client service specialist

Community State Bank of Avilla, Indiana

<div></div><div><div>Community State Bank is seeking a <b>Part-Time Client Service Specialist</b> to join our dynamic Retail Banking team at our <b>Kendallville, Indiana</b> branch. The ideal candidate would need to be available Monday through Friday 8:00am to 5:30pm and rotating Saturdays from 8:30am to 12:30pm, averaging about 20 hours per week. Prior customer service and cash handling experience is helpful; prior banking experience is not required.<b> The starting pay for this role is $17.00 per hour</b> with opportunities for advancement within the position.</div>
<div></div><div>Part-time employees enjoy benefits such as 401k/ESOP participation, holiday pay, and paid vacation. Apply today and see why CSB is a great place to work!<br>
<br>
<b>Job Title: </b>Part-Time Client Service Specialist Trainee<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) Trainee position is an entry level front-line position. The CSS Trainee will be trained to become a CSS I and will be responsible for providing exceptional client service while handling basic front-line client transactions and inquiries.<br>
<br>
<b>Job Requirements</b><br>
<b>Education: </b>A high school diploma or equivalent required.<br>
<br>
<b>Experience: </b>No banking experience required. Customer service and cash handling experience preferred.<br>
<br>
<b>Skills:</b> Professional verbal and written communication skills; strong attention to detail; ability to type at least 30 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>Learn all basic client service transactions, including deposits, withdrawals, payments, cashier&rsquo;s checks, money orders, check cashing, etc.</li>
<li>Learn how to adhere to signing and transaction authority limits, branch security requirements, cash handling security procedures, and dual control procedures</li>
<li>Begin to learn signs of fraud and watch for fraudulent cash and transaction activity in order to protect the bank and clients</li>
<li>Begin to learn and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc.</li>
<li>Complete CSS Trainee training and begin CSS I training within 3-6 months of position start date</li>
</ul>
<div><br>
<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 25 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>

Part-Time Client Service Specialist

Relation Insurance Services

<div><div><p><b>WHO WE ARE</b></p><p></p><p>
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.</p><p><b><br>
WHAT WE&rsquo;RE LOOKING FOR</b></p><p></p><p>
The Client Service Specialist assists with maintaining customer files and acts as the front-line administrative processor related to the day-to-day servicing of the client. The person in this position remains knowledgeable of advances in the insurance business, stays abreast of the types of insurance products available and works with clients and others in a professional manner.
</p><p></p><p><b>A GLIMPSE INTO YOUR DAY</b></p><ul><li>
Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.</li><li>
Serves as secondary contact and internal back up for Account Manager.</li><li>
Meets with clients and insurance company representatives as requested by Sales and Account Management teams.</li><li>
Creates client monthly, quarterly and annual reports utilizing Relation templates and software.</li><li>
Prepares other various reports as requested.</li><li>
Assists client in developing and/or refining wellness programs including coordination of health fair vendor participation.</li><li>
Assists with the preparation and assembling of proposals.</li><li>
Assists with development of all marketing, communication, and presentation materials including client&rsquo;s employee benefits guides, communication materials and enrollment</li><li>
Develops and maintains carrier files with all updated contracts and correspondence.</li><li>
Provides support for the research and preparation of communication materials distributed to clients regarding government and legal compliance issues and or requirements.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul><p></p><p><b>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE</b></p><ul><li>
A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li><li>
High School Diploma or equivalent required.</li><li>
Minimum of 3+ years&rsquo; experience in Customer Service.</li><li>
Bilingual (English/Spanish) preferred; may be required, depending on location.</li><li>
Life, Health and Accident insurance experience preferred.</li><li>
Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li><li>
Prior experience with agency management systems software and online rating systems preferred.</li><li>
Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.</li><li>
Outstanding interpersonal and communications skills are required to maintain effective. relationships with clients, co-workers, carriers, vendors, and others.</li><li>
Must be able to understand written and oral communications and interpret information written within policies.</li><li>
Ability to work independently with limited daily supervision and to work effectively in a team environment.</li><li>
Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li></ul><p></p><p><b>
WHY CHOOSE RELATION?</b></p><ul><li>
Competitive pay.</li><li>
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li><li>
Career advancement and development opportunities.</li></ul></div><p>
.</p><p></p><p><b>
Note: </b>The above is not all encompassing of the full position description.</p><p></p><p><b>
Relation Insurance Inc.</b> 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.</p><p></p><div><p>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.</p><p><br>
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</p></div><p></p><p>
.</p><p></p>
$15.54 - $33.65</div>

