Client Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday

Citizens Bank
United States
Workplace: OnsitePart timeFunction: Customer Support (Service Desk)Experience: 5+ yearsEducation: high_schoolSkills: ["Communication","Analytical thinking","Independent judgment","Attention to detail","Proactiveness"]

Handle inbound phone and email inquiries from cash management customers, researching issues and training clients on cash management products. Provide accurate product/service information, diagnose technical and procedural issues across systems such as Access Money Manager, EZ Deposit, File Transmissions, ACHieve, and SweepNet, and resolve or escalate within established timeframes. Coordinate with operational support teams and help minimize financial risk by proactively flagging emerging service standard obstacles.

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Citizens Bank
Citizens Bank
1 month ago

Client Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Handle inbound phone and email inquiries from cash management customers, researching issues and training clients on cash management products. Provide accurate product/service information, diagnose technical and procedural issues across systems such as Access Money Manager, EZ Deposit, File Transmissions, ACHieve, and SweepNet, and resolve or escalate within established timeframes. Coordinate with operational support teams and help minimize financial risk by proactively flagging emerging service standard obstacles.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Support (Service Desk)

Key Responsibilities

  • •Serve cash management customers by taking telephone and email inquiries, researching issues, and training clients on cash management products.
  • •Answer questions and provide product/service information and assistance to customers.
  • •Independently service internal and external customers across a wide variety of cash management products, services, and technical issues.
  • •Research and resolve customer problems within established timeframes, coordinating with operational support staff for reconciliation.
  • •Diagnose, prioritize, resolve, and/or escalate technical, system, or procedural issues related to cash management platforms and transmissions.

Key Requirements

  • •In-depth knowledge of the financial services industry and cash management products, including regulatory and compliance requirements.
  • •Minimum 5 years of banking and customer service experience; call center experience is highly preferred.
  • •Strong communication skills and the ability to provide product/service information to customers.
  • •Analytical skills to recognize trends and research problems to resolution.
  • •Attention to detail, independent judgment, and a proactive attitude with quick learning ability.
Experience:5+ yearsBankingCustomer serviceCall center
Education:High School
Skills:CommunicationAnalytical thinkingIndependent judgmentAttention to detailProactiveness
Tech Stack:Access Money ManagerEZ DepositFile TransmissionsACHieveSweepNet

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website