Demo

Bank Client Support Specialist

Virtual
Saugus, MA Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 4/20/2025

Vaco Boston is currently partnered with a leading bank looking to bring on a proven Client Support Specialist with a background in banking / finance customer service. Please reach out for more details and immediate consideration as the hiring manager is reviewing resumes this THIS weekend!

  • This role is to support the online division and sits in the corporate office, NOT in a bank facility

As a Bank Client Support Specialist your role will involve facilitating the financial security of our members by engaging in needs-based sales and service conversations related to a single Banking line of business or product set.

Responsibilities :

  • Handle incoming member calls and online messages in a fast-paced environment
  • Use effective communication, probing questions, and critical thinking skills to identify member needs and provide suitable solutions, which may include offering banking products
  • Manage multiple tasks, such as navigating between systems and resources efficiently
  • Develop in-depth knowledge of our banking products to attract new members and enhance relationships with current members through product acquisition
  • Advise and educate members
  • Deliver outstanding member service by demonstrating empathy, active listening, and professionalism
  • Apply strong time and call management skills to assist members with their banking needs
  • Prioritize continuous improvement and development through coaching and collaboration with your manager and team members :
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