Metropolitan Commercial Bank→
Client Service Specialist (West Palm Beach, Fl)
Entry LevelOn-siteFull-time
Location
West Palm Beach, FL
Salary
$65k–$75k/yr
Experience
0–1 years
Posted
1 week ago
Skills
customer service experiencerisk understandingclient relationship managementdocumentation skillscommunication skillscollaboration skillsflexibility
Job Description
Summary: Metropolitan Commercial Bank is a New York City–based, full-service commercial bank providing tailored banking solutions. The Client Service Specialist is responsible for performing routine branch and customer service duties, acting as the primary liaison for customers and identifying service/product opportunities.
Responsibilities:
- Resolve client-based inquiries and concerns (including but not limited to reconciliation of statements, card re-pins, card lock outs, balance inquiries, error corrections, all other customer services issues posed by clients or employees)
- Perform clerical duties
- Order products & set up services for clients
- Assist manager(s) and or Relationship Manager in any operational duties, including external business meetings at client’s office
- Attending External events and Expo’s
- Complete other related tasks & projects as directed by management
Required Qualifications:
- 0-1 years of customer service experience in a bank environment
- Strong ability to understand risk
- Serve as a liaison between customers and the financial institution
- Communicate regularly with clients to build and maintain strong relationships
- Document all client interactions and maintain accurate records
- Stay updated on bank policies, financial trends, and regulatory requirements
- Collaborate with other bank staff to ensure excellent customer service
- Flexibility to work branch hours
Required Skills: Customer service experience
Important Skills: Risk understanding, Client relationship management, Documentation skills
Nice-to-Have Skills: Communication skills, Collaboration skills, Flexibility