Client Service Specialist I (Hybrid)

First Citizens Bank; Phoenix (AZ); Hybrid; USD 60,000 - 90,000; Full time

Job summary

First Citizens Bank is seeking a professional for a hybrid role with regular in-office and remote work within 50 miles of listed locations, including Phoenix, AZ. The position focuses on servicing commercial client requests, onboarding new clients, and advising on online tools adoption.

Duties include handling account opening, servicing inquiries, and resolving issues under supervision while complying with regulations and bank policies. Strong collaboration and problem solving are essential.

Qualifications

• Bachelor's Degree and 1 year experience in Banking/Financial Services, Customer Service or Operations Support.
• High School Diploma or GED/Equivalent with 2 years' experience in Banking/Financial Services, Customer Service or Operations Support

Responsibilities

• Onboard new clients/accounts in adherence to regulatory standards.
• Provide client support for onboarding and servicing requests via multiple channels.
• Collaborate in meetings, trainings and other duties or special projects.

Education

Bachelor's Degree

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.

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.