Community Bank Logo

Community Bank

Client Support Specialist III

Posted 3 Days Ago
Be an Early Applicant
In-Office
Rancho Cucamonga, CA, USA
20-26 Hourly
Mid level
In-Office
Rancho Cucamonga, CA, USA
20-26 Hourly
Mid level
Provides telephone- and email-based customer support for commercial banking and treasury products. Responds to inquiries, researches and resolves technical issues, documents cases in a CRM, escalates problems cross-functionally, and recommends service improvements. Requires knowledge of ACH, wire transfers, Positive Pay, Remote Deposit Capture, and Cash Vault services, along with strong organizational, communication, and problem-solving skills.
The summary above was generated by AI

Exact compensation may vary based on skills, experience and/or education, and location.  This position is also eligible for an annual bonus.


SUMMARY

The Client Support Specialist is responsible for delivering a consistently exceptional customer service experience.   This critical telephone and email based role is essential to the success of the Bank and requires a focus on team, creating customer satisfaction, and taking ownership of resolving various inquiries.  This is a customer service contact center, mid level job. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job. 
  • Answers phone calls and emails from customers in a professional and courteous manner.
  • Identify customers’ needs quickly and take appropriate action to ensure those needs are met. Perform research and work cross functionally to escalate and resolve problems. 
  • Resolves technical customer issues in an effective and expedient manner.
  • Creates and maintains case documentation in a CRM portal to record customer incidents, including a complete description of the problem, what actions have been taken, customer impact and resolution.   
  • Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operations excellence. 
  • Identifies and relays service solutions and efficiencies with proven results.
  • Understands Commercial Banking and Treasury products and processes and is able to provide assistance troubleshooting various products. 
  • Provide, present, and promote the Citizens Experience to all external and internal customers. 
  • Other duties as assigned. 

 

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities. 

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

EDUCATION and/or EXPERIENCE

High School diploma or GED; a minimum of three years working experience and/or training in treasury product services (including ACH, Wire, Positive Pay, Remote Deposit Capture, and Cash Vault); or equivalent combination of education and experience.   

LANGUAGE SKILLS

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.   Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.  Ability to apply concepts of basic algebra and geometry, and interpret bar graphs

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

COMPUTER & SOFTWARE SKILLS

  • Proficient in MS Office (Excel, PowerPoint, Word)

CERTIFICATES, LICENSES, REGISTRATIONS

N/A

OTHER SKILLS and ABILITIES

  • Excellent organizational and time management skills.
  • Ability to resolve customer issues in a timely manner.
  • A general understanding of Commercial Banking, including Treasury products and processes, is preferred. 

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

While performing the duties of this job, the associate is regularly required to talk or hear.  The associate is frequently required to stand; walk; sit; and use hands and fingers to handle or feel.  The associate is occasionally required to reach with hands and arms, and stoop, kneel, crouch or crawl.  The associate is regularly required to operate a computer keyboard, mouse, calculator and telephone and reach with hands and arms.  The associate must occasionally lift and/or move up to ten (10) pounds. 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The work environment is usually moderate. 

Salary Range:$20.00 To $26.25 Hourly


Exact compensation may vary based on skills, experience and/or education, and location.  This position is also eligible for an annual bonus.

Similar Jobs

3 Days Ago
In-Office
Rancho Cucamonga, CA, USA
20-26 Hourly
Mid level
20-26 Hourly
Mid level
Financial Services
Provide phone and email-based customer service for commercial banking and treasury products. Troubleshoot and resolve client issues, document cases in a CRM, escalate when needed, recommend operational improvements, and ensure regulatory and policy compliance.
Top Skills: CRMExcelMs PowerpointMs Word
23 Days Ago
In-Office
Mid level
Mid level
Software
The Customer Support Specialist will resolve customer issues, manage client taxonomies, act as an escalation point, and collaborate with teams to enhance system capabilities.
Top Skills: JIRAZendesk Crm
An Hour Ago
Remote or Hybrid
USA
100K-155K Annually
Senior level
100K-155K Annually
Senior level
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Build and operate AWS GovCloud data infrastructure across development, preproduction, and production environments. Establish PostgreSQL platforms, infrastructure-as-code with Chef, BI infrastructure, identity integrations, monitoring, observability, CI/CD, and disaster recovery. Support data pipelines, troubleshoot incidents, optimize databases, and ensure FedRAMP and FISMA compliance. Collaborate with security, compliance, DevOps, and data engineering teams while delivering greenfield infrastructure from architecture through production.
Top Skills: AWSAws GovcloudBashChefCi/CdCloudwatchDatadogEltETLGitGitlabGoogle SamlJenkinsNagiosPostgresPythonRubySsoTableau ServerVpc

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account