Client Support Specialist III

Citizens Business Bank•Rancho Cucamonga, CA

1d•$20 - $26

About The Position

The Client Support Specialist is responsible for delivering a consistently exceptional customer service experience. This critical telephone and email based role is essential to the success of the Bank and requires a focus on team, creating customer satisfaction, and taking ownership of resolving various inquiries. This is a customer service contact center, mid level job.

Requirements

High School diploma or GED; a minimum of three years working experience and/or training in treasury product services (including ACH, Wire, Positive Pay, Remote Deposit Capture, and Cash Vault); or equivalent combination of education and experience.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.
Ability to apply concepts of basic algebra and geometry, and interpret bar graphs
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Proficient in MS Office (Excel, PowerPoint, Word)
Excellent organizational and time management skills.
Ability to resolve customer issues in a timely manner.

Nice To Haves

A general understanding of Commercial Banking, including Treasury products and processes, is preferred.

Responsibilities

Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
Answers phone calls and emails from customers in a professional and courteous manner.
Identify customers’ needs quickly and take appropriate action to ensure those needs are met. Perform research and work cross functionally to escalate and resolve problems.
Resolves technical customer issues in an effective and expedient manner.
Creates and maintains case documentation in a CRM portal to record customer incidents, including a complete description of the problem, what actions have been taken, customer impact and resolution.
Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operations excellence.
Identifies and relays service solutions and efficiencies with proven results.
Understands Commercial Banking and Treasury products and processes and is able to provide assistance troubleshooting various products.
Provide, present, and promote the Citizens Experience to all external and internal customers.
Other duties as assigned.