Service and Support Specialist

Job Description

Job Description

Description

Our Client has earned a reputation for serving the needs of our communities by emphasizing the importance of personal banking and by promoting local economic development. We employ a highly qualified and professional staff and offer a wide variety of products and services designed to meet the needs our customers and our communities. We place a strong emphasis on thrift and home ownership.

Job Reporting Relationships

Supervised by : Service & Support Manager

Supervises : None

Impact

Supports the Bank's performance, profitability, and reputation by serving as a trusted internal service partner. Provides timely, accurate, and professional support to employees across the organization, ensuring operational efficiency, and compliance.

Responsibilities

The Service & Support Specialist is the primary point of contact for employees seeking assistance with bank processes, systems, and operational procedures through the internal support hotline. This role ensures prompt resolution of inquiries, identifies opportunities for process improvement, and strengthens employee knowledge through guidance and training. The Specialist collaborates across departments and participates in testing new systems and functionality to ensure employees have the resources needed for the delivery of excellent service to customers.

Essential Functions

Serve as the first point of contact for internal hotline support inquiries across all departments.

Provide expert guidance on operational procedures, account maintenance, system navigation, and basic technology troubleshooting.

Log, track, and resolve support requests.

Collaborate with front-line staff and specialized departments (Operations, IT, Compliance, etc.) to ensure accurate and consistent communication and timely resolution of escalated issues.

Create, update, and share internal support documentation, FAQs, and training resources.

Participate in testing, upgrades, and implementation of new core and third-party systems.

Regularly analyze support trends and recommend system enhancements, workflow improvements, and staff training initiatives.

Stay current with bank products, services, policies, and regulatory requirements to provide accurate support.

Proactively identify knowledge gaps and recommend development opportunities for staff.

Occasional travel to other locations as needed to ensure operational consistency, employee support, and service excellence.

Ancillary Functions

Assures adherence to Bank policies and procedures and federal and state regulatory requirements.

Provides cross-functional support to other areas of the department and the Bank where service or assistance is needed.

Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Mandatory Training Curricula

Training is required of all Bank staff as related to regulatory mandated compliance topics and courses required for specific job functions. Career enhancement training courses are also available. Please refer to course catalog and management for details.

Competencies (refer to Competencies Library)

Skills

Excellent verbal and written communication skills (Spanish a plus).

Strong customer service, active listening, and interpersonal skills.

Ability to remain calm and professional under pressure.

Strong organizational and time management skills.

Knowledge of retail bank products, services, and related operating procedures.

Familiarity with current banking regulations and compliance standards.

Proficiency with Microsoft Office, core banking systems, and web-based platforms.

Experience with case management or ticketing systems preferred.

Physical Demands

The physical and related demands described in this section are representative of those that must be met by an employee to successfully perform the essential functions of this job. This job is mostly sedentary in nature but may occasionally involve lifting files and other materials that weigh up to 20 lbs. Employees in this job must be able to work in an office environment during regular business hours where they come into regular and frequent contact with internal and external customers and other members of the public. Therefore, employees in this position are expected to have consistently positive interactions with the public.

Education / Training

Associate's degree or equivalent in Business, Finance, or a related field preferred.

Experience

Minimum of two (2) years of experience in retail banking, banking operations, call center, or employee support roles.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision : simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services

W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision : simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.