Financial Client Care Specialist - Onsite

Etech Global Services; San Antonio (TX); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) with company match

Paid Time Off (PTO)

Paid holidays

Employee discounts on banking products

Professional development and training

Job summary

Etech Global Services, LLC is seeking a Customer Care Specialist to handle inbound banking inquiries and provide accurate information on products and policies. The role requires professionalism, empathy, and precise documentation of client interactions across multiple banking systems.

Candidates should have 2+ years in retail banking or banking contact centers, excellent verbal and written communication, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Requires high school diploma or equivalent (GED, diploma from accredited school).
• Minimum 2 years of Retail Banking or Banking-related contact center experience, or equivalent client care roles.
• Strong verbal and written communication skills.
• Ability to multitask and prioritize effectively.
• Proficiency with computer systems and banking software.
• Ability to work in a fast-paced, high-call-volume environment.
• Attention to detail and accuracy in data entry and transactions.
• Professional demeanor and ability to stay calm under pressure.
• Problem-solving and critical thinking abilities.
• Active listening and understanding client needs.

Responsibilities

• Answer inbound calls from clients with banking inquiries and service requests.
• Assist clients with account inquiries, transactions, and financial services.
• Provide accurate information about banking products, services, and policies.
• Document all client interactions professionally and accurately in banking systems.
• Handle client concerns and complaints with professionalism and empathy.
• Resolve issues efficiently or elevate appropriately when needed.

Skills

Communication skills

Active listening

Multitasking

Attention to detail

Data entry accuracy

Problem solving

CRM systems

Banking software

Education

High school diploma or equivalent

Tools

Synovus platforms

Job description

• Answer inbound calls from clients with banking inquiries and service requests
• Assist clients with account inquiries, transactions, and financial services
• Provide accurate information about banking products, services, and policies
• Document all client interactions professionally and accurately in banking systems
• Handle client concerns and complaints with professionalism and empathy
• Resolve issues efficiently or elevate appropriately when needed

Banking Operations

• Process banking transactions including deposits, withdrawals, transfers, and account changes
• Establish and manage customer accounts according to bank policies and procedures
• Verify client identity and security information
• Maintain compliance with banking regulations and security protocols
• Navigate banking systems and databases accurately
• Maintain detailed records of all transactions and client interactions
• Utilize banking customer care systems and databases (including Synovus platforms, if applicable)
• Navigate multiple computer systems while assisting clients
• Input client information accurately and completely
• Use CRM systems to track client interactions and account history
• Troubleshoot basic technical issues or escalate as needed

Quality & Performance

• Meet quality standards for call handling and customer satisfaction
• Maintain professional communication standards at all times
• Follow company policies and procedures consistently
• Adhere to schedule and attendance requirements
• Participate in ongoing training and development

Required Qualifications

Education:

• High school diploma or equivalent (GED, diploma from accredited school)

Experience:

• Minimum 2 years of Retail Banking or Banking-related contact center experience, OR
• Current/previous experience as a Client Care Specialist II or equivalent role
• Strong verbal and written communication skills
• Ability to handle multiple tasks and prioritize effectively
• Proficiency with computer systems and banking software
• Ability to work in a fast-paced, high-call-volume environment
• Attention to detail and accuracy in data entry and transactions
• Professional demeanor and ability to remain calm under pressure
• Problem-solving skills and ability to think critically
• Active listening and ability to understand client needs

Availability:

• Must be available to work weekend shifts
• Must be able to commit to 10am-7pm schedule
• Reliable attendance and punctuality

Preferred Knowledge, Skills, & Abilities

• Retail banking or banking-related contact center experience
• Knowledge of banking transactions and policies/procedures associated with establishing customer accounts
• Familiarity with Synovus Customer Care related programs, systems, and databases (or similar banking platforms)
• Excellent interpersonal and rapport building skills
• Experience handling sensitive financial information
• Basic knowledge of banking products (checking, savings, loans, credit cards)
• Experience with quality assurance or customer satisfaction metrics

Benefits & Compensation

• Competitive hourly wage based on experience
• Health, Dental, and Vision Insurance
• 401(k) with company match
• Paid Time Off (PTO)
• Paid holidays
• Employee discounts on banking products
• Professional development and training opportunities
• Career advancement opportunities within banking
• Employee Assistance Program (EAP)

Training & Development

• Comprehensive onboarding program on banking systems and products
• Initial training on company policies, procedures, and compliance requirements
• Ongoing product and process training
• Coaching and feedback from supervisors
• Opportunities for skill development and advancement