Client Service Specialist

vnbcareers; Fort Lauderdale (FL); On-site; USD 52,000 - 75,000; Full time

Job summary

vnbcareers in Fort Lauderdale is seeking a Client Services Associate to manage the client journey across deposit accounts and treasury services, ensuring rapid and accurate turnaround times.

You will serve as the main contact for clients in your market, collaborating with internal teams to identify needs, advocate for clients, and drive consistent communication while pursuing cross-sale opportunities.

Qualifications

• High School diploma or GED with minimum 3 years banking experience in customer service or treasury management.
• Strong written and verbal communication skills.
• Attention to detail with ability to multitask and prioritize workflow.

Responsibilities

• Manage the client journey to ensure exceptional services with quick and accurate turnaround times.
• Engage assigned team on client onboardings for deposit account and treasury services; escalate research requests.
• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within assigned market vertical; own completion of requests.
• Foster collaboration with internal partners to drive communication and alignment.
• Liaise and advocate on behalf of the client; ensure continuation of care with internal experts as needed.
• Identity cross-sale opportunities to appropriate line of business partners.

Skills

Bank products

Bank services

Policies & procedures

Detail oriented

Education

High School diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Responsibilities include but are not limited to:

• Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.
• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
• Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
• Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
• Identity cross sale opportunities to appropriate line of business partners.

Required Skills:

• Extensive knowledge of all bank products, services, policies and procedures.
• Self-starter with the ability to work in a fast-paced environment.
• Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
• High degree of detail orientation.
• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
• Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
• Must be able to multi-task effectively and prioritize workflow.
• Knowledge of Commercial and Corporate Deposit Account Types.
• Knowledge of Treasury Management products, services, core and business online banking platforms.

Required Experience:

• High School diploma or GED with a minimum of 3 years of banking experience in customer service or treasury management.

Preferred Experience:

• Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.