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Client Support Specialist II
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Job Description
- Req#: 300000314833855
Employer Industry: Financial Services
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Comprehensive compensation plans and benefits, including medical, dental, vision, life, and disability insurance
- Retirement plans and vacation time included
- Tuition reimbursement program available
- Supportive and inclusive work environment that values individuality
What to Expect (Job Responsibilities):
- Serve as the primary client service contact for a portfolio of Commercial and/or Private Banking clients, providing cash management support and troubleshooting
- Conduct monthly proactive client reviews and manage client requests for timely resolutions
- Log all client interactions in the CRM system, Salesforce
- Assist in implementing services to meet client needs, providing backup support to other Client Support Specialists as needed
- Prepare analysis and profitability reports as well as service setups
What is Required (Qualifications):
- Associate's degree in a business-related field or equivalent combination of training and experience
- Minimum of 3 years of client service or related experience required
- Banking experience preferred
- In-depth knowledge of Cash Management products and their functionality
- Strong time management, client de-escalation, and communication skills required
How to Stand Out (Preferred Qualifications):
- Experience working in the financial services industry
- Familiarity with proactive relationship management initiatives
#FinancialServices #ClientSupport #CareerGrowth #DiversityAndInclusion #ComprehensiveBenefits
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