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.