Client Service Specialist

Socket.dev; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Socket.dev is seeking a client services professional to manage the journey from onboarding through treasury-related requests. You will engage teams on deposits, ensure quick turnarounds, and identify client needs while maintaining high satisfaction.

You will be the primary contact for clients in your market and will advocate for their interests with internal partners. The role emphasizes collaboration, accurate communication, and proactive service delivery across banking products and treasury

Qualifications

• High School diploma or GED with at least 3 years banking experience in customer service or treasury management.
• Bachelor's degree plus experience with Commercial/Corporate businesses preferred.

Responsibilities

• Manage the client journey to provide services with quick, accurate turnaround times.
• Identify customer needs and take proactive steps to maintain a positive experience.
• Act as the main point of contact for clients in the assigned market vertical and own completion of requests.
• Foster partnership and collaboration with internal business partners to drive consistent communication and alignment.
• Liaise and advocate for the client and ensure continuity of care when internal experts are needed.
• Identify cross-sale opportunities to appropriate line of business partners.

Skills

Bank product knowledge

Self-starter

Office & Salesforce

Detail orientation

Analytical ability

Communication

Multitasking

Deposit account knowledge

Treasury management knowledge

Education

High School diploma or GED

Bachelor's degree (preferred)

Tools

Salesforce

Microsoft Office

Bank core systems

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.

Qualifications

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.