client service specialist

Community State Bank of Avilla, Indiana

<div><div>Community State Bank is seeking a <b>Full-Time Client Service Specialist </b>(approx. 36-40 hours per week) to join our dynamic Retail Banking team at our Avilla, Indiana branch. Candidates must have availability to work Monday through Friday from 8am to 5:30pm and Saturdays from 8am to 12:30pm. <b>Starting pay for this position is $17.00 per hour</b> with training provided to advance within the role/department.<br>
<br>
<b>Job Title: </b>Client Service Specialist<br>
<b>Reports To:</b> Client Service Manager<br>
<b>Supervises:</b> None<br>
<b>Division: </b>Retail<br>
<b>FLSA Classification:</b> Non-Exempt<br>
<b>Pay Rate:</b> Hourly<br>
<br>
<b>Position Purpose:</b> The Client Service Specialist (CSS) position is a front-line (teller) position. The CSS position will be responsible for providing exceptional client service while handling front-line banking transactions and inquiries, as well as offering products and services to clients to fulfill their financial needs.<br>
<br>
<b>Job Requirements</b><br>
<b>Education: </b>A high school diploma or equivalent required.<br>
<br>
<b>Experience: </b>Prior customer service and cash handling experience is helpful. A minimum of 1-2 (one to two) years of Retail banking experience is preferred but not required.<br>
<br>
<b>Skills:</b> Professional verbal and written communication skills; ability to type at least 40 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel occasionally between Bank locations as needed.<br>
<br>
<b>Essential duties include, but are not limited to</b><b>:</b><br>
<b>CSB Cultural Expectations</b></div>
<ul><li>Commit to learning, integrating, and modeling CSB&rsquo;s &lsquo;I CREATE&rsquo; core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality</li>
<li>Align to bank-wide vision, mission, and business objectives</li>
<li>Commit to continuous personal and professional growth in the areas of teamwork, client service, and job specific competencies</li>
</ul>
<div><br>
<b>General Job Duties</b></div>
<ul><li>Practice an exceptional standard of client service/hospitality</li>
<li>Maintain a &ldquo;client first&rdquo; approach for both external and internal customers</li>
<li>Create an observably positive experience for clients</li>
<li>Work with teammates to create a collaborative environment in serving the customer</li>
<li>Support and celebrate teammates&rsquo; growth</li>
<li>Adhere to schedule (timeliness)</li>
<li>Maintain a positive attitude of helping other team members, inside and outside of the branch with consideration of the ever-changing landscape of staffing, training, and process improvement</li>
<li>Be willing to ask questions in order to balance the risk to the bank and meeting customer needs</li>
<li>Exhibit a strong commitment to accuracy and attention to detail in transactions, cash drawer management, confidentiality, and client account maintenance</li>
<li>Demonstrate the strong communication skills and practices necessary for interactions with customers, the Client Service Manager, the Branch Manager, and colleagues</li>
<li>Exhibit a willingness to ask for help when necessary and offer it when needed</li>
<li>Accurately and efficiently perform all basic client service transactions, including deposits, withdrawals, payments, cashier&rsquo;s checks, money orders, check cashing, etc.</li>
<li>Adhere to signing and transaction authority limits, branch security requirements, cash handling security procedures, and dual control procedures</li>
<li>Learn signs of fraud and watch for fraudulent cash and transaction activity in order to protect the bank and clients</li>
<li>Know and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc.</li>
</ul><div><b>Physical Demands</b></div>
<ul><li>Frequent sedentary work that primarily involves sitting/standing for extended periods</li>
<li>Frequent repetitive motions that include the hands and/or fingers</li>
<li>Constant reaching with hands and arms</li>
<li>Constant operation of a computer and other office productivity machinery, such as a calculator, copy machine, phone</li>
<li>Constant written and verbal communication with others to exchange information</li>
<li>Constant state of awake and alertness</li>
<li>Occasional stooping, kneeling, or crouching</li>
<li>Frequently speaking and listening to coworkers and clients both in person and on the phone</li>
<li>Constant in-person attendance at job site</li>
<li>Occasional travel to a branch or client location</li>
<li>Occasional lifting of up to 30 pounds</li>
<li>Occasional exposure to adverse weather conditions</li>
<li>Constant exposure to moderate office noise levels in a group setting</li>
</ul>
<div><br>
<i>Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</i></div></div>

