client services specialist

Choice Bank

<div>Description: 
Job Summary
The Client Services Specialist (CSS) is responsible for professionally responding to the immediate needs of clients related to transaction processing, online banking access, loan payments, and deposit account functionality. A CSS has cash handling responsibility and will use basic to moderate level mathematical skills to successfully balance their cash drawer daily. CSSs give excellent customer service by acting as the first point of contact for in-person and telephone client interactions.
Responsibilities
Client Services Specialist
Transaction and Deposit Services<ul><li>
Complete daily routine tasks by time sensitive deadlines including but not limited to night drop, mail deposits, incoming / outgoing mail, vault balancing, foreign item processing and end-of-day tasks (I, II)</li><li>
Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, credit verifications and assisting clients in entering safe deposit boxes (I, II)</li><li>
Follow bank procedures regarding safeguarding of bank currency, i.e. drawer, vault, coin and dual control responsibilities for vault buys / sells and ATM / armored truck shipments (I, II)</li><li>
Follow bank procedures regarding ordering of currency and coin from Federal Reserve Bank and Bank of North Dakota (II)</li><li>
Follow bank procedures regarding federal and state regulations such as Bank Secrecy Act (BSA) and Regulation CC (I, II)</li><li>
Service and maintain Customer Identification Program (CIP), account data and/or various customer requests including but not limited to address changes, online banking password resets, account closing, stop payments and debit cards (I, II)</li><li>
Image and rescan over-the-counter transactions in ImageCentre software (I, II)</li><li>
Review BSA reports and create detailed notes regarding pertinent findings (II)</li><li>
Scan and index documents via FDM Scanning (II)</li></ul>
Customer Service<ul><li>
Responsible for following Premier Experience service standards to internal and external customers in person, on the telephone and through email / mail?communication (I, II)</li><li>
Perform unique Premier Experiences aimed to enhance / build community / customer relations (I, II)</li><li>
Attend Customer Experience (CX) Meetings and Core Value Celebration Calls (I, II)</li></ul>
Sales<ul><li>
Maintain a working knowledge of Choice Bank&rsquo;s systems, products, services, policies and procedures to recommend products or services to customers that will benefit them. Includes referrals to operating units such as insurance, wealth, mortgage and leasing (I, II)</li></ul>
Other<ul><li>
Maintain lobby appearance and assist in arranging pick up service for couriers (I, II)</li><li>
Order customer supplies such as checks, deposit slips and endorsement stamps through Deluxe (I, II)</li><li>
Maintain complete confidentiality with regards to customer accounts, loans and bank relationships (I, II)</li><li>
Assist with completing special projects and assignments as directed by department leadership (I, II)</li><li>
Perform duties outside normal scope as assigned (I, II)</li></ul>
System Support<ul><li>
Maintains a working knowledge of FIS Core, HORIZON Teller Software, ImageCentre and FDM Scanning (I, II)</li><li>
Maintains a working knowledge of third-party vendor systems / software / websites (I, II)</li></ul>
Requirements:

Qualifications
Client Services Specialist I<ul><li>
Minimum of 0 to 1 years of relevant experience with requisite competencies.</li><li>
Highschool Diploma</li><li>
Acts as a team player with excellent interpersonal skills and develops partnerships.</li><li>
Takes initiative by proactively identifying what needs to be done and acts</li><li>
Communicates effectively with excellent written and oral communication skills</li><li>
Exhibits problem-solving, analytical thinking, and decision-making skills</li><li>
Proficient computer skills including Microsoft Office (Word, Excel, Access)</li><li>
Must work in an efficient, systematic way</li><li>
Must display consistency, thoroughness, attention to detail, and strong organizational skills</li></ul>
Travel Requirement
This position requires travel to support business needs, including team collaboration, internal trainings, and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs.
Cultural Alignment
Choice is #PeopleFirst, banking second.
People don&rsquo;t need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.<ul><li>
Embrace change and encourage innovation.</li><li>
Know when to ask for help and know when to offer help.</li><li>
Better the places we live.</li><li>
Work hard. Do the right thing. Have a little fun.</li></ul>
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Financial Group is &ldquo;at will&rdquo; employment. This position description does not create an employment contract, implied or otherwise.</div>

Client Services Specialist

Plumas Bank

<div>Plumas Bank seeks a full-time Client Services Specialist (Teller) to work in our Chester, CA branch. Successful candidate will possess strong communication, interpersonal, and problem solving skills. 6 months prior teller/banking and or cash handling experience preferred. Excellent customer service and phone skills, dependability, and good computer skills with knowledge of Excel, Word and Outlook required. Must be able to work in a team environment and establish and maintain customer relationships. 
 
