Client Service Specialist

vnbcareers; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

vnbcareers is seeking a client services professional to manage the client journey for deposit accounts and treasury services in the New York market. You will engage the assigned team on client onboardings, identify needs, and ensure quick, accurate turnaround times to maintain a positive client experience.

You will act as the main contact for clients, foster collaboration with internal partners, advocate for clients, and pursue cross-sale opportunities while handling multiple tasks with high

Qualifications

• Banking product knowledge across services, policies, and procedures.
• Ability to work in a fast-paced environment with initiative.
• Strong attention to detail and analytical ability.
• Excellent written and verbal communications with clients and internal teams.
• Ability to multi-task and prioritize workflow.

Responsibilities

• Manage the client journey with quick, accurate turnaround times.
• Engage team on client onboardings for deposits and treasury services.
• Identify customer needs and maintain positive experience.
• Be main point of contact for clients in assigned market vertical.
• Collaborate with internal partners to ensure clear communication.
• Advocate for clients and coordinate with internal experts as needed.
• Identify cross-sale opportunities.

Skills

Banking product knowledge

Self-starter

Attention to detail

Strong communication

Multi-tasking

Education

High School diploma or GED

Bachelor's degree (preferred)

Tools

Microsoft Office

Salesforce

Bank core systems

Email / Communications tools

Online banking platforms

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.