Client Service Specialist I (Hybrid)

First Citizens Bank; Salt Lake City (UT); Hybrid; USD 40,000 - 65,000; Full time

Job summary

First Citizens Bank is seeking a hybrid role specialist to service commercial client requests, including onboarding, account servicing, and banking product inquiries, with a focus on delivering accurate and timely resolutions.

The role requires candidates to live within 50 miles of specified locations and to support online tools adoption while navigating regulatory guidelines and collaborating with internal partners.

Qualifications

• 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
• Onboarding and servicing client requests experience preferred
• Regulatory compliance experience preferred or required

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.
• Collaboration - Participates in meetings, trainings and other duties or special projects as assigned by management.

Skills

Customer service

Banking/Financial services

Education

Bachelor's Degree

High School Diploma or GED

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.