Client Services Specialist

Responsibilities Accountable for ensuring client retention and satisfaction Initiates outreach to clients as needed to provide exceptional service Independently handles loan servicing requests Manages the onboarding of new clients Serves as the primary point of contact for client servicing Completes customer profiles/CIP, Bizchex-Chexsystem, ownership information, and account profiles Sets up and maintains analysis composites to ensure accurate data representation Handles Domestic & International Wire Transfers Responsible for ensuring Regulatory Excellence and compliance with regulatory requirements Completes Reg E disputes, resolves fraud, check disputes, and other activities related to the Aithent system Requirements Minimum 2 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 Proficient in utilizing loan/depository systems and banking software for processing transactions Expertise in Microsoft Word, Excel, and Outlook Advanced verbal and written communication skills Strong attention to detail Advanced interpersonal skills, phone etiquette, and customer service capabilities #J-18808-Ljbffr