Client Service Specialist

Columbia Bank

<div><div><div><b>About Us:</b></div></div><div></div><div><br>
At Columbia Bank, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.</div><div></div><div><br>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div></div><div><br>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div></div><div><b><br>
About the Role:</b></div><div></div><div><br>
As the first point of contact for most clients, the Client Service Specialists (Teller) play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Float Manager, various Branch Managers and Assistant Branch Managers, the CSS-Float role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The CSS-Float role is also responsible for traveling within a geographic area to cover branches that need staffing support.</div><br>
<div></div><ul><li>
Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc.</li><li>
Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc.</li><li>
Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds.</li><li>
Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank&rsquo;s Breakthrough Client Service Standards.
</li><li>Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.</li><li>
Discuss and uncover customer&rsquo;s financial needs to identify and offer appropriate products and services.</li><li>
Display curiosity in order to identify fraudulent activity</li><li>
Read, understand, and follow all relevant operational procedures.</li><li>
Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner.</li><li>
Provides an extraordinary client experience during face to face, phone, and electronic interactions.</li></ul><div></div><div><b><br>
About You:</b></div><br>
<div></div><ul><li>
High School Diploma or GED, required.</li><li>
1 year of previous banking or customer service experience, preferred.</li><li>
Bilingual preferred.</li><li>
Ability to learn and comply with all Bank policies, procedures, and systems.</li><li>
Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions.
</li><li>Consistently demonstrates ability and willingness to build relationships with clients and other bank associates.
</li><li>Ability to think critically and provide appropriate solutions.</li><li>
Requires reading, writing and basic math skills.</li><li>
Ability to lift up to 25 pounds.</li><li>
Ability to stand for extended periods of time.</li></ul><div></div><div><b><br>
Be a part of a </b><b>b</b><b>ank </b><b>t</b><b>hat </b><b>i</b><b>nvests in </b><b>y</b><b>ou!</b></div><br>
<div></div><ul><li>
Professional Development: Grow your skills with our tailored premier banker programs.</li><li>
Career Growth: Clear paths to achieve your professional goals.</li></ul><div></div><div><b><br>
Job Location</b><b>(s)</b><b>:</b><b> </b>Ability to work fully onsite at posted location.</div><div></div><div><br>
Seaside, Oregon</div><div>
Warrenton, Oregon</div><div>
Astoria, Oregon</div><div></div><div><b><br>
Our Benefits:</b></div><div></div><div><br>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is [$18.00 - $21.00], and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div></div><div><br>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.</div><div><br>
</div><div><b>Our Commitment to Diversity:</b></div><div></div><div><br>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.</div><div></div><div><b><br>
To Staffing and Recruiting Agencies:</b></div><div><b><br>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div><div></div>

Client Service Specialist - Float

Alexandra Lozano Immigration Law

<div><p><b>Overview</b><br>
The Concierge Intake Specialist plays a vital role in the process of onboarding potential clients. They are responsible for meeting with individuals engaging in services offered by the firm, confirming client information, communicating case eligibility options, and providing information regarding the process for relief options. The Concierge Intake Specialist is a professional position that ensures a smooth and efficient client onboarding experience.</p>
<p>
In addition to client-facing duties, you will manage day-to-day office operations, including maintaining an organized and welcoming environment. Your role is essential in ensuring a seamless and efficient client experience while supporting the overall operations of our office.</p>
<p><b>
Pay: </b>$20 - $25/hr</p>
<p><b>
Duties/Responsibilities</b></p>
<ul>
<li>Meet with potential clients to effectively communicate the firm's unique value proposition, services, and benefits.</li>
<li>Build and maintain strong relationships with potential clients by providing exceptional customer service, demonstrating empathy, and addressing their concerns and questions.</li>
<li>Review the information provided by potential clients.</li>
<li>Sign up new clients, while addressing any concerns, and highlighting the benefits of working with the firm.</li>
<li>Collaborate closely with our team of attorneys, paralegals, and legal assistants to ensure a smooth transition of newly onboarded clients to begin their case process.</li>
<li>Provide accurate and comprehensive information about the client and their case to facilitate efficient case management.</li>
<li>Maintain detailed records of client interactions, consultations, and activities in the firm's customer relationship management (CRM) system.</li>
<li>Provide regular updates to management on performance, and ensure the proper use of systems to guarantee accurate reporting.</li>
<li>Greet clients, answer calls, and other required front desk duties.</li>
<li>Support clients by collecting, and processing documents or other direct client needs to serve as a liaison between clients and the legal team.</li>
<li>Oversee office tasks to maintain smooth daily operations.</li>
<li>Handle any additional tasks or responsibilities as directed by management.</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>All candidates must have a Bachelor's Degree.</li>
<li>Must be fully bilingual- Spanish &amp; English.</li>
<li>Must possess at least 2 years of professional experience, preferably working in an immigration law firm.</li>
<li>Strong persuasive communication and someone who enjoys working directly with current and potential clients.</li>
<li>Knowledge of immigration laws, regulations, and processes.</li>
<li>Excellent interpersonal and relationship-building skills to establish trust and credibility.</li>
<li>Ability to work independently and a self-starter.</li>
<li>Outstanding communication skills, both verbal and written, to effectively convey complex information.</li>
<li>Results-oriented mindset with a drive to meet or exceed targets and business objectives.</li>
<li>Familiarity with CRM systems and activity tracking tools.</li>
<li>Experience in client-facing roles, preferably in a legal or immigration setting.</li>
<li>Strong organizational skills with the ability to multitask in a fast-paced environment.</li>
<li>Exceptional written and verbal communication skills.</li>
<li>Ability to work independently while being a team player.</li>
</ul>
<p>We are excited about the possibility of you joining our team! <b>Apply now and take the next step in your career with Abogada Alexandra Immigration Law, PLLC!</b></p></div>

Client Service Specialist- (Bilingual English/Spanish)

