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Client Service Advisor 🔥


Our Customer is a U.S.-based high-tech commercial bank. They have helped fund more than 30,000 start-ups and are one of the largest banks in the United States. They strive to increase their clients’ probability of success by providing expertise in innovative industries and dedication to their clients by helping them give clients what they need when they need it—from credit and cash management to international banking services.
We are seeking a Client Service Advisor (CSA) on a contract basis to help support our customer’s business needs. This role answers incoming emails specific to the Client's Commercial Banking clients. They will assist with a variety of client requests including but not limited to; online banking navigation, wires, transactions detail, DDA, MMA, CMMA account maintenance, adding additional accounts, credit and debit card, bill pay, mobile deposit, and PPP loans.

What You’ll Do:
Answer incoming Emails/Chats from clients needing help with all their banking needs including not limited to online banking platforms, checking account research, wires, ACH transactions, credit card inquiries, bill pay, mobile deposit, etc.
Partner with operations teams ensuring requests is handled in a timely manner.
Provide accurate and clear operational and regulatory guidance to clients and internal business partners maintaining regulatory requirements, bank policy, and department procedures.
Demonstrate white glove customer service in handling all customer requests for the Startup Banking clientele.
Problem solves and assists clients with account research.
Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary.
Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner.
Partner with Commercial Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed.
Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement.
Drive service innovation and transformation through automation, self-service capabilities, and channel integration.

Must Haves:
3+ years of customer service experience.
1+ years of experience in the banking/financial services industry.
Excellent written and verbal communication skills with the ability to convey information effectively and tactfully.
Call center experience preferred.
Knowledge of regulatory requirements that impact financial services.
Proficient in MS Office software.

Education:
BS/BA Degree preferred.

Hours & Location:
Standard M-F, 40 hours/week. This role is in a 100% remote location.
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have US residency at the time of application.
Perks are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements)
Health Benefits: Medical, Dental, Vision, Life (including spouse & child), 401k, STD/LTD, AD&D, and Commuter Benefits program.

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