Client Priority Services Specialist

Citizens Financial Group, Inc. Riverside , CA 02915

Posted 3 days ago

Description

The Commercial Priority Services Specialist will be responsible for managing a portfolio of high-value Commercial Banking clients. In that role, the Specialist will be responsible for supporting the clients' treasury product needs and assisting with any daily banking requirements. The Specialist will also work closely with internal partners, including Relationship Managers and Treasury Relationship Managers with the goal of collectively satisfying the clients banking and treasury needs and providing world-class service.

Primary responsibilities include

  • Responsible for delivering best-in-class customer service for a designated portfolio of Commercial Banking clients.
  • The CPS Specialist is responsible for owning and resolving all client inquiries, by developing a deep understanding of Commercial products and systems while building a trusted network across various departments including sales, products, relationship managers, client services and operations.
  • The Specialist is also responsible for providing Treasury Solutions application training to their portfolio of clients as they introduce new cash management products.
  • The CPS Specialist will focus on establishing and fostering relationships with their assigned portfolio business partners, including having regular meetings with Relationship Managers, Clients and other key business partners to discuss existing services, streamlining operational processes and resolving urgent needs.
  • The CPS Specialist will perform root cause analysis to identify potential solutions and process improvement opportunities for recurring service issues. In addition, the Specialist will support the implementation of new solutions that will ultimately improve SLA's, decrease operational effort and improve overall client experience.
  • The CPS Specialist will also be responsible for helping to support other colleagues' portfolios as needed

Qualifications, Education, Certifications and/or Other Professional Credentials

  • 2 Year's customer service experience with a background in high-touch client service.
  • Experience in Financial Services industry, commercial cash management and loan experience preferred.
  • Excellent written and verbal communication skills.
  • Ability to work in a fast-paced environment while maintaining a high degree of accuracy.
  • Ability to work independently and manage competing priorities.
  • Work effectively in ambiguous situations
  • Adapt well to new and changing processes.
  • Successful candidate must be intellectually curious.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: 8.30am-5pm

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received

Disability Equality Index Best Places to Work for People with Disabilities

Fair360 Top Regional Company

FORTUNE's World's Most Admired Companies

Human Rights Campaign Corporate Equality Index 100 Award

Military Friendly Employer

Age-Friendly Institute's Certified Age-Friendly Employer

Bloomberg Gender Equality Index, Standout

Dave Thomas Foundation's Best Adoption-Friendly Workplace

Forbes America's Best Large Employers

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Client Priority Services Specialist

Citizens Financial Group, Inc.