Client Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday
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Citizens Bank
East Providence, RI, US
Summary
The specialist handles telephone and email inquiries to research and train clients on cash management products. They are responsible for resolving technical and procedural issues while identifying sales opportunities for the bank.
Job Description
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, 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.
Hours & Work Schedule
- Hours per Week: 11:00am - 4:00pm (days and hours are subject to change)
- Work Schedule: Tuesday - Saturday
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey.
Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank.
You’re made ready and so are we. #MadeReady
Company size
10,001+ employees
Industry
Banking
Org type
Public Company
Headquarters
Providence, RI
At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey.
Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens Bank.
You’re made ready and so are we. #MadeReady
Company size
10,001+ employees
Industry
Banking
Org type
Public Company
Headquarters
Providence, RI