Client Support & Digital Banking Specialist

Sunwest Bank; Meridian (ID); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Team culture

Growth opportunities

Benefits or Perks

Job summary

Sunwest Bank is seeking a Client Support Specialist in Meridian, Idaho. You will be the primary contact for deposit accounts and digital banking services, handling inquiries, guiding clients, and resolving issues with a client-first approach.

The role emphasizes efficiency, policy compliance, and collaboration with Operations and Branch staff to support customers and maintain security standards.

Qualifications

• High school diploma or equivalent.
• 1–3 years of experience in banking operations, deposit support, call center, or customer service.
• Strong communication, customer service, and problem-solving skills.
• Ability to independently research and resolve routine banking and digital issues.
• Proficiency in Microsoft Office and ability to navigate multiple systems.
• Maintain confidentiality.

Responsibilities

• Provide exceptional customer service via phone, email, and digital channels, owning client issues through resolution.
• Support online banking, mobile banking, account access, password resets, debit card inquiries, and navigation assistance.
• Assist with deposit account needs including balances, transaction research, stop payments, and account maintenance.
• Research and resolve client issues, documenting activities within case/ticketing systems.
• Identify and elevate potential fraud or suspicious activity in accordance with bank procedures.
• Collaborate with Operations, Branch staff, and internal teams to resolve issues efficiently.
• Educate clients on bank products and services; refer to Relationship Officers or specialized teams when needed.
• Maintain knowledge of deposit products, digital tools, and regulatory requirements.
• Ensure compliance with bank policies, information security standards, BSA/AML, and privacy requirements.

Skills

Customer service

Communication

Problem solving

Banking operations

Digital banking knowledge

Education

High school diploma or equivalent

Tools

Microsoft Office

Case management systems

Job description

Sunwest Bank is seeking a Client Support Specialist in Meridian, Idaho. You will be the primary contact for deposit accounts and digital banking services, handling inquiries, guiding clients, and resolving issues with a client-first approach.

The role emphasizes efficiency, policy compliance, and collaboration with Operations and Branch staff to support customers and maintain security standards.