Client Services Cares Specialist
| Company | Western Alliance |
|---|---|
| Location | Chandler, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
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.
- Entry level to intermediate experience working in a call center or cash handling preferred.
- Strong speaking and writing skills for internal and external audiences (ex: sales or leadership)
Responsibilities
- Display a high level of client service and provide a professional, prompt, and accurate banking experience.
- 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.
- Work on a team in a fast-paced environment that requires multitasking with accuracy.
- Set client expectations, recommend appropriate products and services, and mitigate risk by thoroughly researching and documenting client requests and escalating issues when appropriate.
- Exhibit excellent problem solving, functional communication, and technical skills, along with a drive for exceptional client service.
- 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.
Preferred Qualifications
- Entry level to intermediate experience working in a call center or cash handling preferred.