Client Care Specialist supporting business and consumer banking clients with complex phone and email inquiries. The role handles 50–100 calls per day , resolves digital banking and payment issues, documents client interactions, verifies customer identities, and navigates multiple systems in a fast-paced environment.
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Qualifications
- 2+ years of customer service, banking, call center, or related experience
- High school diploma or equivalent
- Experience handling high-volume customer inquiries by phone, ideally 50–100 calls per day
- Strong communication, problem-solving, multitasking, and documentation skills
- Ability to navigate multiple systems quickly and accurately
- Nice to have: banking or financial services experience
- Nice to have: experience with ACH, wires, payments, Remote Deposit Capture, Positive Pay, or digital banking
- Nice to have: customer verification, compliance, or risk-mitigation experience
Why this Role
- Exposure to both consumer and small-business banking products
- Builds valuable experience with treasury and payment technologies , including xhqgsiq ACH, wires, and Remote Deposit Capture
- More complex problem-solving than a traditional customer service role, with ownership of issues through resolution
- Opportunity to gain experience in banking operations, payments, compliance, and risk
- Strong stepping-stone toward broader roles in treasury services, banking operations, client services, or payments
Client Care Specialist in phoenix at Unknown Company
This position is listed as full time and able to be worked remotely.