- Responsible for accurately and efficiently processing transactions, responding to client inquiries or requests with resourceful and effective client-centric communication, with a focus on assisting, researching, and resolving inquires with professionalism, precision and care.
- Accepts ownership of issues through resolution of all client inquiries either in-person or by using telephone, email, and written correspondence including any additional follow-up. Understands and responds to clients based on the urgency around time-critical situations and escalates issues to engage the appropriate internal resources in a timely manner when necessary.
- Meets or exceeds service level standards including customer service, turn-around time, cross selling goals, risk management and regulatory compliance, audit soundness, and productivity and efficiency. Adheres to client verification procedures to validate/verify the identity of clients prior to releasing information and/or assisting with transactions.
- Provides support from general navigation to in-depth technical interfaces.
- High school diploma
- 1+ years of direct, related experience: Customer Service, Branch Banking Operations, and Treasury Management Service.
- Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Entry level to intermediate experience working in a call center or cash handling preferred.
- Strong speaking and writing skills for internal and external audiences (ex: sales or leadership)
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Scripps Health Oceanside, United States Full timeJob Description · At Scripps Health, you will experience the pride, support, and respect of an organization that has been repeatedly recognized as one of the nation's Top 100 Places to Work. · You'll be surrounded by people committed to making a difference in the lives of their ...
client care specialist - Carlsbad, CA , USA, United States - Western Alliance Bancorporation
Description
Job Title:
Client Care Specialist
Location:
Carlsbad
What you'll do:
As a Client Care Specialist you will focus on displaying a high level of client service, and providing a professional, prompt, and accurate banking experience and exemplify the department's sales, service, and operations philosophy.
You'll perform transactions and service requests in accordance with established policies and procedures, assess and respond to inquiries from both clients and internal and external business partners.
You will work on a team in a fast-paced environment that requires multitasking with accuracy, toggling between multiple systems and engaging clients, while responding to questions and/or communicating resolutions in an efficient and effective manner.
As a key member of the team, you may be asked to proactively contact clients, review reporting, or perform other operational processes or controls.
One of your key responsibilities is to set client expectations, recommend appropriate products and services, and mitigate risk by thoroughly researching and documenting client requests and escalating issues when appropriate.
You will exhibit excellent problem solving, functional cWhat we are looking for:
What you need to have:
Compensation:
Hourly range for new hires is generally $ $26.40 for Carlsbad, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned.
Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation.
Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC.
AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email or call When contacting us, please provide your contact information and state the nature of your accessibility issue.
We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.Western Alliance Bancorporation
client care specialist professionals in Carlsbad
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Abbie Baker
Hard working ,entrepreneurial minded and driven towards success, I thrive in fast paced environments ...