Banking Client Services Pro: Onboarding & Treasury Ops

Zing Recruiting; Saint Petersburg (FL); On-site; USD 25,000 - 30,000; Full time

Job summary

Zing Recruiting seeks a detail-oriented Client Services Specialist to support commercial and corporate banking clients in St. Petersburg, FL. This contract role focuses on delivering exceptional client service, coordinating deposit account openings and treasury onboarding with internal teams.

You will resolve service requests, escalate when needed, and collaborate with partners to ensure timely and accurate results while identifying cross-selling opportunities.

Qualifications

• High school diploma or GED is required.
• 3–5 years of banking customer service or treasury management experience.
• Knowledge of commercial/corporate deposit accounts and treasury products.
• Proficiency with Office, email, and banking systems; Salesforce preferred.

Responsibilities

• Serve as the primary contact for clients in an assigned market until resolution.
• Identify client needs and address service issues to maintain a positive experience.
• Coordinate deposit account openings and treasury onboarding with internal teams.
• Escalate research requests and engage subject matter experts for timely resolution.
• Collaborate with internal partners to ensure clear communication and delivery.
• Advocate for clients and coordinate cross-departmental support as needed.
• Identify cross-selling opportunities and connect clients with banking partners.

Skills

Customer service

Communication

Problem solving

Time management

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Zing Recruiting seeks a detail-oriented Client Services Specialist to support commercial and corporate banking clients in St. Petersburg, FL. This contract role focuses on delivering exceptional client service, coordinating deposit account openings and treasury onboarding with internal teams.

You will resolve service requests, escalate when needed, and collaborate with partners to ensure timely and accurate results while identifying cross-selling opportunities.