Client Service Specialist

Are you a quick learner and have excellent organization skills? Then you found the right team!

As a Client Service Specialist within the Client Service team, you will be responsible for various customer service administrative functions and internal relationship management activities, as well as operational controls. In this role, you will serve as the primary workflow coordinator for client service account management team in Trade & Working Capital, directing and managing client communications and SLA's for the team. Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability.

Job Responsibilities

1. Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, provide timely follow-up to clients, and be accountable for client satisfaction through ownership of the problem.
2. Resolve issues by identifying underlying or hidden problems and patterns.
3. Build knowledge of Trade & Working Capital products and services.
4. Serve as a liaison between the CSAM team, Operations, Product, Implementations to provide the best performance of the team, your department, and the firm.
5. Identify and control risk to prevent fraudulent behavior and potential fraud exposure.
6. Prioritize daily workload to maximize productivity utilizing time management and organizational skills.
7. Follow all established policies, procedures, and practices.
8. Act with a confident and professional presence to our clients, other bank departments, and the community.
9. Desire to exceed client expectations.
10. Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner.

Required Qualifications, Capabilities, and Skills

1. Excellent communication skills both written and verbal.
2. Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge.
3. Highly organized with the ability to manage competing priorities.
4. Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
5. Comfortable working within tight deadlines.
6. Proficient PC skills including Word, Excel, and PowerPoint.
7. Capable of delivering exceptional performance under pressure.
8. Strong focus on client satisfaction and the building of excellent relationships.
9. Excellent planning and organization skills.
10. Ability to operate in a collaborative environment and possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization.
11. Ability to effectively use and manage multiple systems.

Preferred Qualifications, Capabilities, and Skills

1. Experience primarily in banking or the financial service industry.