Client Service Specialist I at First Citizens Bank and Trust Company

Phoenix, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Problem Solving, Communication Skills, Banking, Technical Support, Account Maintenance, Onboarding, Quality Assurance, Collaboration, Customer Service, Commercial Banking, Research, Escalation, Regulatory Standards, Training, Account Reviews

Industry

Banking

Description

Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. We are looking for candidates who live within a commutable drivable distance to our Phoenix, AZ or Cottonwood Heights, UT office. Acts as the primary contact for the servicing of commercial client requests with a focus on Phone Servicing. Requests may consist of various task types inclusive of account opening, account servicing, bank transaction inquiries, and technical support. May also be responsible for influencing client adoption of online tools. Requests are received through a variety of channels and resolutions are generated by navigating, researching, executing, or escalating issues typically guided by precedent and/or established procedures. Accountable for facilitating and positively influencing the client experience by effectively delivering accurate and timely resolutions. Performs assigned functions under regular supervision and ensures adherence to all regulations, procedures, policies, and job-aids. The schedule for this role is typically Monday - Friday covering the closing shift (subject to change based upon business needs) of 8:30am - 5:30pm PST. Responsibilities Daily Operations - Provides client support for onboarding and servicing requests received through various channels to inquiries that may be a general or routine bank request or action; assistance with bank products and/or technical support. Formulates responses or implements action under supervision which may result in the inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners. Problem solving is guided by precedent. Solution generation may result in the recommendation of additional action and/or bank products or programs; the execution of account maintenance requests, quality assurance monitoring and account reviews to mitigate risk. Onboard new clients/accounts in adherence to regulatory standards. Collaboration - Participates in meetings, trainings and other duties or special projects as assigned by management. Qualifications Bachelor's Degree and 1 year of experience in Banking/Financial Services, Customer Service or Operations Support OR High School Diploma or GED and 2 years of experience in Banking/Financial Services, Customer Service or Operations Support Preferred Education: Bachelor's Degree may be considered as 2 years overall experience Preferred Qualifications: -Inbound call center experience -Experience supporting commercial banking customers -Strong written and oral communication skills Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Responsibilities

The Client Service Specialist I acts as the primary contact for servicing commercial client requests, focusing on phone servicing. Responsibilities include onboarding new clients, assisting with bank products, and resolving inquiries through various channels.