Client Onboarding and Support Specialist

Client Onboarding and Support Specialist

Servbank – Arizona – Internship

The Client Onboarding and Support Specialist is responsible for ensuring a superior experience for clients by acting as a subject matter expert for the products and solutions supported by the team. The role involves managing customer support requests, providing system navigation training, and responding to urgent support needs, including complex troubleshooting issues. The specialist will manage onboarding for business clients’ deposit accounts and treasury solutions, handling requests through phone, ticketing systems, or written communication, and ensuring timely completion within Service Level Agreements.

• Provide superior client experience in a professional and responsive manner for internal and external customers, ensuring accuracy, quality, and expediency through various communication channels.
• Coordinate with approvers to facilitate rapid decisions on behalf of clients for product limit increases while maintaining risk management controls.
• Collaborate effectively during onboarding to coordinate with internal implementation teams and external vendors for client product and service configuration.
• Support integration of technological solutions into customers’ business operations by understanding needs, training on best practices, and facilitating the change process.
• Maintain awareness of risks including ACH rules, payment risk, UCC laws, FFIEC guidance, and user authentication best practices for online banking services.
• Communicate specific product configurations, customer procedures, and other information to assist with customer inquiries, including troubleshooting techniques to determine the source of errors and finding resolutions.
• Perform necessary system configuration maintenance to fulfill customer requests and maintain existing client products.
• Coordinate closely with the bank’s Sales Officers to ensure products and services are established in accordance with internal processes, procedures, and compliance/regulatory requirements.
• Manage the account analysis system, including establishing and maintaining customer‑level billing and price structures.
• Collect, confirm, and document KYC and customer due diligence requirements for client onboarding, including creation and collection of customer and bank‑generated documents such as product contracts, agreements, and disclosures.
• Manage complex onboarding for treasury services, developing project plans, coordinating with internal teams and external vendors, and ensuring timely delivery and quality.

• Bachelor’s degree in Business Administration, Finance, Marketing, or related field.
• Minimum of 3 years of experience in supporting customer services, deposit sales, product management, treasury management, or related roles within the banking or financial services industry.
• Strong knowledge of deposit products, services, industry trends, regulatory requirements, and compliance standards.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross‑functional stakeholders.
• Strategic thinker with analytical abilities, problem‑solving skills, and a customer‑centric mindset.
• Ability to work independently, adapt to changing priorities, and thrive in a fast‑paced, dynamic environment.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.