Commercial Service Specialist

Role Overview

• Serve as primary point of contact for commercial clients via phone or email to support day-to-day servicing needs
• Develop a relationship with the client proactively to identify solutions to problems and improve the client experience
• Help to onboard new checking, savings, and CD accounts for clients
• Understand the client’s expectations and needs to serve as the point person for all their banking needs
• Respond with a sense of urgency to all internal and external client calls, questions and/or concerns
• Work in collaboration with the Relationship Team while setting clear expectations regarding deliverables and due dates
• Ensure The Unparalleled Customer Experience (TUCE) through quality service and coordination of client needs with other functions as needed and serve as liaison for client
• Provide client point of contact for day-to-day banking needs, questions, research, etc.
• Manage resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure client needs are met and problems are followed through to resolution
• Identify opportunities proactively for clients to self-serve

Requirements

• High school education or equivalent and 3+ years proven customer service experience OR any combination of education and experience that would provide an equivalent background preferably in banking or financial services
• Excellent professional verbal and written communication skills
• Flexibility and ability to multi-task in a fast-paced environment with quick turnaround requests
• Strong organizational skills
• Attention to detail
• Effective time management skills
• Disciplined self-motivation
• Resolution-based problem solving abilities
• Ability to work independently as well as in team environments
• Good interpersonal and networking skills to work with other internal areas

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits