email to support day-to-day servicing needs.
Client Relationship Management
Develop a relationship with the client proactively to identify solutions to problems and improve the client experience. Help to onboard new checking, savings, and CD accounts for clients. Understand the client's expectations and needs to serve as the point person for all their banking needs. Respond with a sense of urgency to all internal and external client calls, questions, and/or concerns. Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates.
Customer Experience
Ensure The Unparallelled Customer Experience (TUCE) through quality service and coordination of client needs with other functions as needed. Serve as liaison for the client. Provide client point of contact for day-to-day banking needs, questions, research, etc. Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution. Identify opportunities proactively for clients to self-serve.
Work Environment
The shift for this position is 10-7pm central. Multi-task in a fast-paced environment with quick turnaround requests. Possess strong organizational skills, attention to detail, effective time management skills, disciplined self-motivation, resolution-based problem-solving abilities, and ability to work independently as well as in team environments. Have good interpersonal and networking skills to work with other internal areas.
Pay and Benefits
Compensation Ranges:
- US Employees in California, Washington DC, New Jersey, and New York: $62,310 - $90,760
- US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $56,890 - $83,080
- US Employees in all other states not listed above: $51,480 - $75,410
- Paid Time Off
- A 401(k) matching program
- Annual incentive pay
- Paid holidays
- A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- An employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- An associate wellbeing program
- An associate emergency fund
- Variety of associate banking benefits
Qualifications
High school education or equivalent and 3+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services. Excellent professional verbal and written communication skills. Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests. Strong organizational skills. Attention to detail. Effective time management skills. Disciplined self-motivation. Resolution-based problem solving abilities. Ability to work independently as well as in team environments. Good interpersonal and networking skills to work with other internal areas.