Job Description
Job Description
CLIENT SERVICES SPECIALIST
Summary
The Fortis Bank Client Services Specialist is responsible for upholding our strong client experience culture by partnering with our clients and team members to provide excellent service.
The ideal candidate will be able to undertake a variety of client service tasks and work diligently under pressure. This individual will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results.
Responsibilities
Client Services
- Deliver a comprehensive, smoothly executed client service experience by providing ongoing support to our clients related to account opening and servicing.
- Manage call, chat, and e-mail volume by answering, screening, and forwarding incoming correspondence appropriately.
- Provide technical assistance and troubleshooting for all mobile banking and treasury management solutions, including but not limited to online banking, wire transfers, ACH transfers, Bill Pay, and Positive Pay processing.
- Assist clients with ordering debit cards, checks, and other standard banking products.
- Partner with Operations teams to provide additional support as needed based on transaction volume.
- Act as a back-up for branch team members, performing standard teller transactions for clients as needed.
- Develop a fundamental understanding of the banking industry, as well as a complete understanding of products and services offered to our clients.
- Follow all internal policies and procedures to ensure the bank is operating in a compliant manner.
Qualifications
- Bachelor’s Degree preferred; High school diploma required.
- Minimum of 3-5 years of experience in retail or commercial banking.
- Embodies the Fortis Bank culture principles and competencies and consistently demonstrating a positive, ambitious, and solution-oriented attitude with clients and team members.
- Proficient and experienced in Microsoft Office suite products and technology, including but not limited to : Outlook, Microsoft Teams, Word, Excel, and PowerPoint.
- Strong ability to adapt to systems and technology, including but not limited to : client relationship management tools, conference room management and teleconferencing systems and tools, banking core systems, and other common office management products.
- Communicates effectively and professionally, both verbally and via e-mail and other chat tools.
- Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently.
- Demonstrates strong interpersonal skills, with the ability to build meaningful professional relationships with senior management and team members.
ADDITIONAL INFORMATION
Office Requirements : This position is required to work from a Fortis Bank branch location, Monday Friday, 8 : 30AM 5 : 00PM.
ABOUT FORTIS
Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah.
More information about Fortis Bank is available at www.fortisbankus.com.
At Fortis Bank, we take great pride in being a commercial banking partner for our clients. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions.
We strongly believe in hiring people greater than ourselves and we recognize, reward, and develop those individuals who make an outsized impact to the business.
Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience.
Fortis is Great Place to Work-Certified™
Join a team where your expertise and passion can make a meaningful impact. Learn more today at www.fortisbankus.com / careers.
Monday - Friday 8 : 30am - 5 : 00pm
"Remote Client Services Specialist
We’re looking for enthusiastic individuals to assist existing and prospective clients within our organization. This position will work with multiple clients through-out the day providing outstanding service and product knowledge. ...
Client Services Specialist
The Fortis Bank Client Services Specialist is responsible for upholding our strong client experience culture by partnering with our clients and team members to provide excellent service. Deliver a comprehensive, smoothly executed client service experience by providing ongoing support to our clients ...
Client Intake Specialist
As a Client Intake Specialist, you play a vital role in facilitating the seamless operation of client intake activities and associated services at the Weigand Resource Center. Oversee the check-in process, ensuring clients properly scan in at the intake desk. Assist clients without scan cards to com...
Customer Service Specialist
OneMain Auto is looking for a talented Customer Service Specialist. As a Customer Service Specialist, you will be an important part of a team who are really the face of OneMain Auto. You will be responsible for all customer service calls assisting with account information, insurance claims, payment ...
Client Account Service Associate - Salt Lake City or Houston
This position enhances the client experience by providing exceptional client service, supporting business functions remotely, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. The Client Account Service Associate is also responsible fo...
Client Service Specialist
Client Service Specialists work independently to organize and manage a wide range of administrative and client support activities. We are a financial services firm that truly cares about its clients, advisors, and associates. Prime Capital Investment Advisors provides a client-centric team approach ...
Account Manager
Account managers are responsible for being a business manager and leader for the assigned account package. The goal of the account manager is to grow the volume and profitability of the account base and promote all Codale's products and services in a professional and ethical manner. Account managers...
Account Manager - Salary + Uncapped Commission
We are looking for talented and charismatic inside sales representatives from all walks of life to join our diverse sales and account management team. You will be coachable and accountable. ...
Technical Account Manager, Post Sales, SME
The Technical Account Manager is in charge of managing the relationship with Small and Medium Enterprise customers and the primary responsibility is to ensure the customer's satisfaction. The Post-Sales Account Manager will be responsible for renewing and upselling his/her client base quarterly and ...
Entry Level Business Customer Service Representative - Full Training Provided
We are currently seeking a highly motivated customer-focused individual to join our team as a Business Customer Service Representative. Business Customer Service Representative Responsibilities:. Business Customer Service Representative Requirements:. If you have a passion for building relationships...