Client Services Specialist 2nd Shift

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.

- Work with various operational support staff in the reconciliation of client problems while attempting to limit future occurrences.

- Proactively advise management of impending problems or obstacles to meeting service standards.

- Expected to help minimize financial risk to the bank.

- Maximize customer opportunity by referring opportunities to Sales that are identified during the service process.

- Diagnose, prioritize, resolve and/or escalate all technical, system, or procedural issues related to Access Money Manager, EZ Deposit, File Transmissions, ACHieve, SweepNet etc.

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 and 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 several applications.

Hours & Work Schedule

- Hours per Week: 12:30pm - 9:00pm (days and hours are subject to change)

- Work Schedule: Tuesday - Saturday