Client Service Specialist

Zing Recruiting; Saint Petersburg (FL); Sur place; USD 25 000 - 30 000; Plein temps

Résumé du poste

Zing Recruiting seeks a detail-oriented Client Services Specialist to support commercial and corporate banking clients in St. Petersburg, FL. This contract role focuses on delivering exceptional client service, coordinating deposit account openings and treasury onboarding with internal teams.

You will resolve service requests, escalate when needed, and collaborate with partners to ensure timely and accurate results while identifying cross-selling opportunities.

Qualifications

• High school diploma or GED is required.
• 3–5 years of banking customer service or treasury management experience.
• Knowledge of commercial/corporate deposit accounts and treasury products.
• Proficiency with Office, email, and banking systems; Salesforce preferred.

Responsabilités

• Serve as the primary contact for clients in an assigned market until resolution.
• Identify client needs and address service issues to maintain a positive experience.
• Coordinate deposit account openings and treasury onboarding with internal teams.
• Escalate research requests and engage subject matter experts for timely resolution.
• Collaborate with internal partners to ensure clear communication and delivery.
• Advocate for clients and coordinate cross-departmental support as needed.
• Identify cross-selling opportunities and connect clients with banking partners.

Connaissances

Customer service

Communication

Problem solving

Time management

Formation

High school diploma or GED

Outils

Microsoft Office

Salesforce

Description du poste

St Petersburg , Florida Contract Oct 8, 2026

Client Services Specialist – Banking

Location: St. Petersburg, FL
Schedule: Monday–Friday, onsite
Job Type: Contract
Pay rate: $18-22/hr

Position Overview

We are seeking a detail-oriented Client Services Specialist to support commercial and corporate banking clients. This role focuses on delivering exceptional client service, coordinating deposit account and treasury management onboarding, resolving service requests, and partnering with internal teams to ensure timely and accurate results.

Key Responsibilities

• Serve as the primary point of contact for clients within an assigned market, taking ownership of requests through resolution.
• Identify client needs and proactively address service issues to maintain a positive client experience.
• Coordinate deposit account openings and treasury management onboarding with internal teams.
• Escalate research requests and engage appropriate subject matter experts to ensure timely resolution.
• Collaborate with internal business partners to maintain clear communication and consistent service delivery.
• Advocate for clients and coordinate support across departments when additional expertise is needed.
• Identify potential cross-selling opportunities and connect clients with the appropriate banking partners.

Qualifications

• High school diploma or GED required.
• 3–5 years of banking experience in customer service or treasury management required.
• Knowledge of commercial and corporate deposit accounts, treasury management products, and online banking platforms.
• Familiarity with banking products, services, policies, and procedures.
• Proficiency in Microsoft Office, email, and banking systems; Salesforce experience preferred.
• Strong written and verbal communication, analytical, and problem-solving skills.
• Excellent attention to detail, organization, and time management.
• Ability to multitask, prioritize competing requests, and work independently in a fast-paced environment.
• Strong collaboration skills and a client-focused approach.

Preferred Qualifications:

• Experience supporting commercial or corporate clients in industries such as commercial real estate, healthcare, government, or commercial and industrial businesses.

Zing Recruiting is an Equal Opportunity Employer.

We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other protected status under federal, state, or local law.

We are committed to fostering a diverse and inclusive workplace.

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