Client Services & Solutions - Specialist II

Community Banks of Colorado; Missouri; Remote; USD 35,000 - 55,000; Full time

Job summary

A leading bank is seeking a Client Services & Solutions Specialist with a commitment to exceptional client experiences and fraud prevention. The role includes assisting with client inquiries, navigating systems, and maintaining regulatory compliance. Ideal candidates possess strong interpersonal and communication skills and have experience in a banking call center environment.

Benefits

Medical, dental, and vision insurance

401k plan

Paid time off

Education reimbursement

Flexible working hours

Qualifications

• Minimum 2 years relevant job experience in a bank call center.
• Basic understanding of call center protocols.
• Experience in fraud protection and client service.

Responsibilities

• Assist with client inquiries and fraud prevention.
• Provide support for Online Banking and Bill Payment.
• Navigate multiple systems to resolve client concerns.

Skills

Interpersonal skills

Analytical skills

Communication skills

Customer service skills

Problem-solving skills

Education

High School Education or equivalent

Associate’s degree (desired)

Tools

Microsoft Excel

Microsoft Word

Job description

Client Services & Solutions - Specialist II

Join to apply for the Client Services & Solutions - Specialist II role at Community Banks of Colorado

Client Services & Solutions - Specialist II

1 week ago Be among the first 25 applicants

Join to apply for the Client Services & Solutions - Specialist II role at Community Banks of Colorado

It starts with our culture...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our associates understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all our associates to feel welcome and empowered at work.

This position is supporting the bank’s call center. Call centers create valuable interactions that build trust and loyalty. As a result, this Client Services and Solutions Specialist will play a pivotal role in nurturing strong relationships, providing exceptional client experiences and preventing fraud for our Bank of Jackson Hole, Bank Midwest, Community Banks of Colorado, and Hillcrest Bank clients. With the highest degree of courtesy, compassion, and professionalism, you will assist with client questions, complaints, and banking inquiries. You will use effective communication, probing questions, and critical thinking to ascertain various needs while identifying any areas of fraud.

As a Client Services & Solutions Specialist, you will perform within a well-defined structure where repeatable results are expected. The work is precise with a need for attention to detail. While maintaining client interaction which may occur across multiple channels, you will navigate various systems and programs. As a critical line of defense in fraud prevention, careful adherence to established procedures and processes are essential.

Client Services Specialists are expected to provide both internal and external Online Banking and Bill Payment support, offer resolution for client concerns and offer relevant solutions for their personal banking financial needs.

All associates are expected to build a rapport with clients and team members, treating them with respect and consideration regardless of their status or position. Maintaining current knowledge and consistent compliance with regulations and bank policies and procedures related to the position is essential, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements: To be considered for this position, you must possess the following qualifications.

• High School Education or equivalent.
• Minimum of 2 years of relevant job experience within a bank call center.
• Basic knowledge of call center protocol and client servicing experience.
• Basic level of work experience, knowledge, and training in call center environment.
• Fraud protection experience
  
  

Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:

• Associate’s degree.
• Experience with bank call center/client servicing.
• 3+ years of relevant job experience.
• Bilingual in Spanish and English
• Fraud detection experience strongly desired
  
  

Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list.

• Strong interpersonal skills and the ability to build peer and/or team cohesiveness
• Ability to think logically, to analyze situations and provide appropriate solutions, which may include personal banking products.
• Strong oral and written communication skills with the ability to clearly and concisely articulate resolution to a variety of issues.
• Provide awareness on digital banking tools and general instruction to enhance the client user experience.
• Ability to manage difficult and stressful situations in a fast-paced environment.
• Ability to prioritize competing demands and effectively manage multiple tasks
• Responsiveness and flexibility; ability to adapt to changes
• Proficient in Microsoft Excel, Word, and vendor web solutions
  
  

Work Environment

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• Work from home (WFH), Virtual, Remote environment.
• Hours can vary from 8am-7pm M-F CT and every other Saturday 9am-2pm CT.
• Must be able to work at a rapid pace for long periods (typically no longer than 8 hours).
• Must be able to work overtime to the extent necessary.
  
  

Benefits

In addition to your financial compensation, eligibility to participate in a scorecard-based incentive plan based on company and individual performance, we also offer a generous benefits package that includes medical, dental, vision, critical illness, accident and hospital indemnity insurance, company paid life insurance, parental benefits, 401k, an associate stock purchase program, paid time off, education reimbursement, and associate banking perks. For more information about the benefits offered click here.

If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

Thank you for your application!

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking

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