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Client Services Specialist
$47k-63k (estimate)
Full Time | Banking 1 Month Ago
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Pacific Premier Bank is Hiring a Client Services Specialist Near Addison, TX

Description

The Client Service Specialist is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Possess expertise in Banking /Treasury Management products and services, which will be used to provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams. Work complexity is moderate to increasingly complex in nature and works under limited supervision.

RESPONSIBILITIES

  • Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, questions or concerns to resolution.
  • Make appropriate decisions on behalf of the customer quickly and effectively.
  • Provide information and knowledgeable assistance efficiently and professionally.
  • Ability to effectively prioritize work to ensure efficiency.
  • Follows up and follows through on all pending customer inquiries on daily basis while tracking all activities in the department's ticketing system.
  • Effectively manage customer complaints and de-escalate when necessary.
  • Research complex tickets and provide updates and timely resolution.
  • Consistently meet defined key performance indicators.
  • Provide simple to complex technical assistance, support, training and troubleshooting for Consumer and Business customers including but not limited to the following services: o Consumer and Business Online Banking o Remote Deposit Capture o ATM Debit Card inquiries o Mobile Banking o General Account Inquiries o Password resets for various systems o Reg E claims o Bill Pay o Telephone Banking.
  • Assist with training new Client Service Specialists.
  • Coordinate with Bank vendors when needed in order to resolve customer inquiries and system issues.
  • Coordinate with the Information Technology and Information Security teams to escalate security issues to stop fraud activity; communicate and recommend fraud solutions to customers.
  • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
  • Other duties as assigned.

QUALIFICATIONS

  • 2 years of customer service experience required.

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $17.53 to $26.29. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$47k-63k (estimate)

POST DATE

03/23/2024

EXPIRATION DATE

03/31/2024

WEBSITE

ppbi.com

HEADQUARTERS

SAN LUIS OBISPO, CA

SIZE

1,000 - 3,000

FOUNDED

1983

CEO

REBECCA BERKLUND

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Pacific Premier Bank

Work with a company focused on your success supported by a financially strong foundation: Ranked one of Americas Best Banks by Forbes (2021)* 5-Star Rating from BauerFinancial Recommended for 61 consecutive quarters (2021) Fortune's 100 Fastest Growing Companies (2018) S&P Global Market Intelligence A Top-Performing Regional Bank (2018) *2021 Forbes Media LLC. Used with permission. Founded in 1983, Pacific Premier Bank is a business and consumer bank with over $20 billion in total assets**, headquartered in Irvine, California, serving businesses and consumers throughout the United States.... We offer a robust array of deposit and loan products and services for commercial businesses. We specialize in doing business with small and middle-market businesses that need a broad range of loan, deposit, and treasury management products. In addition, we have specific market sector expertise in: HOA and Property Management Banking Franchise Lending SBA & USDA B&I Lending Commercial Real Estate Lending Specialty Deposits Give us a call at 888.388.5433 and Let's Talk, or visit www.ppbi.com. Member FDIC | Equal Opportunity Employer **Pacific Premier Bancorp, Inc. as of 06/30/2021. Pacific Premier Bank is a wholly owned subsidiary of Pacific Premier Bancorp, Inc. More
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If you are interested in becoming a Client Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Specialist job description and responsibilities

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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.

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Communicate clearly with customers.

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Know how to close a conversation.

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