Banking Client Support Specialist (Entry Level)

Socket.dev; California (MO); On-site; USD 32,000 - 42,000; Full time

Job summary

Socket.dev is seeking a Client Support Specialist to provide exceptional service through phone and email. You will create and maintain case records in a CRM portal, resolve inquiries, and collaborate with cross-functional teams to improve operations and customer satisfaction.

In this entry-level role, you will listen to customer needs, apply banking knowledge to troubleshoot products, and contribute to delivering a consistently positive Citizens Experience for external and internal customers.

Qualifications

• Proficient in MS Office (Excel, PowerPoint, Word).
• Experience delivering customer service via phone or email is preferred.
• Ability to document incidents clearly in a CRM system.

Responsibilities

• Answers phone calls and emails from customers in a professional and courteous manner.
• Identifies customer needs quickly and takes action to resolve issues.
• Resolves technical customer issues and documents incidents in the CRM portal.
• Promotes the Citizens Experience to customers and internal teams.
• Performs research and collaborates cross-functionally to resolve inquiries.

Skills

MS Office

Customer service

Time management

Communication

Education

High School diploma or GED

Job description

Socket.dev is seeking a Client Support Specialist to provide exceptional service through phone and email. You will create and maintain case records in a CRM portal, resolve inquiries, and collaborate with cross-functional teams to improve operations and customer satisfaction.

In this entry-level role, you will listen to customer needs, apply banking knowledge to troubleshoot products, and contribute to delivering a consistently positive Citizens Experience for external and internal customers.