Client Service Specialist

Cambridge Savings Bank; Waltham (MA); Hybrid; USD 41,000 - 45,000; Full time

Benefits offered by this job

Healthcare

Parental planning

Mental health benefits

Performance bonus opportunities

401(k) plan and match

Flexible time off

Job summary

Cambridge Savings Bank is seeking a Client Service Specialist to provide top-tier service to its commercial and small business clients. You will be the first point of contact, delivering responsive banking solutions and exceptional support through the Customer Resource Center.

You will collaborate with Treasury, Sales, and Operations to resolve complex issues and ensure client satisfaction. The role requires strong communication, CRM proficiency, and a proven ability to manage multiple

Qualifications

• Bachelor's degree preferred.
• 2 years banking experience with client service emphasis.
• Excellent verbal and written communication.
• Proficient with banking software and CRM systems; familiar with treasury management products.
• Strong analytical and problem-solving abilities.
• Excellent interpersonal and organizational skills.
• Flexible and able to work in a fast-paced environment.

Responsibilities

• Deliver exceptional client experience for Commercial and Small Business clients.
• Manage inbound/outbound communications; tailor solutions.
• Support treasury management services including online banking, ACH, wire transfers, and other related products.
• Collaborate with Treasury Sales, Operations, and Relationship Management.
• Use CRM to track interactions from start to finish.
• Maintain up-to-date service documentation and organized storage.
• Build relationships across departments to improve service delivery.
• Cultivate and deepen existing client relationships and identify new opportunities.
• Perform additional duties as required.

Skills

Client service

Communication

CRM systems

Banking software

Treasury management

Problem solving

Interpersonal skills

Organization

Adaptability

Education

Bachelor's degree preferred

Tools

CRM platforms

Online banking systems

Bill pay systems

Job description

Client Service Specialist

Position Summary

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity.The Client Service Specialist is responsible for providing a high level of client experience to the bank's small business and commercial client as a first point of contact within with Customer Resource Center Team. Using innovative banking solutions and the most welcoming and friendly service, you will focus on delivering an outstanding, seamless client experience while collaborating with business partners, and representing our brand promise of treating every client like they are our only client.

Key Result Areas

• Deliver an exceptional client experience by providing direct support to our Commercial and Small business clients regarding their inquiries related to bank products and digital solutions.
• Effectively manage inbound and outbound communications, actively listening to clients' needs and concerns to offer knowledgeable and tailored solutions. Demonstrate a proactive approach to problem-solving, ensuring swift and effective resolutions to client issues.
• Offer specialized support to clients regarding treasury management services, including business online banking, bill pay, ACH origination, positive pay, remote deposit capture, wire transfers, sweeps, lockbox, etc.
• Serve as an advocate for clients by collaborating with the Treasury Sales and Operations, and the Relationship Management teams to elevate complex issues and secure timely resolutions.
• Utilize customer relationship management (CRM) systems to meticulously track client interactions and manage requests from inception to resolution. Ensure that client's information is accurately maintained and updated throughout the service process.
• Maintain up-to-date service documentation, ensuring our document storage system is organized, accurate, and accessible at all times. This diligence supports efficient service delivery and compliance with bank standards.
• Establish and maintain effective working relationships with colleagues across departments, fostering a collaborative and cohesive team environment that enhances overall service delivery.
• Cultivate and deepen existing client relationships while actively identifying and acquiring new clients that align with the bank's strategic growth objectives; ensuring integrity and that clients feel valued and supported.
• Perform additional duties as required

Qualifications

• Bachelor's Degree preferred
• 2 years of experience in banking with a strong emphasis on client service, preferably with exposure to commercial banking or treasury management
• Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely to clients. Strong listening skills to accurately understand and address client needs and concerns.
• Proficient in the use of banking software and customer relationship management (CRM) systems. Familiarity with treasury management services such as online banking, ACH, wire transfers, and other related products.
• Demonstrated ability to analyze problems, identify solutions, and implement effective resolutions in a timely manner
• Strong interpersonal skills with a focus on building and maintaining positive relationships with clients and team members.
• Exceptional organizational skills, with the ability to manage multiple priorities and maintain a high level of accuracy and attention to detail.
• Embraces a flexible mindset with the ability to work effectively in a fast-paced, dynamic environment and adapt to changing priorities and work independently.

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

Location: Hybrid/Waltham, MA

Salary Range: $30.00 - $33.00/hr

The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $30.00 - $33.00/hr. Cambridge Saving Bank will determine actual compensation for the role based on factors including, but not limited to, the successful candidate's skills, qualifications, and experience. In addition, Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full-time roles including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.

Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370.

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.