Client Service Specialist jobs in United States
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Cathay Bank · 1 day ago

Client Service Specialist

Cathay Bank is a well-established financial institution that values its employees and fosters a supportive work environment. The Client Service Specialist is responsible for managing incoming client inquiries through various channels, ensuring quality service and prompt responses to enhance customer satisfaction.

BankingFinanceFinancial Services

Responsibilities

Operate telephone system to answer and direct incoming telephone calls in a timely, professional, and courteous manner
Respond to email inquiries promptly and courteously
Provide online client service through a live chat support system. Provide real-time support, respond quickly, directly, concisely, and a personalized experience for clients based on their wants and needs. Able to respond with the correct solution with easy-to-follow instructions
Identify callers’ needs and respond by giving general, routine information; transfer the call to the appropriate area, department or individual within the Bank as deemed necessary. Provide quality service and prompt response to all callers
Stay informed and current about service/product promotion to answer any inquiry resulting from the Bank’s advertisement
Stay informed about any business emergency, e.g., power outage, natural disaster to answer the inquiry
Ensure client’s inquiries and/or complaints are responded to promptly and courteously. Follow the established procedure to report or escalate client complaints to the appropriate area if necessary
Process online banking applications and related services set up and provide client service support for online banking clients
Provide client service support for telephone banking clients and service set up
Maintain appropriate Client Care Center records and logs

Qualification

Customer service experienceBanking experienceProblem solving skillsVerbal communicationWritten communicationPC proficiencyMultitasking abilityBilingual English/MandarinBilingual English/CantoneseTeam-orientedMotivational skills

Required

Education: High School Diploma or equivalent
Experience: Minimum two years of customer service experience, and previous banking/online banking experience preferable
Excellent problem solving and troubleshooting skills required
Ability to work in a team-oriented environment; demonstrated ability to provide good customer service
Strong verbal and written communication skills
Comfortable with multitasks and work effective through several inquiries/problems simultaneously
Excellent motivational skills
PC proficiency including Excel and Word
Ability to multi-task and handle different systems
Comfortable working a schedule that may fall outside standard 8:30 a.m. to 5:30 p.m. hours

Preferred

Bilingual English/ Mandarin and/or Cantonese preferred

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Long-term disability insurance
Flexible spending accounts (FSAs)
Health saving account (HSA) with company contributions
Voluntary coverages
401(k)

Company

Cathay Bank

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Cathay Bank is a financial services company originally founded to support Los Angeles’ growing Chinese American community. It is a sub-organization of Cathay General Bancorp.

Funding

Current Stage
Late Stage

Leadership Team

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Chang Liu
President & Chief Operating Officer
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Bob Romero
SVP/CIO
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Company data provided by crunchbase