Client Service Specialist I (Hybrid)

First Citizens; Phoenix (AZ); Hybrid; USD 40,000 - 55,000; Full time

Job summary

First Citizens Bank is seeking a candidate for a hybrid role that supports commercial clients with onboarding and servicing requests. You will handle inquiries about bank products and provide technical support, ensuring timely and accurate resolutions to client issues.

The position requires a Bachelor's Degree with relevant experience or a combination aligning with the alternative education path. This role emphasizes adherence to regulatory standards and collaborative work within the team.

Qualifications

• Bachelor's Degree is required with 1 year of Banking/Financial Services, Customer Service or Operations Support experience OR
• High School Diploma/GED with 2 years of Banking/Financial Services, Customer Service or Operations Support experience.
• Preferred: Bachelor's Degree may be considered as 2 years of overall experience

Responsibilities

• Provide onboarding and servicing support for commercial client requests through multiple channels.
• Assist with bank product information and technical support, researching and resolving issues under supervision.
• Collaborate in meetings, trainings and special projects as directed by management.

Education

Bachelor's Degree in Banking/Financial Services or related field

High School Diploma or GED/Equivalent

Job description

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
We are looking for candidates who live within 50 miles of our locations: 4950 S. 48th Street, Phoenix, AZ 85040, 2750 E. Cottonwood Heights Parkway, Cottonwood Heights, UT 84121 or 100 E. Tryon Road, Raleigh, NC 27603

Acts as the primary contact for the servicing of commercial client requests. Requests may consist of various task types inclusive of account opening, account servicing, bank transaction inquiries, and technical support. May also be responsible for influencing client adoption of online tools. Requests are received through a variety of channels and resolutions are generated by navigating, researching, executing, or escalating issues typically guided by precedent and/or established procedures. Accountable for facilitating and positively influencing the client experience by effectively delivering accurate and timely resolutions. Performs assigned functions under regular supervision and ensures adherence to all regulations, procedures, policies, and job-aids.

Responsibilities & Qualifications

Duties & Responsibilities:

• Daily Operations - Provides client support for onboarding and servicing requests received through various channels to inquiries that may be a general or routine bank request or action; assistance with bank products and/or technical support. Formulates responses or implements action under supervision which may result in the inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners. Problem solving is guided by precedent.
• Solution generation may result in the recommendation of additional action and/or bank products or programs; the execution of account maintenance requests, quality assurance monitoring and account reviews to mitigate risk. Onboard new clients/accounts in adherence to regulatory standards.
• Collaboration - Participates in meetings, trainings and other duties or special projects as assigned by management.

Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 1 year experience in Banking/Financial Services, Customer Service or Operations Support OR High School Diploma or GED/Equivalent and 2 years' experience in Banking/Financial Services, Customer Service or Operations Support

Preferred Education: Bachelor's Degree may be considered as 2 years overall experience

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.