Client Services Specialist
Listed on 2026-08-14
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Customer Service/HelpDesk
HelpDesk/Support, Technical Support, Customer Service Rep, Bank Customer Service
Job Title
Location:
Riverside for training and the job
Hours:
Monday - Friday 9:30am - 5:30pm, hours subject to change due to business needs
Meet and exceed department service and quality standards while maintaining consistent communication with external customers and colleagues.
Perform root cause analysis to identify potential solutions and process improvement opportunities for recurring service issues.
Support the implementation of solutions to improve service level, decrease operational effort, and enhance the overall company experience.
Serve cash management, ACH, and commercial card customers via requests received by telephone, chat, or email.
Research and train clients on all products offered.
Independently service both internal and external customers on a wide variety of commercial card, ACH, and cash management products, services, and technical issues through all incoming channels.
Diagnose, prioritize, resolve, and/or escalate all technical, system, or procedural issues.
Partner 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.
RequirementsExcellent verbal/written communication, time management, multitasking, and interpersonal skills.
Goal-driven with a desire to achieve productivity goals, including meeting day-to-day business needs.
Advanced problem-solving skills and the ability to negotiate through difficult situations.
Minimum 5 years of customer service and call center experience; banking experience preferred.
Excellent phone communication and listening skills.
Ability to prioritize and manage daily workload.
Ability to multitask and work independently in a fast-paced work environment.
Computer proficiency and acumen.
Self-motivated attitude with a desire to succeed.
Analytical skills and the ability to recognize trends, exercise considerable independent judgment, and pay attention to detail.
Preferred SkillsHigh School (GED Equivalent), Bachelor's Degree preferred.
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