Client Service Specialist - Employee Benefits

Bank OZK

<div>Why Bank OZK?:
<div>
Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We&rsquo;re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We&rsquo;re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.</div><div></div><div><br>
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.</div><br>
<div></div>
Job Purpose &amp; Scope:
<div><div>
Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.</div></div><br>
<div></div>
Essential Job Functions:
<div><ul><li><div>
Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.</div></li><li><div>
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.</div></li><li><div>
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.</div></li><li><div>
Actively participate in morning huddles.</div></li><li><div>
May open new accounts, as needed and with documented approval of management.</div></li><li><div>
Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.</div></li><li><div>
Actively promote teamwork, leading by example and taking initiative to assist others.</div></li><li><div>
Demonstrate effective organizational and time management skills.</div></li><li><div>
Provide backup and assistance to other retail banking locations, as requested.</div></li><li><div>
Model and champion the Bank&rsquo;s standards for exceptional customer service.</div></li><li><div>
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.</div></li><li><div>
Enthusiastically support the bank&rsquo;s values and mission.</div></li><li><div>
Display a high degree of integrity, trustworthiness, and professionalism at all times.</div></li><li><div>
Complete all essential training timely.</div></li><li><div>
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.</div></li><li><div>
Maintain consistent, good punctuality and attendance to work.</div></li><li><div>
Adhere to all Bank policies, procedures, and guidelines</div></li></ul></div><br>
<div></div>
Knowledge, Skills &amp; Abilities:
<div><ul><li><div>
Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)</div></li><li><div>
Knowledge of bank policies and procedures</div></li><li><div>
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition</div></li><li><div>
Ability to communicate effectively both verbally and in writing</div></li><li><div>
Ability to demonstrate team player approach, capable of thriving in a continually changing environment</div></li><li><div>
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail</div></li><li><div>
Ability to work without close supervision</div></li><li><div>
Ability to maintain confidentiality</div></li><li><div>
Ability to follow policy and procedure including safety and security procedures</div></li><li><div>
Ability to travel to other work locations (e.g., training, staffing shortages), as needed</div></li><li><div>
Skill in using computer and Microsoft Office applications necessary to perform essential job functions</div></li></ul></div><br>
<div></div>
Basic Qualifications:
<div><ul><li><div>
High school diploma or equivalent required; bachelor&rsquo;s degree preferred</div></li><li><div>
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required</div></li><li><div>
Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred</div></li><li><div>
Cash handling experience preferred</div></li></ul></div><br>
<div></div>
Job Expectations:
<p>
Operate customary equipment and technology used in a business environment, with or without accommodation.</p><p></p><p><b><br>
Note: </b>This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
</p><div>#LI-BM1</div>
EEO Statement:
<p>
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.</p></div>

Client Service Specialist (Teller)

<div>Why Bank OZK?:
<div>
Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We&rsquo;re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We&rsquo;re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.</div><div></div><div><br>
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.</div><br>
<div></div>
Job Purpose &amp; Scope:
<div><div>
Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.</div></div><br>
<div></div>
Essential Job Functions:
<div><ul><li><div>
Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.</div></li><li><div>
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.</div></li><li><div>
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.</div></li><li><div>
Actively participate in morning huddles.</div></li><li><div>
May open new accounts, as needed and with documented approval of management.</div></li><li><div>
Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.</div></li><li><div>
Actively promote teamwork, leading by example and taking initiative to assist others.</div></li><li><div>
Demonstrate effective organizational and time management skills.</div></li><li><div>
Provide backup and assistance to other retail banking locations, as requested.</div></li><li><div>
Model and champion the Bank&rsquo;s standards for exceptional customer service.</div></li><li><div>
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.</div></li><li><div>
Enthusiastically support the bank&rsquo;s values and mission.</div></li><li><div>
Display a high degree of integrity, trustworthiness, and professionalism at all times.</div></li><li><div>
Complete all essential training timely.</div></li><li><div>
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.</div></li><li><div>
Maintain consistent, good punctuality and attendance to work.</div></li><li><div>
Adhere to all Bank policies, procedures, and guidelines</div></li></ul></div><br>
<div></div>
Knowledge, Skills &amp; Abilities:
<div><ul><li><div>
Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)</div></li><li><div>
Knowledge of bank policies and procedures</div></li><li><div>
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition</div></li><li><div>
Ability to communicate effectively both verbally and in writing</div></li><li><div>
Ability to demonstrate team player approach, capable of thriving in a continually changing environment</div></li><li><div>
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail</div></li><li><div>
Ability to work without close supervision</div></li><li><div>
Ability to maintain confidentiality</div></li><li><div>
Ability to follow policy and procedure including safety and security procedures</div></li><li><div>
Ability to travel to other work locations (e.g., training, staffing shortages), as needed</div></li><li><div>
Skill in using computer and Microsoft Office applications necessary to perform essential job functions</div></li></ul></div><br>
<div></div>
Basic Qualifications:
<div><ul><li><div>
High school diploma or equivalent required; bachelor&rsquo;s degree preferred</div></li><li><div>
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required</div></li><li><div>
Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred</div></li><li><div>
Cash handling experience preferred</div></li></ul></div><br>
<div></div>
Job Expectations:
<p>
Operate customary equipment and technology used in a business environment, with or without accommodation.</p><p></p><p><b><br>
Note: </b>This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
</p><div>#LI-JR1</div>
EEO Statement:
<p>
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.</p></div>

