PCB Client Support Specialist II - RJ Bank

Raymond James; Saint Petersburg (FL); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Raymond James seeks a customer-focused professional to advise clients on a range of financial products, including savings, insurance, consumer credit, and mortgages. You will have direct client contact and handle Bank Loan & Deposit products, balancing regulatory compliance with quality service.

The role involves reviewing transactions, building rapport, data entry, and occasional outbound outreach in a hybrid work setting. 7–12 months of general experience is typical for candidates.

Qualifications

• General Experience - 7 to 12 months in a client-facing role.
• Experience with financial products or banking services is a plus.
• Ability to follow policies and regulatory requirements.

Responsibilities

• Review and approve financial transactions per policies and authority.
• Interact with customers to clarify requirements and build rapport.
• Enter and verify data in branch systems and document counter transactions.
• Make outbound calls to potential customers and follow up on requests.
• Provide basic customer service and handle inquiries; escalate complex matters.
• Ensure accuracy of customer details and maintain follow-up notes.
• Adhere to mandatory procedures and quality standards.

Skills

Clear communication

Relationship building

Customer service

CRM usage

Policy interpretation

Risk assessment

Action planning

Compliance awareness

Tools

CRM software

Job description

Job Description Summary

Advise clients about a range of financial products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. This deals with both Raymond James Bank Loan & Deposit Products.

Responsibilities

• Review, evaluate, and approve financial transactions in accordance with organizational policies, regulatory requirements, and delegated authority.
• Exercise sound judgment to identify, assess, and elevate complex or high-risk transactions when appropriate.
• Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions. Interview the customer, using a simple standard sales script, to clarify the customer's requirements.
• Make calls (by telephone or in person) to allocated potential customers to establish contact and build rapport.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Carry out standard customer service activities and handle simple customer inquiries. Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Assess compliance with established standards and protocols for parts of routine inquiries.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

• Communicates clearly and effectively to express ideas, request actions, and support planning and decision-making.
• Builds trust and develops strong relationships with customers and key stakeholders through positive, value-driven interactions.
• Delivers exceptional customer service by ensuring customers feel understood, appreciated, and confident in the organization's support.
• Effectively manages service conversations using a structured approach (open, learn, respond, and close).
• Navigates difficult customer conversations with professionalism, empathy, and a focus on resolution.
• Develops and executes action plans based on business requirements and recommendations.
• Interprets, applies, and monitors policies and procedures to ensure alignment with organizational objectives.
• Effectively utilizes customer relationship management (CRM) and other customer management systems to support business activities.
• Assesses transaction risk by reviewing customer requests, supporting documentation, and applicable policies to ensure compliant, accurate, and appropriate approval decisions.

Work Experience

General Experience - 7 to 12 months

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We Expect Our Associates At All Levels To

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.