Client Services Specialist 2nd Shift

Citizens Bank, N.A.; Johnston (RI); On-site; USD 25,000 - 34,000; Full time

Job summary

Citizens Bank in Johnston, RI is seeking a detail‑oriented cash management specialist to handle customer inquiries by phone and email. You will train clients on cash management products and provide expert information to ensure smooth service delivery.

You will independently service both internal and external clients, resolve issues within set timeframes, and collaborate with operations to minimize risk and enhance service quality. Schedule is Tue–Sat, 12:30pm–9:00pm, on site.

Qualifications

• Knowledge of the financial services industry and cash management products.
• Ability to respond to customer needs within established timeframes.
• Experience in banking or call center is preferred.

Responsibilities

• Respond to cash management customer inquiries by phone and email.
• Research and train clients on cash management products.
• Provide product information and assistance to customers.
• Independently service internal and external customers on cash management products and issues.
• Research problems and provide resolutions within set timeframes.
• Collaborate with support staff to reconcile client problems and reduce recurrence.
• Advise management of potential problems to meet service standards.
• Help minimize financial risk to the bank.
• Refer sales opportunities discovered during service to the Sales team.
• Diagnose and resolve technical or procedural issues related to listed cash management tools.

Skills

Strong communication

Analytical skills

Attention to detail

Proactive attitude

Quick learner

Tools

Access Money Manager

EZ Deposit

File Transmissions

ACHieve

SweepNet

Job description

Description

Responsibilities

• Serves cash management customers by taking telephone and email inquiries, research and training clients on cash management products.
• Provides product/service information by answering questions & offering assistance.
• Independently services both internal and external customers on a wide variety of cash management products, services and technical issues.
• Research problems and provide customer with resolution within established timeframes.
• Work with various operational support staff in the reconciliation of client problems while attempting to limit future occurrences.
• Proactively advise management of impending problems or obstacles to meeting service standards.
• Expected to help minimize financial risk to the bank.
• Maximize customer opportunity by referring opportunities to Sales that are identified during the service process.
• Diagnose, prioritize, resolve and/or establish all technical, system, or procedural issues related to Access Money Manager, EZ Deposit, File Transmissions, ACHieve, SweepNet etc.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Incumbent must have in-depth knowledge of the financial services industry and CashManagement products (including regulatory and compliance), systems and operations to successfully respond to customer needs and meet established timeframes.
• Minimum 5 years’ banking and customer service, minimum experience and call center experience is highly preferred.
• Strong communication skills.
• Analytical skills and the ability to recognize trends.
• Exercise considerable independent judgment.
• Attention to detail.
• Pro‑active attitude.
• Quick to learn several applications.

Hours & Work Schedule

• Hours per Week: 12:30pm - 9:00pm (days and hours are subject to change)
• Work Schedule: Tuesday - Saturday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.