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Client Service Specialist I (hybrid)

Serve as the main point of contact for commercial client account servicing and onboarding
Phoenix, Arizona, United States
Entry Level
yesterday
First Citizens BancShares

First Citizens BancShares

First Citizens BancShares is a financial holding company providing banking services and products.

150 Similar Jobs at First Citizens BancShares

Job Opportunity

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. 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.

Hours of Operation: Monday - Friday 5:00am - 5:30pm PST

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 jobs.firstcitizens.com/benefits.

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Client Service Specialist I (hybrid)
Phoenix, Arizona, United States
Support
About First Citizens BancShares
First Citizens BancShares is a financial holding company providing banking services and products.