Client Solutions Specialist Client Solutions Specialist …

TIAA
in Jacksonville, FL, United States
Permanent, Full time
Last application, 25 Feb 21
Competitive
TIAA
in Jacksonville, FL, United States
Permanent, Full time
Last application, 25 Feb 21
Competitive
Client Solutions Specialist
All companies + Hiring difference makers. ☰ Client Solution Specialist I New TIAA Bank 2 days ago Post Date Apply for Job Share this Job

PRIMARY CHARACTERISTICS

The purpose of this position is to service, inform, and assist TIAA, FSB clients while providing an exceptional client experience.

ESSENTIAL FUNCTIONS

       Maintain quality service to all clients by answering product and service questions, cross-selling related products and services, and being  courteous and responsive to all clients'   needs

       Maintain client records by verifying and updating account information

       Resolve product or service problems in a timely manner by listening, determining the cause of the problem, selecting, and explaining the best solution to solve the problem;   expediting the solution and following up with the client

       Maintain bank operations by following established policies and procedures and reporting needed changes while complying with federal, state, and local banking regulations

       Contribute to team effort by answering client phone calls in a timely manner

       Take ownership in problem resolution

       Complete all duties as assigned

KNOWLEDGE, SKILLS, AND ABILITIES 

       Basic math, clerical, and typing skills

       Full knowledge in the use of a personal computer

       Ability to handle multiple tasks while maintaining a high level of service

       Ability to understand and retain product and service knowledge

       Effective verbal and written communication skills; capable of tailoring communication to each unique situation

       Active listener that can ask necessary questions in order to clarify any ambiguity

       Demonstrates proficient product knowledge and schedule adherence

REQUIRED MINIMUM QUALIFICATIONS

       Completion of a high school diploma

       Two years or more experience in a client service or call center environment required

PREFERRED QUALIFICATIONS

                   Banking or mortgage  servicing experience preferred

Equal Employment Opportunity is not just the law, its our commitment. Read more about the . If you need assistance applying due to being visually or hearing impaired, please email , or call We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Additional Information
  • Requisition ID: 1726548
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MAKE A DIFFERENCE

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TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.

Advisory services provided by Advise & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

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