• Client Experience Officer (Hebrew Speaker)

    Insight Global (New York, NY)


    Job Description

    A large banking client is looking for an Client Experience Officer to join the Operations group supporting their commercial clients. This team supports all commercial banking clients for onboarding, implementation and servicing of their banking accounts. As a Client Experience Officer, this person will be responsible for servicing banking clients for all client onboarding, transaction requests, account updates and maintenance, and additional administrative support. These incoming transactional and administrative requests will be sent to the Client Services team to then forward along to internal teams with the proper instructions and documentation to be processed. On a daily basis, the Client Service office will be monitoring the client's banking activity, balance information, as well as internal databases to keep up to date on each client. Each Client Service Officer will be dedicated to a portfolio or set of clients that have been brought into the bank from Relationship Managers. They will continue to develop the relationships with these clients through understanding the client's needs and how the bank can serve them from a transactional and system perspective. They will partner with the Relationship Managers to service their clients cohesively.

     

    The ideal candidate will have a strong eagerness to understanding banking operations and systems, in addition to an ability to provide top tier customer service to their clients on a daily basis. They will be knowledgeable about the banking capabilities and technologies available to their clients in order to understand and anticipate a clients financial needs.

     

    We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

     

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

     

    Skills and Requirements

     

    - 1+ year of experience within Commercial Banking

     

    - Strong customer service skills

     

    - Knowledge of banking transactions (ACH, Wire Transfer, Stop Payments, Overdrafts, Positive Pay, etc)

     

    - Experience within Commercial Banking

     

    - Desire to build relationships and ensure client satisfaction

    - Fluent in Hebrew null

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].