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Client Care Specialist

Client Care Specialist

CompanyWestern Alliance
LocationFlagstaff, AZ, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior

Requirements

  • High school diploma
  • 1+ years of direct, related experience in Customer Service, Branch Banking Operations, and/or Treasury Management Service.
  • Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Strong speaking and writing skills for internal and external audiences (ex: sales or leadership)

Responsibilities

  • 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.
  • Accepts 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.
  • Meets or exceeds service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency.
  • Adheres to client verification procedures to validate/verify the identity of clients prior to releasing information and/or assisting with transactions.
  • Provides support from general navigation to in-depth technical interfaces.

Preferred Qualifications

  • Entry level to intermediate experience working in a call center or cash handling preferred.