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Services Specialist
Citizens Bank
Riverside, RI, United States
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Description
The Process Management Representatives’ duties vary. They perform advanced fulfillment tasks in support of the Commercial Client Delivery Teams, including but not limited to the processing of requests received via email, Case Management, and phone. Some of these requests include the processing of check and statement copies, answering general inquiries about Treasury Solutions products and services, and fulfillment of Commercial Work Packages which include payoffs, transaction histories, etc. Successful applicant must possess the ability to work in a fast paced, deadline oriented environment. The position requires the use of various complex methodology and procedures with knowledge of the business unit's products and systems. Representatives ensure work adheres to regulations, compliance, risk avoidance standards, department policies and SLA's. Applicant must possess a strong and in-depth knowledge of Commercial products and services.
Function/Deliverables:
• Provide product and service information for requests received via Email, Phone, and Case Management
• Support the Commercial Priority Service and the Client Services Teams by assisting with phone coverage as needed
• Performs advanced clerical operations tasks that are routine in nature supporting the Commercial Client Service Teams
• Collaborates with CPS team members to support and enhance the client experience
• Prioritizes work in a time-sensitive manner
• Resolves straight-forward to moderately complex customer issues with minimal guidance, escalating as appropriate
• Effectively cross sell appropriate Cash Management products and services to meet client needs
Qualifications
• Commercial Loan product and servicing experience and/or 1 year Cash Management experience with a deep understanding of Treasury Solutions products and service offerings
• Focus on client needs and customer service at all times
• Detail-oriented and methodical
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible and accommodating
• Strong knowledge of Microsoft Office applications; comfortable learning and navigating new technology and software applications
Education:
High School Diploma or Equivalent, Bachelor’s Degree preferred