13 дней назад
Client Solution Specialist Sr.
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Solution Specialist Sr. (Commercial Banking): Providing sales, service, documentation, and execution support for new and ongoing client relationships with an accent on client implementation, transaction accuracy, and regulatory compliance. Focus on managing client and account information, coordinating with client teams and service partners, and resolving servicing issues in an in-office banking environment.
Location: In-office at The Plaza at Coral Gables, Coral Gables or Fort Lauderdale, Florida
Company
is a commercial banking organization providing financial products, client relationship support, and banking services.
What you will do
- Provide sales, service, and execution support for new and ongoing client relationships.
- Gather, prepare, review, and verify client documentation and related information.
- Process client, account, and transaction details while following standard regulations and procedures.
- Administer implementation plans and coordinate related client interactions.
- Act as a point of contact for clients, client teams, and service partners, escalating issues when necessary.
- Prepare reports, maintain relevant systems, and provide peer or administrative support.
Requirements
- Associate degree or equivalent education and experience.
- Typically 4+ years of related business or functional experience, or relevant product knowledge.
- Strong accuracy and attention to detail, communication, decision-making, and critical-thinking skills.
- Experience with customer support policies, sales support, administration, relationship management, and managing multiple priorities.
- Must work in-office in Coral Gables or Fort Lauderdale, Florida.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, and risk management.
- Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
- Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
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