Senior Bilingual Client Services Specialist - English and Spanish

Accountable for ensuring client retention and satisfaction by efficiently and promptly addressing all service requests and inquiries. Initiates outreach to clients as needed to provide exceptional service, ensuring adherence to company policies and regulatory requirements. Independently handles loan servicing requests, including advances, pay‑downs, statement and bill copies, billing issues, insurance, escrows, flood insurance, and related items, ensuring accurate and timely processing. Manages the onboarding of new clients by opening and processing all types of accounts, products, and services. Serves as the primary point of contact for client servicing, maintaining comprehensive knowledge of the relationship. Ensures all documents are uploaded in the system within the defined timeframe for account opening, in line with CNB P&P. Completes customer profiles/CIP, Bizchex‑Chexsystem, ownership information, and account profiles, performing list checks, OFAC & Google searches. Sets up and maintains analysis composites to ensure accurate data representation, collaborates with cross‑functional teams to integrate necessary account information, and ensures that all client data is properly linked and balanced for analysis and reporting. Handles Domestic & International Wire Transfers, Internal Transfers, Stop Payments, Cashier’s Checks, and Debit Cards. Responsible for ensuring regulatory excellence and compliance with regulatory requirements, including completion of KYCs/EDDs when onboarding clients. Requirements 5-7 years of experience in client service, with a preference for roles within the financial services industry. Demonstrated ability to address client inquiries, resolve issues, and provide comprehensive support in a financial services environment. In‑depth expertise in banking products and services, specializing in loan servicing, depository, and treasury management products. Ability to work independently and efficiently in a high‑pressure environment, while ensuring client satisfaction through effective task management. Proficient in utilizing loan/depository systems and banking software for processing transactions, managing client accounts, and resolving system issues. Expertise in Microsoft Word, Excel, and Outlook, with advanced capabilities in generating reports, analyzing data, and communicating effectively through office applications. Advanced verbal and written communication skills, with the ability to convey complex banking concepts to clients and colleagues in a clear and professional manner. Strong attention to detail, with a demonstrated ability to manage multiple tasks simultaneously, ensuring high standards of quality and accuracy. Advanced interpersonal skills, phone etiquette, and customer service capabilities, with experience in managing client relationships and professionally addressing inquiries. Hard Skills loan servicing banking products depository management treasury management KYC EDD data analysis transaction processing client account management compliance Soft Skills client service problem solving task management attention to detail communication interpersonal skills customer service independence time management professionalism #J-18808-Ljbffr Jobtailor