Client Care Specialist (Branch Teller)

About the role

Location: Mesa

What you'll do

As a Client Care Specialist you'll display a high level of client service, provide a professional, prompt, and accurate banking experience and exemplify the department's "sales, service, and operations" philosophy. You'll perform transactions and service requests in accordance with established policies and procedures, assess and respond to inquiries from both clients and internal and external business partners.

You'll work on a team in a fast-paced environment that requires multitasking with accuracy, toggling between multiple systems and engaging clients, while responding to questions and/or communicating resolutions in an efficient and effective manner. As a key member of the team, you may be asked to proactively contact clients, review reporting, or perform other operational processes or controls.

One of your key responsibilities is to set client expectations, recommend appropriate products and services, and mitigate risk by thoroughly researching and documenting client requests and escalating issues when appropriate. You'll exhibit excellent problem solving, functional communication, and technical skills, along with a drive for exceptional client service.

• Responsible for accurately and efficiently processing transactions, responding to client inquiries or requests with resourceful and effective client-centric communication, with a focus on assisting, researching, and resolving inquiries with professionalism, precision and care.
• Accept ownership of issues through resolution of all client inquiries either in-person or by using telephone, email, and written correspondence including any additional follow-up. Understand and respond to clients based on the urgency around time-critical situations and escalate issues to engage the appropriate internal resources in a timely manner when necessary.
• Meet or exceed service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency. Adhere to client verification procedures to validate/verify the identity of clients prior to releasing information and/or assisting with transactions.
• Provide support from general navigation to in-depth technical interfaces.

What you'll need

• 1+ years of related experience in Customer Service, Branch Banking Operations, Treasury Management Service or similar field.
• High school diploma required.
• Entry level knowledge of general banking, loans, treasury management and other commercial banking products and services.
• Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Experience working in a call center or cash handling preferred.
• Advanced speaking and writing communication skills.

Benefits you'll love

We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!