Bank Client Support Specialist

Virtual
Peabody, MA, United States
Full-time

Vaco Boston has partnered with a leading bank looking to bring on a proven Client Support Specialist with a background in banking / finance customer service.

Please reach out for more details and immediate consideration as the hiring manager is reviewing resumes this week!

As a Bank Client Support Specialist your role will involve facilitating the financial security of our members by engaging in needs-based sales and service conversations related to a single Banking line of business or product set.

You will make a difference by identifying immediate and underlying financial needs and offering relevant solutions

Responsibilities :

  • Handle incoming member calls and online messages in a fast-paced environment
  • Use effective communication, probing questions, and critical thinking skills to identify member needs and provide suitable solutions, which may include offering banking products
  • Manage multiple tasks, such as navigating between systems and resources efficiently
  • Develop in-depth knowledge of our banking products to attract new members and enhance relationships with current members through product acquisition
  • Advise and educate members
  • Deliver outstanding member service by demonstrating empathy, active listening, and professionalism
  • Apply strong time and call management skills to assist members with their banking needs
  • Prioritize continuous improvement and development through coaching and collaboration with your manager and team members.
  • 3 days ago
Related jobs
Promoted
Vaco
Peabody, Massachusetts

Vaco Boston has partnered with a leading bank looking to bring on a proven Client Support Specialist with a background in banking/finance customer service. As a Bank Client Support Specialist your role will involve facilitating the financial security of our members by engaging in needs-based sales a...

Promoted
Tufts University
Somerville, Massachusetts

The Senior IT Client Support Specialist is responsible for providing effective Tier 2-3 frontline client support and deskside assistance for Tufts faculty and staff using available technical tools, such as the knowledge base, remote management suite, and a service-management database. Providing dedi...

Promoted
Zelis Healthcare, LLC
Boston, Massachusetts

The Client Support Specialist (CSS) serves as the primary point of contact for multiple Zelis Clients post Go-Live for processing of Claims Communications, Payments, and/or ID cards. Communicates & supports the Zelis Client Services vision/direction with clients and team members. The CSS is responsi...

Promoted
Broadridge Financial Solutions , Inc.
Boston, Massachusetts
Remote

Broadridge is hiring! Were seeking a Client Support Specialist to join our stellar team! You will have the opportunity to make a significant impact on the clients organization and their ability to do their business in an efficient and timely manner. The Client Support staff greatly impacts overall c...

Promoted
Veson Nautical
Boston, Massachusetts

As a Veson Nautical Software Support Analyst you will provide technical support for the world's leading developer of commercial maritime shipping software. Dedicated to ensuring the highest levels of client satisfaction, Veson Nautical brings decades of experience, technical knowledge, enthusiasm an...

Promoted
Zelis Healthcare, LLC
Boston, Massachusetts

The Client Support Specialist (CSS) serves as the primary point of contact for multiple Zelis Clients post Go-Live for processing of Claims Communications, Payments, and/or ID cards. Communicates & supports the Zelis Client Services vision/direction with clients and team members. The CSS is resp...

Infobase
Boston, Massachusetts
Remote

The Client Fulfillment Specialist plays a crucial role in ensuring the timely and accurate fulfillment of client deliverables across multiple departments, including customer success, editorial, and research. This role is responsible for managing the end-to-end process of client partnerships, from co...

Tufts University
Somerville, Massachusetts

The Senior IT Client Support Specialist is responsible for providing effective Tier 2-3 frontline client support and deskside assistance for Tufts faculty and staff using available technical tools, such as the knowledge base, remote management suite, and a service-management database. Providing dedi...

First Citizens Bank
Boston, Massachusetts

Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. May assist in creating and monitoring pricing of Bank products or services, including evaluatingpetitor products and making suggestions to enhance the attractiveness of Bank offerings. May ser...

Veson Nautical
Boston, Massachusetts

As a Veson Nautical Software Support Analyst you will provide technical support for the world's leading developer of commercial maritime shipping software. Dedicated to ensuring the highest levels of client satisfaction, Veson Nautical brings decades of experience, technical knowledge, enthusiasm an...