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OPPORTUNITIES, INC.
Addison, TX | Full Time
$47k-63k (estimate)
2 Months Ago
Pacific Premier Bank
Addison, TX | Full Time
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Addison, TX | Full Time
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Client Services Specialist
$47k-63k (estimate)
Full Time | Ancillary Healthcare 2 Months Ago
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OPPORTUNITIES, INC. is Hiring a Client Services Specialist Near Addison, TX

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, question or concern 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 technical assistance, support, training and troubleshooting for Consumer and Business customers including but not limited to the following services Consumer and Business Online Banking, Remote Deposit Capture, ATM Debit Card inquiries, Mobile Banking, General Account Inquiries, Password resets for various systems, Reg E claims, Bill Pay, and Telephone Banking
  • Assist with training new Client Service Specialists
  • Coordinate with Bank vendors when needed in order to resolve customer inquiries.
  • 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/AM 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.

QUALIFICATIONS

  • 2 years of customer service experience required.

A reasonable, good faith estimate of the minimum and maximum base salary for this position is $17.53/hr. to $26.29/hr. 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 https://www.ppbi.com/careers.html

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Job Summary

JOB TYPE

Full Time

INDUSTRY

Ancillary Healthcare

SALARY

$47k-63k (estimate)

POST DATE

03/23/2024

EXPIRATION DATE

07/02/2024

WEBSITE

oppinc.com

HEADQUARTERS

FORT ATKINSON, WI

SIZE

200 - 500

FOUNDED

1966

CEO

BARBARA LE DUC

REVENUE

$10M - $50M

INDUSTRY

Ancillary Healthcare

Related Companies
About OPPORTUNITIES, INC.

Opportunities, Inc. is a Community Rehabilitation Program based in Fort Atkinson, Wisconsin, with additional locations in Watertown, Madison and Oconomowoc. For over 50 years the agency has continued to expand its comprehensive vocational training and employment services, social integration, academic programs, and supportive home care for individuals with barriers, to include those with disabilities, limited work experience, AODA issues, language challenges, economic disadvantages, employment dislocation, re-entry and veterans. Opportunities, Inc. is also a leader in social enterprise; through ... co-manufacturing, staffing and custom design and print services it offers a quality driven service for its business partners while promoting positive advances for the community. MISSION: Provide services for individuals for the purpose of maximizing their success and enhancing their abilities to be independent, contributing members of the community. More
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The job skills required for Client Services Specialist include Client Service, Customer Service, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services 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 Services Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Specialist positions, which can be used as a reference in future career path planning. As a Client Services Specialist, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Specialist. You can explore the career advancement for a Client Services Specialist below and select your interested title to get hiring information.

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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

A Client Services Specialist also assists Account Managers to ensure a high level of customer service.

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Build and nurture strong personal relationships with clients.

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Perform other administrative duties as required to build business for clients.

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The Client Services Specialist examine, monitor, manage the client and talent agreements, ensuring that all contracts are executed accurately and error-free.

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A positive attitude and the ability to build relationships with clients to provide non-technical problem resolution.

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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.

Career tips from people on Client Services Specialist jobs

Communicate clearly with customers.

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Know how to close a conversation.

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Learn How to Use Data Analysis / Reporting tools.

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Stay Updated on the Latest Digital Marketing Trends.

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Build and nurture strong personal relationships with clients.

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Step 3: View the best colleges and universities for Client Services Specialist.

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