Senior Client Support Specialist – Treasury & Banking

Citizens Business Bank; Rancho Cucamonga (CA); On-site; USD 28,000 - 36,000; Full time

Job summary

Citizens Business Bank is seeking a Client Support Specialist to deliver exceptional customer service by phone and email. You will handle inquiries, troubleshoot issues, and document incidents in our CRM with clear descriptions and resolutions.

The role requires a minimum of three years in treasury product services, knowledge of Commercial Banking, and strong MS Office skills. Join a team focused on customer satisfaction and operational excellence.

Qualifications

• High School diploma or GED.
• Minimum of three years working experience in treasury product services.
• Ability to read and interpret documents; strong communication.
• Knowledge of bank processes and customer service best practices.

Responsibilities

• Answers phone calls and emails from customers in a professional and courteous manner.
• Identify customers’ needs quickly and take appropriate action to ensure those needs are met.
• Resolves technical customer issues in an effective and expedient manner.
• Creates and maintains case documentation in a CRM portal with complete problem description, actions taken and resolution.
• Deliver quality customer experiences and recommend operational improvements to enhance efficiency.
• Understands Commercial Banking and Treasury products to assist troubleshooting.

Skills

Customer service

Communication skills

Research and problem solving

Treasury product services experience

Banking knowledge

Education

High School diploma or GED

Tools

MS Office

Job description

Citizens Business Bank is seeking a Client Support Specialist to deliver exceptional customer service by phone and email. You will handle inquiries, troubleshoot issues, and document incidents in our CRM with clear descriptions and resolutions.

The role requires a minimum of three years in treasury product services, knowledge of Commercial Banking, and strong MS Office skills. Join a team focused on customer satisfaction and operational excellence.