• Client Service Specialist

    Insight Global (St. Petersburg, FL)


    Job Description

    Our commercial banking client is looking to hire a Client Service Specialist who would be responsible for managing the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.

    Responsibilities include but are not limited to:

    • Identify customer needs and take proactive steps to maintain positive experience.

    • Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.

    • Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.

    • Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.

    • Identity cross sale opportunities to appropriate line of business partners.

     

    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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 or uniformed service member status, 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 [email protected] 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

     

    -3-5 years of customer service experience within banking or treasury management experience

     

    -Knowledge of Commercial and Corporate Deposit Account Types