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

Citizens Financial Group•Riverside, RI

13d

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.
Minimum 5 years banking and customer service experience.
Strong communication skills.
Analytical skills and the ability to recognize trends.
Ability to exercise considerable independent judgment.
Attention to detail.
Pro-active attitude.
Quick learner.

Nice To Haves

Call center experience is highly preferred.

Responsibilities

Take telephone and email inquiries from cash management customers.
Research and train clients on cash management products.
Provide product/service information by answering questions and offering assistance.
Independently service internal and external customers on cash management products, services, and technical issues.
Research problems and provide customer resolutions within established timeframes.
Collaborate with operational support staff to reconcile client problems and prevent future occurrences.
Proactively advise management of impending problems or obstacles to meeting service standards.
Minimize financial risk to the bank.
Refer identified sales opportunities to the Sales department.
Diagnose, prioritize, resolve, and/or escalate technical, system, or procedural issues related to Access Money Manager, EZ Deposit, File Transmissions, ACHieve, SweepNet, etc.