Client Care Specialist
Company: Disability Solutions
Location: Carlsbad
Posted on: May 6, 2024
Job Description:
Job Title:Client Care SpecialistLocation:CarlsbadWhat 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:
- 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.What you need to have:
- 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)Compensation: Hourly range for
new hires is generally $22.99 - $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. In addition, you'll have the opportunity to
bolster your business knowledge, learning the ins and outs of how
successful companies operate and manage their finances, giving you
invaluable hands-on experience to help grow your career!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. Western Alliance
Bancorporation is committed to working with and providing
reasonable accommodations for individuals with disabilities. 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
HR@westernalliancebank.com or call 602-386-2488. 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
Keywords: Disability Solutions, Whittier , Client Care Specialist, Accounting, Auditing , Carlsbad, California
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