About Plumas Bank 
 
Our Mission 
We make banking personal and powerful for the businesses, individuals and communities we serve. 
 
Our Vision 
To exceed every idea of what a bank can be. 
 
Our Values 
Bankers Who Believe 
Committed to Community 
Forging the Future 
Real Relationships 
HERE. For Good. 
There are many reasons to work for Plumas Bank. Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons. Receiving the comprehensive benefits that Plumas Bank offers its' team members is another great reason! 
 
Plumas Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 
 
Salary range: $20.00 - $27.00 per hour DOE
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Client Services Specialist (Teller)

<div>Plumas Bank seeks a full-time Client Services Specialist III (Senior Teller) to work in our Truckee, CA branch. Successful candidate will possess excellent communication, interpersonal, and problem solving skills. Four years prior teller/banking and or cash handling experience required. Excellent customer service and phone skills, dependability, and good computer skills with knowledge of Excel, Word and Outlook required. Must be able to work in a team environment and establish and maintain customer relationships. 
 
About Plumas Bank 
 
Our Mission 
We make banking personal and powerful for the businesses, individuals and communities we serve. 
 
Our Vision 
To exceed every idea of what a bank can be. 
 
Our Values 
Bankers Who Believe 
Committed to Community 
Forging the Future 
Real Relationships 
HERE. For Good. 
There are many reasons to work for Plumas Bank. Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons. Receiving the comprehensive benefits that Plumas Bank offers its' team members is another great reason! 
 
Plumas Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 
 
Salary range: $27.00 - $35.00 per hour DOE 

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Client Services Specialist III (Senior Teller)

LinQ Services

<div>Description:

Company Overview: LINQ Services provides comprehensive managed mobility services to corporate clients with fleet mobile device needs. LINQ works directly with carriers to help companies with field employees enhance their operational efficiencies, reduce costs, and improve employee satisfaction through superior mobile device management
Job Description:
Join LINQ as a Client Service Specialist II and be a part of a collaborative and client-focused team that aims to exceed expectations and drive positive client experiences at LINQ Services. We are currently growing our support team to serve our clients 24/7 and are looking for experienced call center workers who are comfortable working in a queue and delivering exceptional customer service during overnight shifts to help us achieve this goal.
This is a fully remote position open to individuals eligible to work in the United States of America and Canada. Individuals who are located near our Pittsburgh, PA offices will be given preference.
Our Client Services Specialist II role is our experienced, client focused specialist position. They support our clients through exceptional customer service, maintaining a positive and quality relationship, and providing support through creative problem solving. As a Client Service Specialist II at LINQ, you will be at the forefront of building strong and lasting relationships with our valued clients through email, chat and phone support tickets. Your main responsibility will be to provide exceptional support and assistance, ensuring client satisfaction and loyalty. We are seeking a dedicated and proactive professional who is passionate about delivering outstanding service and understands the importance of client-centricity.
Key Responsibilities:<ul><li>Respond to client e-mail, chat and phone support requests such as questions, status checks, phone activations, phone orders, account suspensions, cancellations, and other concerns.</li><li>Use multiple online systems and support tools to effectively resolve tickets.</li><li>Resolve assigned tickets accurately and in a timely manner.</li><li>Prioritize tickets based on urgency and severity, ensuring the most critical issues are addressed promptly.</li><li>Collaborate with colleagues and escalate appropriate tickets to more advanced agents in a seamless manner when required for the best client experience.</li><li>Meet or exceed Key Performance Indicators for the role such as number of tickets handled and response times</li><li>Complete client bulk action requests as they come in or when they are assigned out by a manager or lead.</li><li>Maintain and stay current with a working knowledge of key processes and procedures of multiple vendor platforms.</li><li>Monitor and assist in team messaging platforms to assist fellow agents with inquiries.</li><li>Stay up to date with Technical and MDM (Mobile Device Management) training courses offered by LINQ.</li><li>Have knowledge of and assist clients with phone migrations.</li><li>Support as appropriate with escalated cases</li><li>Staff after hour support for on-call Holidays as needed.</li></ul>
Compensation:
Hourly Wage: $20.19-22.12 plus an additional shift differential of $2 an hour
This position is eligible for pre-approved overtime and performance based incentives
Available Shifts:
We are currently hiring for the following shifts:
Thursday-Monday: 9:00PM - 6:00AM Eastern time (Tuesday/Wednesdays off)
Requirements:

Required Qualifications-Candidates who do not meet these qualifications will not be considered:<ul><li>
Minimum 1 year of prior call center experience</li><li>
High school diploma, GED or equivalent</li><li>
Reliable, private and secure remote internet with minimum speed requirements of 20Mbps Down/10Mbps Up</li><li>
Dedicated private work location without significant background disruptions</li><li>
Basic skills in use of personal computer and use of Microsoft Office suite (Word, Excel, Outlook).</li><li>
Excellent verbal and written communication skills with a focus on active listening.</li><li>
Strong interpersonal skills, with the ability to build rapport and trust with clients.</li><li>
Problem-solving mindset and the capacity to handle challenging situations with diplomacy.</li><li>
Detail-oriented and highly organized, capable of managing multiple client interactions simultaneously.</li><li>
Customer-centric attitude with a genuine passion for providing top-notch service.</li><li>
Ability to work a flexible work schedule</li></ul>
Preferred Qualifications (Candidates meeting these qualifications will be a best match for the position)<ul><li>
Proficiency in using CRM software</li><li>
Two years of customer service experience.</li><li>
One-year prior experience with mobile or technical products.</li><li>
Prior Experience with Salesforce.</li><li>
Understanding of cellular services and markets.</li><li>
Basic knowledge of mobile devices set-up, usage and backup functions</li></ul></div>

Client Services Specialist II - Overnight Shift

Volunteers of America- Greater New York, Inc.

Volunteers of America–Greater New York (VOA–Greater New York) is a leading anti-poverty organization serving neighbors in need across New York City, Northern New Jersey, and Westchester. Through 70+ programs, we support over 35,000 adults and children each year, including individuals experiencing homelessness, survivors of domestic violence, youth aging out of foster care, veterans, seniors, and children with developmental delays.
 Our staff are at the heart of this work, creating meaningful change every day. If you’re passionate about making a difference and joining a mission-driven team, we invite you to explore this opportunity.
 We are currently seeking qualified candidates for the following position:
 
Position: Benefits Specialist
 
The Benefits Specialist offers support to eligible formerly homeless clients living in Permanent Supportive Housing to promote well-being and stability. The Benefits Specialist is part of a specialized team working across four SRO sites in The Bronx and Brooklyn. The Benefits Specialist will be assigned a caseload of clients at one of those sites and will coordinate closely with case management, recreational and operations staff at the building to which they are assigned
 
East 119th Street Veterans Residence is a single room occupancy (SRO) residence that provides permanent, supportive housing to formerly homeless single veteran men and women, including those diagnosed with a mental illness. To learn more about the program, copy and paste this link into a browser https://www.voa-gny.org/our-vets-programs
 
Location: New York, NY 10036
 
Minimum Qualifications: 
<ul>
<li>Associate's degree or 60 college credits courses in Human Services field or High School Diploma or GED with 2 years of related experience helping low-income clients access and maintain benefits including Public Assistance, Disability and Veterans benefits.</li>
<li>The position also requires a demonstrated ability in verbal and written communication, including basic computer skills.</li>
</ul>
Benefits Specialist Principal Responsibilities: 
1. Conduct benefits assessments and provide individualized education, assistance, referrals and advocacy to help clients obtain and retain any and all benefits to which they are entitled, including accompanying clients to appointments as needed.
 2. Work with clients and their medical and behavioral health providers to document disability to support SSI/SSD applications and appeals.
 3. Provide individualized money management and budgeting coaching and as needed connect clients to services to adult guardianship or representative payee services.
 4. Develop and deliver workshops on topics related to benefits, budgets and money management.
 5. Utilize best practice approaches and evidence-based interventions to maximize client outcomes.
 6. Maintain service documentation to include client progress notes, observations and interactions about clients and incident reporting when necessary.
 7. Participate in internal and external case conferencing activities.
 
We are committed to offering our employees an exceptional comprehensive benefits package that supports their health, well-being, and personal growth. Full-time employees enjoy:
 
<ul>
<li>Medical, Dental, & Vision Coverage</li>
<li>Prescription Coverage</li>
<li>Life Insurance</li>
<li>Retirement Plan</li>
<li>Tuition Reimbursement</li>
<li>Paid Time Off, including a Paid Birthday Holiday</li>
</ul>
And much more!
 
To learn more about our staff, culture and much more, copy and paste our website link into a browser: https://www.voa-gny.org/our-staff-and-culture/
 VOA-Greater New York is an Equal Opportunity Employer/Vets/Disabled/Other Protected Categories. Apply today!