Truck It In

<div>
 <p>
  About the role
  <br/>
 </p>
 <p>
  We are in search of a Customer Success Specialist who will serve as the primary point of contact for clients, ensuring their inquiries and technical issues are resolved efficiently. This role focuses on enhancing client satisfaction and maintaining long-term relationships.
  <br/>
 </p>
 <p>
  What You Will Do:
  <br/>
 </p>
 <ul>
  <li>
   <p>
    Handle incoming calls, emails, and chat inquiries from Clients, providing accurate information and timely technical assistance.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Basic understanding of our product to troubleshoot Clients&rsquo; issues.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Accurately document, track, and monitor Clients&rsquo; issues to guarantee prompt resolution and high service quality.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Manage and prioritize multiple Clients&rsquo; requests to deliver a seamless Client experience.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Collaborate with cross-functional teams to share client insights, feedback, and updates, ensuring alignment across departments for consistent service delivery.
    <br/>
   </p>
  </li>
 </ul>
 <p>
  What We Are Looking For:
  <br/>
 </p>
 <ul>
  <li>
   <p>
    Excellent verbal and written communication skills in English, with the ability to explain technical information clearly and professionally.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Up to 2 years of experience in technical Client service or helpdesk support, with a strong passion for helping clients and solving problems.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Proficiency with website and CRM applications, along with a solid working knowledge of Microsoft Office tools.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Ability to remain calm under pressure, troubleshoot effectively, and manage multiple client requests simultaneously.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Proven ability to track, resolve, and follow up on Clients&rsquo; issues while maintaining confidentiality and professionalism at all times.
    <br/>
   </p>
  </li>
  <li>
   <p>
    Prior experience in software sales and support, banking, medical billing, and insurance industries will be preferred.
    <br/>
   </p>
  </li>
 </ul>
 <p>
  How We&rsquo;ll Support You:
  <br/>
  <br/>
 </p>
 We are committed to supporting you by providing ample opportunities and competitive compensation for your professional development and career advancement. Our dynamic and inclusive work environment fosters collaboration, innovation, and mutual respect. We are committed to providing equal employment opportunities and are excited to hear from you. Join us in this exciting journey as we change gears and disrupt the logistics landscape in Asia.
 <br/>
 <br/>
 <br/>
</div>


Customer Success Specialist

<div><div><b>About Us:</b></div><div><b>
</b></div><div>
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.</div><div>
</div><div>
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.</div><div>
</div><div>
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.</div><div><b>
</b></div><div><b>
About the Role:</b></div><div><b>
</b></div><div>
The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities.</div><div>
</div><ul><li>
Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
</li><li>Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.
</li><li>Makes recommendations and follows through on commitments to clients.
</li><li>Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank&rsquo;s Breakthrough Client Service Standards.
</li><li>Opens Consumer and Business accounts for existing and new clients.
</li><li>Acts as a resource to the Client Service Specialists by contributing to the team environment and filling in on teller functions (including cash transactions) when needed.
</li><li>Supports the branch goal of identifying and referring a wide range of bank products and services to the appropriate internal business partners.
</li><li>Stays current on products and procedures.
</li><li>Resolves client issues and requests, exhibiting strong follow through.
</li><li>Building familiarity with business, consumer, and trust entities.
</li><li>Other responsibilities as assigned.</li></ul><div>
</div><div><b>
About You:</b></div><div><b>
</b></div><ul><li>
High School Diploma or GED, required.</li><li>
1 year of Client Service Specialist (Teller) or other banking experience preferred.
</li><li>Basic knowledge of consumer banking and business products and services offered.
</li><li>Ability and desire to actively develop consumer lending skills.
</li><li>Ability to follow Standard Operating Procedures.</li><li>
Ability to accurately handle cash, balance accounts and drawers, and perform accurate calculations.
</li><li>Ability to complete multiple and varying client requests in a timely manner.
</li><li>Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
</li><li>Familiar with state laws and regulations related to products and services.</li><li>
Requires reading, writing and basic math skills.</li><li>
Ability to lift up to 25 pounds.</li><li>
Ability to stand for extended periods of time.
</li><li>Ability to obtain a Nationwide Multistate Licensing and Registry (NMLS) preferred.
</li></ul><div>
</div><div><b>Be a part of a bank that invests in you!</b></div><div>
</div><ul><li>
Competitive Incentive Plan: Earn rewards that match your efforts.</li><li>
Professional Development: Grow your skills with our tailored premier banker programs.</li><li>
Career Growth: Clear paths to achieve your professional goals.</li></ul><div></div><div><br>
</div><div><b>
Job Location(s):</b> Ability to work fully onsite at posted location.</div><div><b>
</b></div><div>
3700 Lone Tree Way Antioch, California 94509</div><div></div><div><b>
Our Benefits:</b></div><div><b>
</b></div><div>
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 to $26.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.</div><div>
</div><div>
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
</div><div>
</div><div><b>Our Commitment to Diversity:</b></div><div><b>
</b></div><div>
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@Columbiabank.com.</div><div>
</div><div><b>
To Staffing and Recruiting Agencies:
</b></div><div><b>
</b></div><div>Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div></div>

Personal Banker II

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