Client Service Specialist I

Job Description

Job Description

Summary of Position

The Client Service Specialist I is responsible for assisting the Relationship Manager in the development of the portfolio. Responsible in assisting the Relationship Manager in expanding the customer relationship and cross-selling the Bank’s products and services. Assist the Relationship Manager in ensuring compliance with all BSA matters in timely manner. Proactively promotes business for the Bank by maintaining good customer relations. 

Essential Functions and Duties

• Responsible for assisting the Relationship Manager with developing and expanding the assigned portfolio aligning with the Bank’s strategy.
• Provide Relationship Manager with support in order to gather information to find new business opportunity. 
• Gather all required documentation in order to submit new account opening package to corresponding team. 
• Responsible for completing the assigned call log to cross-sell Bank’s products and services on a timely basis. 
• Responsible in providing excellent customer service by assisting new and existing customers via phone or in person ensuring their request are completed and/or forwarded to the appropriate areas. 
• Provide Relationship Manager with support for all account activity report/programs (ECS, investigations, ECS RFIs, KYC etc.) to ensure the accounts are in good standings with compliance.
• Follow-up with customer who are pending supporting documentation for BSA requirements. 
• Assist the Relationship Manager during business travel to ensure portfolio is serviced effectively.
• Assist Relationship Manager in other duties and projects as assigned. 
• Responsible for completing annual training program assigned. 
• Performs other functions and/or duties as assigned. 

Qualifications Requirements

• Education: Associate’s Degree in Business administration or related field or equivalent experience.
• Experience: One (1) year of experience in the Banking industry or in a customer service field.
• Advance computer skills including but not limited to proficiency in Microsoft Office (Word, Excel, Power Point, etc.)
• Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages.
• Strong verbal and written communication skills, ability to communicate at all levels of the organization.
• Strong attention to detail and accuracy.
• Ability to multi-task, with strong organization, time-management and prioritizing skills. 
• Strong customer service skills, ensuring satisfaction of both internal and external customers. 
• Knowledge of selling and cross-selling techniques to provide customers with the bank’s products and services. 
• Ability to proactively analyze client portfolio in order to ensure all products and services are offer.
• Intermediate knowledge of related State and Federal banking compliance regulations and operational policies. 
• Ability to work with supervision while performing duties. 
• Ability to work in a team environment ensuring performance goals are met.
• Ability to understand and comprehend instructions, procedures and policies ensuring compliance with the Bank’s policies and procedures. 
• Intermediate knowledge in bank’s operation activities, terminology and products and services.