Onsite Banking Client Services Specialist (Contract)

Talentify; East Providence (RI); On-site; USD 30,000 - 39,000; Full time

Job summary

Talentify is seeking a Client Services Specialist to join a Commercial Operations team serving business banking customers. You will be the first point of contact for customers using cash management, ACH, and commercial card products—answering questions by phone, chat, and email, fixing problems and teaching customers how to use the products.

You will dig into root causes when issues persist and suggest fixes to improve speed and quality of service.

Qualifications

• 5+ years of customer service and call center experience (banking experience preferred).
• Excellent phone communication and listening skills.
• Strong time management - able to prioritize and juggle a busy daily workload.
• Comfort working independently in a fast-paced environment.
• Solid computer skills.
• Analytical mindset with attention to detail and good judgment.
• Self-motivated with a drive to hit productivity goals.

Responsibilities

• Answer customer requests by phone, chat, and email for cash management, ACH, and commercial card products.
• Research questions and train customers on the full range of products offered.
• Diagnose, prioritize, and resolve technical, system, and procedure issues — or escalate when needed.
• Work with internal support teams to fix customer problems and prevent them from recurring.
• Spot trends in recurring issues and recommend process improvements.
• Flag potential problems to management before they affect service standards.

Skills

Customer service

Call center experience

Banking experience

Time management

Independent work

Analytical mindset

Problem solving

Communication skills

Education

High school diploma or GED

Bachelor's degree preferred

Job description

Talentify is seeking a Client Services Specialist to join a Commercial Operations team serving business banking customers. You will be the first point of contact for customers using cash management, ACH, and commercial card products—answering questions by phone, chat, and email, fixing problems and teaching customers how to use the products.

You will dig into root causes when issues persist and suggest fixes to improve speed and quality of service.