Client Services & Solutions - Specialist II

Bankmw; United States; Remote; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Client Services & Solutions Specialist to enhance client interactions and support. This role involves addressing client inquiries, resolving issues, and providing banking solutions in a dynamic call center environment. Emphasizing effective communication and critical thinking, the specialist will build trust and loyalty with clients. The company fosters a remote work culture, offering flexibility and a comprehensive benefits package, ensuring a supportive environment for personal and professional growth. If you're passionate about client service and eager to make a difference, this opportunity is for you.

Benefits

401k

Stock Purchase

Paid Time Off

Education Reimbursement

Banking Perks

Qualifications

• 2+ years of experience in a bank call center.
• Knowledge of call center protocols and client servicing.

Responsibilities

• Assist clients with banking inquiries and complaints.
• Provide support for Online Banking and Bill Payment.

Skills

Interpersonal Skills

Problem-Solving

Communication Skills

Digital Banking Tools

Microsoft Office

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Client Services & Solutions - Specialist II

Kansas, USA & Utah, USA

Job Description

Posted Monday, April 28, 2025 at 6:00 AM

Our culture emphasizes common sense, fairness, simplicity, and understanding the complexities of our clients' lives to offer simple solutions. We are committed to Equity, Diversity, and Inclusion, promoting growth and sustainability in our communities.

This role supports our call center, creating valuable interactions that build trust and loyalty. As a Client Services & Solutions Specialist, you will assist clients with questions, complaints, and banking inquiries across multiple channels, using effective communication and critical thinking to identify needs and detect fraud.

You will operate within a structured environment requiring attention to detail, compliance with regulations like BSA and OFAC, and the ability to navigate various systems. Responsibilities include providing support for Online Banking and Bill Payment, resolving client concerns, and offering relevant banking solutions. Building rapport and maintaining professionalism with clients and team members are essential.

Minimum Requirements

• High School diploma or equivalent
• At least 2 years of relevant experience in a bank call center
• Knowledge of call center protocols and client servicing

Desired Qualifications

• Experience with bank call centers and client servicing
• 3+ years of relevant experience
• Bilingual in Spanish and English
• Fraud detection experience

Skills and Abilities

• Strong interpersonal skills and team cohesion
• Logical thinking and problem-solving abilities
• Excellent oral and written communication
• Knowledge of digital banking tools
• Ability to manage stressful situations and prioritize tasks
• Flexibility and responsiveness to change
• Proficiency in Microsoft Office and web solutions

We support a remote work environment with flexible hours, typically 8am-7pm CT, and every other Saturday. Candidates must work efficiently, including overtime if necessary.

We offer a comprehensive benefits package, including insurance, 401k, stock purchase, paid time off, education reimbursement, and banking perks. For more details, click here .

If you share our values and are interested in this opportunity, we encourage you to apply. We are committed to providing reasonable accommodations and equal employment opportunities.

Applicants must complete background checks and verification processes prior to employment and must be authorized to work in the U.S.