Client Services Specialist: Banking & Customer Experience

Socket.dev; Grafton (ND); On-site; USD 35,000 - 52,000; Full time

Job summary

Socket.dev in the United States is seeking a Client Services Specialist I to assist clients with transactions, online banking access, loan payments, and deposits. The role balances cash handling with accurate end-of-day duties while delivering Premier Experience customer service.

The position serves as the first point of contact for in-person and telephone client interactions, ensuring secure handling and responsive support for banking needs.

Qualifications

• 0–1 years of relevant experience with requisite competencies.
• High school Diploma.
• Strong communication and interpersonal skills.
• Proactive team player with initiative.

Responsibilities

• Respond to client needs regarding transactions, online banking access, loan payments, and deposits.
• Balance cash drawer and complete daily tasks with accuracy.
• Provide Premier Experience service to customers in person, by phone, and by email.
• Follow bank procedures regarding federal and state regulations such as Bank Secrecy Act (BSA) and Regulation CC.

Education

Highschool Diploma

Job description

Socket.dev in the United States is seeking a Client Services Specialist I to assist clients with transactions, online banking access, loan payments, and deposits. The role balances cash handling with accurate end-of-day duties while delivering Premier Experience customer service.

The position serves as the first point of contact for in-person and telephone client interactions, ensuring secure handling and responsive support for banking needs.