PCB Client Support Specialist III - RJ Bank

Responsibilities

• Provide operational support by performing a range of routine activities using existing systems and protocols.
• Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software.
• Gather and summarize data for reports.
• Builds trusted relationships with clients and key stakeholders through consultative engagement.
• Lead complex client conversations, manage challenging situations, and resolve escalated issues effectively.
• Ensures consistent execution of policies, procedures, and operational standards.
• Maintains expertise in customer management systems, workflow tools, and transaction platforms.
• Collaborates effectively across business units, including Operations, Sales & Underwriting.
• Review, evaluate, and approve financial transactions in accordance with organizational policies, regulatory requirements, and delegated authority.
• Exercise sound judgment to identify, assess, and escalate complex or high-risk transactions when appropriate.

Skills

• Communicates clearly and effectively to express ideas, request actions, and support planning and decision-making.
• Buils trust and develops strong relationships with customers and key stakeholders through positive, value-driven interactions.
• Delivers exceptional customer service by ensuring customers feel understood, appreciated, and confident in the organization's support.
• Effectively manages service conversations using a structured approach (open, learn, respond, and close).
• Navigates difficult customer conversations with professionalism, empathy, and a focus on resolution.
• Develops and executes action plans based on business requirements and recommendations.
• Interprets, applies, and monitors policies and procedures to ensure alignment with organizational objectives.
• Effectively utilizes customer relationship management (CRM) and other customer management systems to support business activities.
• Affords transaction risk by reviewing customer requests, supporting documentation, and applicable policies to ensure compliant, accurate, and appropriate approval decisions.
• Supports business processes with minimal supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.

Requirements

Licenses Required: NMLS Registration Required, or ability to obtain within 90 days of start date.

Qualifications

Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience: 7 to 12 months

Licenses/Regulations

• NMLS Registration Required, or ability to obtain within 90 days of start date.

Education

Bachelor’s: Business Administration, Bachelor’s: Finance

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Critical Illness Insurance and Accident Insurance
• Disability Benefits
• Retail Savings
• Paid Time Off (including vacation, holidays, and sick leave)
• Parental Leave