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Client Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday

Citizens · RI · Posted 2026-09-02

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Job description

Responsibilities - Serves cash management customers by taking telephone and email inquiries, research and training clients on cash management products. - Provides product/service information by answering questions & offering assistance. - Independently services both internal and external customers on a wide variety of cash management products, services and technical issues. - Research problems and provide customer with resolution within established timeframes. - Work with various operational support staff in the reconciliation of client problems while attempting to limit future occurrences. - Proactively advise management of impending problems or obstacles to meeting service standards. - Expected to help minimize financial risk to the bank. - Maximize customer opportunity by referring opportunities to Sales that are identified during the service process. - Diagnose, prioritize, resolve and/or escalate all technical, system, or procedural issues related to Access Money Manager, EZ Deposit, File Transmissions, ACHieve, SweepNet etc. Qualifications, Education, Certifications and/or Other Professional Credentials - Incumbent must have in-depth knowledge of the financial services industry and Cash Management products (including regulatory and compliance), systems and operations to successfully respond to customer needs and meet established timeframes. - Minimum 5 years banking and customer service minimum experience, call center experience is highly preferred. - Strong communication skills. - Analytical skills and the ability to recognize trends. - Exercise considerable independent judgment. - Attention to detail. - Pro-active attitude. - Quick to learn. Hours & Work Schedule - Hours per Week: 11:00am - 4:00pm (days and hours are subject to change) - Work Schedule: Tuesday - Saturday