Senior PCB Client Support Specialist - RJ Bank

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Advise clients about a range of financial products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. Provide operational support by performing a range of routine activities using existing systems and protocols. Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports. Builds trusted relationships with clients and key stakeholders through consultative engagement. Leads complex client conversations, manages challenging situations, and resolves escalated issues effectively. Ensures consistent execution of policies, procedures, and operational standards. Maintains expertise in customer management systems, workflow tools, and transaction platforms. Collaborates effectively across business units, including Operations, Sales & Underwriting. Review, evaluate, and approve financial transactions in accordance with organizational policies, regulatory requirements, and delegated authority. Exercise sound judgment to identify, assess, and escalate complex or high-risk transactions when appropriate.

Requirements

Communicates clearly and effectively to express ideas, request actions, and support planning and decision-making.
Builds trust and develops strong relationships with customers and key stakeholders through positive, value-driven interactions.
Delivers exceptional customer service by ensuring customers feel understood, appreciated, and confident in the organization's support.
Effectively manages service conversations using a structured approach (open, learn, respond, and close).
Navigates difficult customer conversations with professionalism, empathy, and a focus on resolution.
Develops and executes action plans based on business requirements and recommendations.
Interprets, applies, and monitors policies and procedures to ensure alignment with organizational objectives.
Effectively utilizes customer relationship management (CRM) and other customer management systems to support business activities.
Assesses transaction risk by reviewing customer requests, supporting documentation, and applicable policies to ensure compliant, accurate, and appropriate approval decisions.
Supports business processes with minimal supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
NMLS Registration Required

Responsibilities

Provide operational support by performing a range of routine activities using existing systems and protocols.
Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Builds trusted relationships with clients and key stakeholders through consultative engagement.
Leads complex client conversations, manages challenging situations, and resolves escalated issues effectively.
Ensures consistent execution of policies, procedures, and operational standards.
Maintains expertise in customer management systems, workflow tools, and transaction platforms.
Collaborates effectively across business units, including Operations, Sales & Underwriting.
Review, evaluate, and approve financial transactions in accordance with organizational policies, regulatory requirements, and delegated authority.
Exercise sound judgment to identify, assess, and escalate complex or high-risk transactions when appropriate.