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Description
Title: Client Support Specialist
Classification: Non-Exempt
Position Type: Full-Time
Location: Lee’s Summit, MO
Summary/Objective
The Client Support Specialist acts as the voice of the company when interacting with clients. Duties include answering client questions, helping to resolve individual problems, and handling other transactions. The Client Support Specialist will investigate and follow up on client problems; document outcomes and steps taken, as well as update client files and databases. Resolves problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems. The Client Support Specialist will also fulfill requests by clarifying desired information; completing transactions; and forwarding requests.
Requirements
Essential Functions
· Utilize CRM (Customer-Relationship Management) system.
· Read/write/speak Spanish and translate Spanish to English for bank staff, existing clients, and potential clients.
· Provide ongoing relationship servicing to clients to further business, to include status or enhancements to account productivity and suggestions for any resolutions.
· Complete checking and savings account transactions to include verifying deposit amounts and customer account balances, and check examination via an on-line terminal.
· Answer and route phone calls and give/take the appropriate information.
· Perform other duties as assigned.
Competencies:
· Build relationships, both internal to the bank, as well as with clients.
· Participate in industry training with regards to regulations, products, and services.
Physical Demands
· Regular requirements:
o Sit
o View computer monitors
o Talk
o Hear
o Use hands to type / handle / feel
o Reach with hands & arms
· May be required:
o Lift up to 20 lbs.
Required Education and Experience:
· Minimum High School Diploma or currently enrolled in High School
· Proficiency with Microsoft Office product suite (Excel; Word; Outlook)
* Lead Bank requires all employees to be fully vaccinated from COVID-19. Medical and/or religious accommodations may be requested.
*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full Time
Banking
$41k-52k (estimate)
10/05/2022
04/04/2023
lead.bank
GUNN CITY, MO
50 - 100
1979
WILLIAM L BRYANT
$10M - $50M
Banking
The job skills required for Client Support Specialist include Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Support Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Support Specialist. Select any job title you are interested in and start to search job requirements.
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Quotes from people on Client Support Specialist job description and responsibilities
Ensure positive client experience through high quality service and communication thereby attaining client retention.
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Handle client engagement document control and execute filing system policies.
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They are responsible for the overall results of the support team plus hiring, training, and retention of support employees.
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Support requests pertain to usage questions or clarification of documentation.
02/22/2022: Pascagoula, MS
Client Support Specialists are responsible for ensuring excellent client experiences and thus maximizing business.
03/10/2022: Reno, NV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Support Specialist jobs
Client support specialists must be able to handle a variety of situations with professionalism and tact.
03/02/2022: Cedar Rapids, IA
Communicate clearly with customers.
04/03/2022: Yakima, WA
Positive feedback helps the client progress and move through negative self-talk, ambivalence, resistance and other hurdles.
02/21/2022: Wichita Falls, TX
Aspiring candidates must provide excellent service and meet client needs while offering cost effective technological solutions to the organization.
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Dealing with customers and clients requires a lot of patience, kindness, and understanding.
03/15/2022: Spartanburg, SC
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