Client Service Center Specialist - Remote

Overview

The Client Service Center Specialist will provide high-quality assistance to clients through various communication channels, ensuring a smooth and professional service experience in a fast-paced environment.

In Short

• Provide distinctive service through phone, email, and chat.
• Guide clients on deposit and loan accounts.
• Support clients with service charges and account activity inquiries.
• Research and resolve financial issues and deliver documentation securely.
• Assist with online and mobile banking setup.
• Evaluate client requests balancing satisfaction with risk mitigation.
• Handle fraud or identity theft calls appropriately.
• Identify client needs and refer to internal specialties.
• Collaborate with team members to maintain service standards.
• Perform additional duties to ensure high-quality service.

Requirements

• High school diploma required; college degree preferred.
• Minimum 5 years of experience in financial services; 10 years preferred.
• Proficiency in Microsoft Office tools.
• Knowledge of federal banking regulations and compliance standards.
• Experience in client-facing service roles; call center experience preferred.
• Strong understanding of banking products and services.
• Excellent communication skills and attention to detail.
• Ability to multitask and manage time effectively.
• Tech-savvy and adaptable to new tools.
• Strong interpersonal skills and commitment to client service.

Benefits

• Competitive compensation based on experience.
• Health, dental, and vision insurance coverage.
• Employer-supported retirement savings options.
• Opportunities for remote work with high-speed internet.
• Professional development opportunities.
• Additional perks for a 24/7 service operation.