Client Service Specialist Pipeline

Socket.dev; Morristown (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Socket.dev is seeking a Client Services Specialist in Morristown, NJ to manage the client journey across onboarding for deposit accounts and treasury services. You will be the primary contact for assigned clients, ensuring quick, accurate responses and proactive service delivery.

Responsibilities include identifying client needs, coordinating with internal partners, and pursuing cross-sale opportunities while maintaining strong written and verbal communication with external clients and internal

Qualifications

• High School diploma or GED required with banking experience.
• Bachelor's degree plus experience with Commercial/Corporate clients preferred.
• Proficient in MS Office and Salesforce; strong written and verbal communication.

Responsibilities

• Manage the client journey to ensure exceptional service with quick, accurate turnaround times.
• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within assigned market vertical and own request completion.
• Foster partnership and collaboration with internal teams for consistent communication.
• Advocate for the client and coordinate additional internal expert involvement as needed.
• Identify cross-sale opportunities with appropriate line of business partners.

Skills

Client onboarding

Customer service

Communication

Attention to detail

MS Office

Salesforce

Core banking systems

Multi-tasking

Treasury management products

Relationship management

Education

High School diploma or GED

Bachelor's degree (preferred)

Tools

Microsoft Office

Salesforce

Bank core systems

Email

Job description

Responsibilities include but are not limited to:

• Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.
• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
• Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
• Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
• Identity cross sale opportunities to appropriate line of business partners.

QualificationsRequired Skills:

• Extensive knowledge of all bank products, services, policies and procedures.
• Self-starter with the ability to work in a fast-paced environment.
• Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
• High degree of detail orientation.
• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
• Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
• Must be able to multi-task effectively and prioritize workflow.
• Knowledge of Commercial and Corporate Deposit Account Types.
• Knowledge of Treasury Management products, services, core and business online banking platforms.

Required Experience:

• High School diploma or GED with a minimum of 3 years of banking experience in customer service or treasury management.

Preferred Experience:

• Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.