Client Services Specialist 2nd Shift
Citizens Financial Group · Johnston, Rhode Island, United States
Responsibilities
- Serves cash management customers by taking telephone and email inquiries, research and training clients on cash management products.
- Provides product/service information by answering questions & offering assistance.
- Independently services both internal and external customers on a wide variety of cash management products, services and technical issues.
- Research problems and provide customer with resolution within established timeframes.
- Work 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.
- Expected to help minimize financial risk to the bank.
- Maximize customer opportunity by referring opportunities to Sales that are identified during the service process.
- Diagnose, prioritize, resolve and/or escalate all technical, system, or procedural issues related to Access Money Manager, EZ Deposit, File Transmissions, ACHieve, SweepNet etc.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Incumbent must have in-depth knowledge of the financial services industry and Cash Management products (including regulatory and compliance), systems and operations to successfully respond to customer needs and meet established timeframes.
- Minimum 5 years’ banking and customer service, minimum experience and call center experience is highly preferred.
- Strong communication skills.
- Analytical skills and the ability to recognize trends.
- Exercise considerable independent judgment.
- Attention to detail.
- Pro-active attitude.
- Quick to learn several applications.
Hours & Work Schedule
- Hours per Week: 12:30pm - 9:00pm (days and hours are subject to change)
- Work Schedule: Tuesday - Saturday