CAB (Community Association Banking) Relationship Manager

First Citizens Bank; Phoenix (AZ); On-site; USD 42,000 - 60,000; Full time

Job summary

First Citizens Bank is seeking a detail-oriented Operations Specialist in Phoenix to support bank products and services. You will review processes, handle complex documentation, resolve escalated servicing issues, and help improve workflows while delivering excellent client service.

The role requires a Bachelor's degree or a HS diploma with 4 years of customer service experience, and offers opportunities to lead a small work group and contribute to product and service delivery.

Qualifications

• Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Support or Customer Service.
• Experience handling complex servicing or documentation is a plus.
• Ability to troubleshoot processes and escalate when needed.

Responsibilities

• Account Servicing - Performs complex data entry, processing, and documentation.
• Operations - Performs advanced operational tasks, may lead team in daily activities.
• Business Expertise - Acts as a resource, troubleshoots processes for internal/external parties.
• Service & Support - Maintains relationships with customers, associates, or vendors; resolves escalated issues.

Skills

Customer service

Data entry

Process troubleshooting

Relationship building

Education

Bachelor's Degree or HS diploma with 4 years experience

Job description

Overview

This position supports Bank products or services within a business unit, in the execution of operating activities at the highest level of complexity. Responsible for reviewing processes, analyzing and resolving more advanced documentation or servicing issues that may arise. Implements enhancements to systems or processes in order to improve workflow. Ensures client satisfaction through the handling, processing, and servicing of escalated requests. May provide a leadership role for the work group through knowledge in the area of specialization.

Overview

This position supports Bank products or services within a business unit, in the execution of operating activities at the highest level of complexity. Responsible for reviewing processes, analyzing and resolving more advanced documentation or servicing issues that may arise. Implements enhancements to systems or processes in order to improve workflow. Ensures client satisfaction through the handling, processing, and servicing of escalated requests. May provide a leadership role for the work group through knowledge in the area of specialization.

Responsibilities & Qualifications

Duties & Responsibilities:

• Account Servicing - Performs complex data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
• Operations - Performs advanced operational tasks, manages vendor and associate inquiries. May lead team in direction and success of daily activities.
• Business Expertise - Acts as a resource in area of work. Performs process troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services. May support development of new products or services.
• Service & Support - Develops and maintains relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution. Handles escalated and complex support issues.

Qualifications

Minimum Required Education and Experience: Bachelor's Degree OR High School Diploma or GED/Equivalent and 4 years' experience in Support or Customer Service

Preferred Education

Preferred Area of Study:

Preferred Area Of Experience

Required Licenses or Certifications:

Additional Information

Preferred Licenses or Certifications

Bachelor's Degree and 0 years of experience in Support or Customer Service OR High School Diploma or GED and 4 years of experience in Support or Customer Service

Preferred Qualifications

• Community Association Banking Experience
• 1+ year of banking
• 4+ years of customer service experience

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.