Commercial Client Services Specialist

Job description

The commercial client services specialist operates as a connection between retail, treasury management and Healthcare Bank and deposit operations regarding VRU, commercial banking, online and mobile banking and treasury management services. Uses knowledge of treasury management, commercial banking, and deposit products to serve Bell Bank’s commercial customer base effectively and efficiently. They provide solutions for customers who encounter complex issues with online banking, mobile banking, text banking or VRU. In addition to taking direct calls from clients, they receive escalated calls from bank employees. This team will act as a one-stop place for customers to go to resolve any questions, or issues that may arise. Primary Duties: Leadership Expectations - Facilitate and accept change within Bell’s Values and Bottom Line. Internal and External Technical Support: - Monitor incoming tickets in the service managing tool. - Build rapport with retail customers, commercial clients and employees; understand and represent customers’ needs when communicating internally; and at the direction of leadership or senior members of the department, guide customers to the best solutions. - Hand...