Client Service Specialist jobs in United States
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ConnectOne Bank · 15 hours ago

Client Service Specialist

ConnectOne Bank is a growth-oriented commercial bank focused on putting people first. The Client Service Specialist will be responsible for assisting clients with applications, addressing inquiries, and ensuring excellent service while maintaining a professional demeanor.

BankingFinanceFinancial Services

Responsibilities

Support the Bank’s 'People First' focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB 'A Better Place to Be'
Answers phones and listens attentively to customer requests and concerns to provide them with the best and most accurate response
Provides customers with product and service information as requested and suggests ways for them to benefit from other CNOB products or services
Identifies, researches, and resolves customer issues using the computer system or appropriate literature
Escalates customer calls to the appropriate department or staff member as needed
Follows-up, in a timely manner and according to established policies and procedures, on customer inquiries not immediately resolved
Completes call logs and reports accurately and submits to them to the Call Center Manager as directed
Recognizes, documents, and alerts the supervisor of trends in customer calls, and makes suggestions to address recurring issues or discrepancies

Qualification

Customer service experienceBanking regulationsConflict resolution experienceMicrosoft Office proficiencyAnalytical skillsInfluencing skillsInterpersonal skillsWritten communicationOral communicationAdaptability

Required

Strong “People First” interest and ability
Knowledge of relevant Federal and State banking regulations
Superior listening skills and the ability to ask probing questions, understand concerns, and overcome objections or obstacles
Must possess and be able to demonstrate strong influencing and closing skills
Conflict resolution experience
Proficient with Microsoft Office Applications
Excellent interpersonal, written, and oral communication skills
Must possess a professional and friendly attitude and be able to quickly develop a rapport with customers over the phone
Analytical skills to conduct evaluation of documents of varying complexity
Strong work ethic and self-starter, able to effectively lead multiple priorities and adapt to change within a fast-paced business environment
Ability to learn and navigate new software quickly
Minimum 2 years previous customer service experience in banking required

Preferred

College degree preferred

Company

ConnectOne Bank

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ConnectOne Bank provides creative financial products and customized solutions.

Funding

Current Stage
Public Company
Total Funding
$50M
2015-06-30Post Ipo Debt· $50M
2014-01-21Acquired
2013-02-12IPO

Leadership Team

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Frank Sorrentino III
Chairman/CEO
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Joseph Parisi
Co-founder & Director
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Company data provided by crunchbase