"Alerted.org

Client Solution Specialist

The Client Solution Specialist role is responsible to service, inform, and assist the organization's clients while providing an exceptional client experience. Working under limited supervision, the role handles inbound service calls for a targeted client treatment.

Key Responsibilities and Duties

+ Maintains high quality service to all clients by answering inbound product and service questions and referrals while maintaining ownership and one call resolution.

+ Processes bank account openings, money movement such as wire, Zelle, CD maturity, bill pay, account maintenance, and web support.

+ Maintains client records by verifying and updating account information.

+ Resolves product or service problems in a timely manner by listening, determining the cause of the problem, selecting, and explaining the best solution to solve the problem, expediting the solution, and following up with the client.

+ Follows established policies and procedures and reporting needed changes while complying with federal, state, and local banking regulations.Documents customer feedback and complaints.

+ Supports continuous improvement by identifying non-urgent or urgent call trends, observations, or common issues; participates in technology, testing, or projects.

+ Protects the organization by following risk management protocols and adhering to regulatory requirements. Identifies and promotes the Bank's products to potential and existing customers.

Educational Requirements

+ High School Preferred

Work Experience

+ No Experience Required; 2+ Years Preferred

Physical Requirements

+ Physical Requirements: Sedentary Work

Career Level

3IC

Preferred Qualifications

+ Customer Service experience within the Financial Services industry

+ Contact Center experience.

+ Ability to handle client issues in a timely manner.

+ Experience processing bank account openings, money movement, Zelle, etc.

**Must be able to work the following schedule:** Monday through Saturday, off on Sunday and one day during the week. Hours of work: 9am-6pm OR 10am-7pm

Posting end date: 6/13/2025

This position is Hybrid. Hybrid work is a minimum of four days a week, one flexible day for remote work.

Job Seeker Notice

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

**Pay Range** $25 - $25

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.