Specialist, Client Service II
HybridPittsburgh, Pennsylvania, United States
Job Summary
Conduct relationship reviews, manage daily overdrafts, process mail deposits, and open or close accounts for existing clients. Handle general banking inquiries via high-volume emails and phone calls while resolving day-to-day issues and assisting with research matters. Prioritize client requests to complete them timely, leveraging problem-solving skills to deliver high-quality service on a specialized client base. Monitor inquiries, escalate non-routine or complex issues to appropriate team members, and participate in internal initiatives to improve client experience. Requires a bachelor's degree, 3-5 years of experience, and relevant licenses. Located in Pittsburgh, PA.
Required Qualifications
- Bachelors degree or the equivalent combination of education and experience
Desired Qualifications
- 3-5 years of total work experience
- Experience in an operational area and/or client services
- 7 and 63 licenses preferred, or ability to obtain them with a specified amount of time
- May have people management responsibilities in some geographies. Provides guidance to less experienced team members.
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