Banking Client Services Specialist

Paycom - ATS; Ten Mile (TN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Rotating schedule

Job summary

Paycom - ATS in Tennessee is seeking an entry-level Client Services Agent I to deliver exceptional customer service to banking clients. You will handle inquiries, resolve issues, and guide customers through online and mobile banking while maintaining accuracy in CRM records.

The role emphasizes clear communication, problem-solving, and a willingness to learn banking products such as loans, accounts, and fees.

Qualifications

• Entry-level client services experience preferred, with a focus on banking products and services.
• Excellent verbal and written communication skills and the ability to problem-solve.
• Detail-oriented, capable of using CRM systems to document interactions accurately.

Responsibilities

• Respond promptly to customer calls, emails, and messages about banking products and services.
• Provide accurate information on balances, transactions, fees, and product features.
• Resolve issues, educate customers on online and mobile banking, and escalate when needed.
• Cross-sell or refer bank products where appropriate and maintain CRM records.
• Collaborate with team to ensure timely resolution and uphold call-center metrics.

Skills

Strong communication

Problem-solving

Customer service

Tools

CRM system

Job description

Paycom - ATS in Tennessee is seeking an entry-level Client Services Agent I to deliver exceptional customer service to banking clients. You will handle inquiries, resolve issues, and guide customers through online and mobile banking while maintaining accuracy in CRM records.

The role emphasizes clear communication, problem-solving, and a willingness to learn banking products such as loans, accounts, and fees.