<div><p><b>WHO WE ARE</b></p><p></p><p>
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.</p><p><b><br>
WHAT WE&rsquo;RE LOOKING FOR</b></p><p></p><p>
The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.</p><p></p><p><b>
A GLIMPSE INTO YOUR DAY</b></p><ul><li>
Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
</li><li>Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
</li><li>Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
</li><li>Enters and rates policies into carrier websites and orders new policies as needed.
</li><li>Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
</li><li>Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
</li><li>Tracks claims and updates the agency management system with activity, payments, and closures.
</li><li>Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letters to clients.
</li><li>Order motor vehicle reports &ldquo;MVRs&rdquo; and loss runs as directed.
</li><li>Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.</li><li>
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul><p></p><p><b>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE</b></p><ul><li>
A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li><li>
Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.</li><li>
High School Diploma or equivalent.</li><li>
Bilingual (English/Spanish) preferred; may be required, depending on location.</li><li>
1+ year experience in Customer Service preferred.</li><li>
Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li><li>
Working knowledge of commercial lines of coverage preferred.</li><li>
Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software.</li><li>
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li><li>
Must be able to understand written and oral communications and interpret information written within policies.</li><li>
Ability to work independently with limited daily supervision and to work effectively in a team environment.</li><li>
Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li></ul><p></p><p><b>
WHY CHOOSE RELATION?</b></p><ul><li>
Competitive pay.</li><li>
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li><li>
Career advancement and development opportunities.</li></ul><p>
.</p><p></p><p><b>
Note: </b>The above is not all encompassing of the full position description.</p><p></p><p><b>
Relation Insurance Inc.</b> 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.</p><p></p><div><p>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.</p><p><br>
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</p></div><p></p><p>
.</p><p></p>
$15.38 - $35.58</div>

Client Service Specialist, Small Business Unit - Commercial Lines

HSBC

<div>
 <strong>
  Why join us
  <br/>
  <br/>
 </strong>
 To continuously provide high quality processing GPS to achieve maximum customer satisfaction within the specified Service Level Agreements (SLA&rsquo;s). Other responsibilities dependent on process assigned to (e.g. project implementations, system maintenance, infrastructure development). Receives customer calls and Emails in a call center environment. Responsible for relationship building and account management while resolving customer inquiries in a professional manner. Takes ownership and initiative to complete necessary research and customer follow-up or direct the customer to the appropriate department for resolution.
 <br/>
 <br/>
 <strong>
  What You Will Do
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Respond promptly to time sensitive and often high value queries, and escalations from both other departments and direct from clients.
  </li>
  <li>
   Provide excellent client management support, improve client engagement and resolve the majority of client enquires at the first point of contact.
  </li>
  <li>
   Demonstrate a sound knowledge of the payment industry and its associated processes and systems.
  </li>
  <li>
   Receive/make calls/Emails from/to customers (internal/ external)
  </li>
  <li>
   Act effectively on all customer feedback.
  </li>
  <li>
   Complaints handling - This role is part of a key function for CMB, being a crucial opportunity to re-engage dissatisfied customer and to manage and solve end to end complaint process. (Logging, Investigation, Resolution)
  </li>
  <li>
   Responsible to provide high level support to the helpdesk to identify and resolve complex or critical issues to improve and enhance customer experience and comply with all audit and compliance requirements. Staff is responsible to assist with delivery of the call, email, live chat quality and coaching model, consistency checks, call benchmarking and/or coaching of team members as outlined in the call monitoring SOP.
  </li>
  <li>
   Proactively escalate to the Line Management any issues / transactions that would impact service delivery or potential loss to the bank
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Fluent in English and French is a must
  </li>
  <li>
   Previous Experience in customer facing roles
  </li>
  <li>
   Exceptional Client focus and orientation
  </li>
  <li>
   Interpersonal, verbal and written communication skills.
  </li>
  <li>
   Ability to communicate efficiently with local and global teams
  </li>
  <li>
   Excellent organizational and time management skills
  </li>
  <li>
   Ability to multi-task, depending on the criticality of the tasks.
  </li>
  <li>
   Enthusiastic team player, capable of demonstrating initiative, self-motivation and willingness to learn.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What additional skills will be good to have?
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Experience and proficiency with web-based technologies.
  </li>
  <li>
   Position requires technical knowledge where GPS experience is asset.
  </li>
  <li>
   MS office.
  </li>
  <li>
   MI and Reporting/ Real time management.
  </li>
 </ul>
</div>


Client Service Specialist - FR is a must

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Client Service Specialist (Teller)

Client Service Specialist (Teller)

Client Service Specialist (Teller)

Client Service Specialist, Small Business Unit - Commercial Lines

Client Service Specialist - FR is a must