Benefits Specialist/Case Manager

Wisconsin Community Veterinary Center

Company Overview Wisconsin Community Veterinary Center is dedicated to providing high-quality, affordable, and accessible full-service veterinary care to pets within our community. Our mission focuses on ensuring every pet receives exceptional treatment regardless of their owners' financial circumstances, fostering healthier and happier lives for pets and their families through compassionate service and ongoing education.Overview We are seeking a dedicated and dynamic Client Care Specialist to join our call center team. In this role, you will serve as the primary point of contact for clients seeking veterinary services, providing exceptional customer service while efficiently managing inquiries. Your medical terminology knowledge and strong communication skills will be essential in delivering a positive experience for pet owners and supporting our mission of accessible veterinary care.Duties<ul><li>Answer incoming calls promptly and professionally, addressing client questions and scheduling appointments with accuracy.</li><li>Utilize medical terminology effectively to communicate with clients about their pets&rsquo; health needs and treatment plans.</li><li>Maintain detailed and accurate data entry of client information into the system, ensuring confidentiality and compliance with privacy standards.</li><li>Provide clear information regarding services, policies, and procedures while demonstrating excellent phone etiquette.</li><li>Assist clients in navigating billing processes and payment options with patience and clarity.</li><li>Collaborate with veterinary staff to relay important client information and follow-up on outstanding issues or concerns.</li><li>Demonstrate strong computer skills to efficiently manage multiple systems simultaneously while maintaining a high level of accuracy.</li></ul>Specific Qualifications:<ul><li>Experience in a client-centered role in a veterinary clinic or a social services position is preferred</li><li>Must have high-speed internet</li><li>Must have a computer and headset</li><li>A keen eye for detail</li><li>Exceptional organizational skills</li><li>Ability to prioritize urgent call backs/emergencies</li><li>Impeccable customer service skills</li><li>Must be able to multitask during a call. Ex: Talk and type in an effective manner, when the call ends any notes/appointment scheduling/payment should be completed. Must be ready to take your next call when your current call ends.</li></ul>Skills<ul><li>Fluency in English; bilingual abilities in additional languages are highly desirable to serve diverse communities.</li><li>Knowledge of medical terminology related to veterinary care or healthcare environments.</li><li>Exceptional customer service skills with a professional demeanor and empathetic approach.</li><li>Strong communication skills, both verbal and written, with the ability to convey complex information clearly.</li><li>Proficiency in computer skills including data entry, scheduling software, and basic office applications.</li><li>Previous experience in a medical office or veterinary setting is preferred but not required.</li><li>Analysis skills to assess client needs quickly and provide appropriate solutions or referrals.</li><li>Excellent phone etiquette combined with patience and active listening capabilities to handle challenging situations effectively. Join our team as a Client Care Specialist to make a meaningful difference in the lives of pets and their owners by delivering compassionate, efficient, and professional service at every interaction!</li></ul>Pay: $16.00 - $17.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>People with a criminal record are encouraged to applyWork Location: Remote

Client Care Specialist - Call Center

Godwin Solutions

Entry Level Medical Sales Specialist | Client Services- West Palm Beach, FL 33409 - Godwin SolutionsGodwin Solutions is currently hiring for a full-time Entry Level Medical Sales Specialist to support client acquisition and account management efforts in our West Palm Beach office.This position is designed for individuals entering the field who are seeking a structured role in medical and health-related sales with defined responsibilities and ongoing training.Position SummaryThe Entry Level Medical Sales Specialist works directly with clients to review service options, provide information, and support the development of new and existing accounts. This role combines sales responsibilities with customer support in a team-based office environment.Key Responsibilities<ul><li>Assist clients with understanding and selecting appropriate medical and health insurance - related solutions</li><li>Support the onboarding of new client accounts</li><li>Maintain communication with existing clients to ensure satisfaction</li><li>Accurately document client interactions and updates</li><li>Follow established processes and guidelines for client management</li></ul>Qualifications<ul><li>Strong communication and interpersonal skills</li><li>Ability to learn and apply new information in a structured environment</li><li>Organized and detail-oriented</li><li>Professional and reliable</li><li>Full-time availability for an in-office position</li></ul>No prior license is required to be hired for this role.Training &amp; Development<ul><li>Structured onboarding and training program</li><li>Ongoing support from team leadership</li><li>Development in sales, client communication, and account management</li></ul>Work EnvironmentThis is an in-office position based in West Palm Beach. The role requires consistent attendance, professionalism, and the ability to work within a team-focused setting.Apply NowPlease submit your application and allow 24&ndash;48 hours for our team to review your information. Qualified candidates will be contacted directly regarding next steps.Pay: $108,978.00 - $123,879.00 per yearBenefits:<ul><li>Health insurance</li></ul>Work Location: In person

Entry Level Medical Sales Specialist | Client Services

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