Banking Client Support Specialist I

Citizens Business Bank; Rancho Cucamonga (CA); On-site; USD 57,308,000 - 63,383,000; Full time

Job summary

Citizens Bank, N.A. in Rancho Cucamonga, CA is seeking a Client Support Specialist I. This full-time, entry-level role supports customers via phone and email from a dedicated contact center.

The position emphasizes resolving inquiries, documenting cases in a CRM, and delivering excellent customer experiences. The ideal candidate will have a HS diploma or GED and at least six months of related experience, with proficiency in MS Office and strong organizational skills to manage multiple tasks

Qualifications

• High School diploma or GED and six months related experience.
• Proficient in MS Office (Excel, PowerPoint, Word).
• Ability to communicate professionally by phone and email.

Responsibilities

• Answers phone calls and emails from customers in a professional and courteous manner.
• Identify customers’ needs quickly and take appropriate action to ensure those needs are met. Perform research and work cross functionally to elevate and resolve problems.
• Creates and maintains case documentation in a CRM portal to record customer incidents, including a complete description of the problem, what actions have been taken, customer impact and resolution.
• Deliver quality customer experiences and promote the Citizens Experience to all external and internal customers.

Skills

Organizational skills

Time management

Customer service

Education

High School diploma or GED

Tools

MS Office

Job description

Citizens Bank, N.A. in Rancho Cucamonga, CA is seeking a Client Support Specialist I. This full-time, entry-level role supports customers via phone and email from a dedicated contact center.

The position emphasizes resolving inquiries, documenting cases in a CRM, and delivering excellent customer experiences. The ideal candidate will have a HS diploma or GED and at least six months of related experience, with proficiency in MS Office and strong organizational skills to manage multiple tasks