8 Client support specialist Jobs in Indiana, PA
First Commonwealth Bank is Hiring a Client support specialist Near Indiana, PA
Handles incoming service calls from Treasury Management clients, or potential Treasury Management clients, having questions regarding their current accounts and / or services.
Completes client follow up resulting from inbound calls such as account maintenance, research, and follow up on information requests.
Makes outbound non-sales calls to support various Treasury Management initiatives. Implements Treasury Management Products, input pricing and customer training.
Essential Job Responsibilities
Performs the onboarding and maintenance of Treasury Management products and services, including :
a. Business Online Banking
b. TM Online
c. ACH Origination
d. Wires
e. Positive Pay
f. Lockbox
g. Cash Vault
h. Remote Deposit Capture
i. BAI
j. EDI
k. Sweeps
l. CDARS
- Implements Account Analysis pricing as instructed by TMO and / or TM Service Specialist (TMSS)
- Conducts client training for Treasury Management products and services
- Assists with demos for potential TM clients
a. TM Platform access issues and inquiries
b. Troubleshooting
c. Password Resets
d. Existing deposit and loan account inquiries
e. Account inquiries
- Completes client follow-up resulting from inbound calls ( account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to clients.
- Makes outbound client service and support calls.
- Works with Treasury Management vendors to troubleshoot issues
- Executes trades for Mutual Fund Sweep product
- Tests and validates file formats and layouts to ensure system compatibility
- Initiates and actively participates in client conversations to identify and appropriately address client needs.
- Identify additional customer needs through interaction and send follow-up to Treasury Management Sales.
- Performs and documents User Acceptance Testing on TM products.
- Aids in the development, implementation, maintenance and enforcement of procedures.
Bona Fide Occupational Qualifications
- High school diploma or equivalent required. Three years of experience in Treasury Management, Accounting or related field is preferred
- Above average analytical ability.
- Proficient reading, writing, and grammar skills; proficient analytical and mathematical skills; proficient communicative and interpersonal relations skills.
- May be eligible for Telecommuting.
Last updated : 2024-07-15
Job Summary
Full Time
Banking
$57k-71k (estimate)
07/17/2024
10/15/2024
fcbanking.com
POWELL, OH
1,000 - 3,000
1982
Public
$200M - $500M
Banking
Related Companies
About First Commonwealth Bank
First Commonwealth provides personal and business banking, mortgages, investment management, wealth planning and consulting services.
The job skills required for Client support specialist include Products and Services, Troubleshooting, Pricing, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Client support specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client support specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client support specialist positions, which can be used as a reference in future career path planning. As a Client support specialist, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client support specialist. You can explore the career advancement for a Client support specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Support Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Support Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Support Specialist job description and responsibilities
Ensure positive client experience through high quality service and communication thereby attaining client retention.
01/29/2022: Spokane, WA
Handle client engagement document control and execute filing system policies.
03/29/2022: Temple, TX
They are responsible for the overall results of the support team plus hiring, training, and retention of support employees.
02/09/2022: Rock Hill, SC
Support requests pertain to usage questions or clarification of documentation.
02/22/2022: Pascagoula, MS
Client Support Specialists are responsible for ensuring excellent client experiences and thus maximizing business.
03/10/2022: Reno, NV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Support Specialist jobs
Client support specialists must be able to handle a variety of situations with professionalism and tact.
03/02/2022: Cedar Rapids, IA
Communicate clearly with customers.
04/03/2022: Yakima, WA
Positive feedback helps the client progress and move through negative self-talk, ambivalence, resistance and other hurdles.
02/21/2022: Wichita Falls, TX
Aspiring candidates must provide excellent service and meet client needs while offering cost effective technological solutions to the organization.
04/07/2022: Detroit, MI
Dealing with customers and clients requires a lot of patience, kindness, and understanding.
03/15/2022: Spartanburg, SC
Step 3: View the best colleges and universities for Client Support Specialist.
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