Client Support Specialist
Sunwest Bank•Meridian, ID
•Onsite
About The Position
The Client Support Specialist delivers high-quality service and operational support to consumer and small business clients. This role acts as a primary point of contact for deposit accounts and digital banking services, handling routine inquiries, resolving issues, and guiding clients through banking tools and services. The position emphasizes efficiency, consistency, and a client-first approach while adhering to bank policies, regulatory requirements, and risk management standards. More complex needs are escalated to specialized teams as appropriate.
Requirements
- High school diploma or equivalent
- 1–3 years of experience in banking operations, deposit support, call center, or customer service
- Strong communication, customer service, and problem-solving skills
- Ability to independently research and resolve routine banking and digital issues
- Proficiency in Microsoft Office and ability to navigate multiple systems
- Strong attention to detail and ability to maintain confidentiality
Nice To Haves
- Experience supporting digital banking platforms
- Familiarity with banking regulations and compliance standards
- Prior experience with case management or ticketing systems
Responsibilities
- Provide exceptional customer service via phone, email, and digital channels, owning client issues through resolution
- Support online banking, mobile banking, account access, password resets, debit card inquiries, and navigation assistance
- Assist with deposit account needs including balances, transaction research, stop payments, and account maintenance
- Research and resolve client issues, documenting activities within case/ticketing systems
- Identify and escalate potential fraud or suspicious activity in accordance with bank procedures
- Collaborate with Operations, Branch staff, and internal teams to resolve issues efficiently
- Educate clients on bank products and services; refer to Relationship Officers or specialized teams when needed
- Maintain knowledge of deposit products, digital tools, and regulatory requirements
- Ensure compliance with bank policies, information security standards, BSA/AML, and privacy requirements
Benefits
- Team Culture
- Growth Opportunities
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
