Client Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday

Citizens Bank • East Providence, RI

33d • Onsite

About The Position

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.

Requirements

• 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.
• 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.

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.
• 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.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed