Client Services Care Specialist
| Company | Western Alliance |
|---|---|
| Location | Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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.
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.
- 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.
- 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
- Experience working in a call center or cash handling preferred.
- Advanced speaking and writing communication skills.