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Client Service Representative

Description

Ref ID: 00070-0011526164

Classification: Branch/Retail Banking Clerk

Compensation: $16.15 to $18.70 hourly

• Works with vendors and outside service providers to ensure operational performance standards are maintained. • Provides prompt, courteous service to all internal/external customers promoting professionalism and confidentiality. • Assists as a backup, if possible, to other functions within the online banking and cash management functions. • Perform special projects as assigned. • Reviews online account access and services the digital banking portfolio including account origination, maintenance, servicing and reconciliation in accordance with state and federal regulatory compliance guidelines. • Provides and maintains client contact for biz account opening, enrollment and maintenance of digital banking services and products. • Serves as the next point of escalation and directly assists customers with problems accessing and/or using services across the Bank’s digital channels. • Works closely with the digital banking provider to resolve technical issues, reported bugs and upcoming release testing. • Reviews and monitors anomalies in the digital channels and works with customers, branch and BSA staff on potential suspicious activities. • Communicates with client facing areas regarding issues and resolutions related to the Bank’s digital channels. • Maintains documentation and records of customer information, inquiries, complaints and services implemented. • Collaborates with team and management to ensure daily service standards and other deadlines are met. • Researches and responds to external and internal client inquiries and problems via telephone and/or e-mail. • Works with Online Banking/CM Manager to create and update digital banking procedures and policies and provides training to branch staff with all news, updates and changes. • Provides assistance with cash management processing, wire requests, ACH files and approvals, and customer support in remote deposit capture for consumer and business.

Requirements

• High School diploma or equivalent required, business related degree a plus • Experienced with branch or operations banking and/or software technical call center experience with focus on digital products • Above average proficiency on computer and mobile phone - internet, smartphone apps, bank applications, MS office. • Strong understanding of online banking. • Strong customer service orientation • Excellent verbal and written communication skills • Demonstrates good analytical attention to detail and problem solving

Accountemps, a Robert Half Company, matches highly skilled professionals with accounting finance jobs on a temporary and temporary-to-hire basis. From accounting clerks and bookeepers to accounts payable and staff accountants, we provide you with access to exciting career opportunities. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local Accountemps office at 888.490.3195 or visit www.roberthalf.com/jobs/accountemps to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-CA-Salinas
Employment Type Full-Time/Part-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance, Professional Services
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Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-CA-Salinas
Recruiter
831- 241-9042
831- 333-1361
Snapshot
Robert Half
Company:
US-CA-Salinas
Location:
Full-Time/Part-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 00070-0011526164

Classification: Branch/Retail Banking Clerk

Compensation: $16.15 to $18.70 hourly

• Works with vendors and outside service providers to ensure operational performance standards are maintained. • Provides prompt, courteous service to all internal/external customers promoting professionalism and confidentiality. • Assists as a backup, if possible, to other functions within the online banking and cash management functions. • Perform special projects as assigned. • Reviews online account access and services the digital banking portfolio including account origination, maintenance, servicing and reconciliation in accordance with state and federal regulatory compliance guidelines. • Provides and maintains client contact for biz account opening, enrollment and maintenance of digital banking services and products. • Serves as the next point of escalation and directly assists customers with problems accessing and/or using services across the Bank’s digital channels. • Works closely with the digital banking provider to resolve technical issues, reported bugs and upcoming release testing. • Reviews and monitors anomalies in the digital channels and works with customers, branch and BSA staff on potential suspicious activities. • Communicates with client facing areas regarding issues and resolutions related to the Bank’s digital channels. • Maintains documentation and records of customer information, inquiries, complaints and services implemented. • Collaborates with team and management to ensure daily service standards and other deadlines are met. • Researches and responds to external and internal client inquiries and problems via telephone and/or e-mail. • Works with Online Banking/CM Manager to create and update digital banking procedures and policies and provides training to branch staff with all news, updates and changes. • Provides assistance with cash management processing, wire requests, ACH files and approvals, and customer support in remote deposit capture for consumer and business.

Requirements

• High School diploma or equivalent required, business related degree a plus • Experienced with branch or operations banking and/or software technical call center experience with focus on digital products • Above average proficiency on computer and mobile phone - internet, smartphone apps, bank applications, MS office. • Strong understanding of online banking. • Strong customer service orientation • Excellent verbal and written communication skills • Demonstrates good analytical attention to detail and problem solving

Accountemps, a Robert Half Company, matches highly skilled professionals with accounting finance jobs on a temporary and temporary-to-hire basis. From accounting clerks and bookeepers to accounts payable and staff accountants, we provide you with access to exciting career opportunities. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local Accountemps office at 888.490.3195 or visit www.roberthalf.com/jobs/accountemps to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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Client Service Representative Apply now