Apply on Employer Site

Servbank · 19 hours ago

Client Onboarding and Support Specialist

United States

Full-time

Remote

Mid Level

$62K/yr - $73K/yr

3+ years exp

Servbank is a banking institution with local roots and national reach, dedicated to providing exceptional service to individuals, businesses, and communities. The Client Onboarding and Support Specialist is responsible for ensuring a superior experience for clients by managing customer support requests and providing training on system navigation, while also handling complex troubleshooting issues related to client onboarding for deposit accounts and treasury solutions.

BankingFinanceFinancial ServicesPersonal Finance

Responsibilities

Provide superior client experience in a professional and responsive manner for both internal and external customers, ensuring accuracy, quality, and expediency through various communication channels. channels, e.g., phone que system or written channels

Coordinate with assigned approvers to facilitate rapid decisions on behalf of clients for product limit increases while maintaining established risk management controls

Collaborate effectively while onboarding clients and coordinate with internal implementation teams / external vendors the client's configuration of their products and services

Support the integration of technological solutions into customers’ business operations by understanding needs, training on best practices, and facilitating the change process

Maintain awareness of risks, including ACH rules, payments risk, UCC laws, and FFIEC guidance, as well as user authentication best practices for online banking services

Communicate specific product configurations, customer procedures, and other information to assist with customer inquiries, including troubleshooting techniques to determine the source of errors and find resolutions

Perform necessary system configuration maintenance to fulfill customer requests and maintain existing client products

Coordinate closely with the bank’s Sales Officers to ensure products/services are established in accordance with internal processes/procedures and compliance/regulatory requirements

Manage the account analysis system, including establishing and maintaining customer-level billing and price structures

Collect, confirm, and document KYC and customer due diligence requirements following regulatory requirements for client onboarding, including the creation and collection of customer and bank-generated documents, including product contracts, agreements, and disclosures

Manage complex onboarding working directly with clients of treasury services, including developing project plans, coordinating with internal teams and external vendors, and ensuring timely delivery and quality of delivery and accuracy

Qualification

Customer service supportDeposit products knowledgeTreasury managementRegulatory complianceAnalytical skillsCommunicationInterpersonal skillsProblem-solving skillsAdaptability

Required

Bachelor's degree in Business Administration, Finance, Marketing, or related field

Minimum of 3 years of experience in supporting customer services, deposit sales, product management, treasury management, or related roles within the banking or financial services industry

Strong knowledge of deposit products, services, and industry trends, as well as regulatory requirements and compliance standards

Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional stakeholders

Strategic thinker with analytical abilities, problem-solving skills, and a customer-centric mindset

Ability to work independently, adapt to changing priorities, and thrive in a fast-paced, dynamic environment