Banking Client Service Advisor

Banking Client Service Advisor I
Location: Phoenix, AZ 85040 – must be local, allowed to WFH
Schedule: M-F, regular business hours
Duration: through June 2024, contract
The Global Fulfillment team is responsible for servicing all commercial client information files (CIFs), deposit & investment products, online banking, and cash management services. GF provides operational support across the U.S., China, Israel, Canada, South America, and the U.K.
The bank values empathy for others, speaking and acting with integrity, embracing diverse perspectives, taking responsibility, and supporting continuous learning and improvement, which are core to the team's operations. Our Client Onboarding team is driven to meet client needs and support their global banking experience through an accurate and timely servicing of their deposit products and services.
A Client Service Advisor I (CSA I) is an integral part of a production team responsible for supporting internal business partners in fulfilling client requests. A CSA I works alongside a large team across multiple regions and through an array of different systems. Global Fulfillment is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.
Responsibilities:

• Validating the quality and accuracy of work for our teams.
• Delivering an excellent client experience by providing a timely and accurate servicing of client records for the commercial bank.
• Supporting client financial needs through proper maintenance of deposit accounts and online banking services.
• Providing accurate and clear operational guidance to clients and internal business partners. consistent with regulatory requirements, bank policy, and department procedures.
• Processing approximately 200-300 client requests per month while maintaining a consistent accuracy rate.
• Adherence to tight service level agreements on client requests.
• Ability to research simple to moderately complex requests and communicate to business partners a timely resolution of client inquiries.
• Flexibility with hours of support and coverage.
• May support tasks related to regulatory monitoring of accounts as needed.

Desired Skills:

• Bachelor's degree or equivalent work experience.
• Prefer 1-2 years of experience in the financial industry, knowledge of deposit operations is a plus.
• Detail-oriented with a keen eye for accurate quality of work.
• Ability to learn products, services, and procedures quickly and accurately.
• Highly motivated self-starter with a strong work ethic and intense focus on delivering results
• Strong ability to multi-task, handle high volumes via multiple work queues, and effectively manage time to meet deliverables.
• Excellent written and verbal communication skills.
• Resourceful in researching inquiries and providing solutions in simple to moderately complex scenarios.

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