Client Solution Specialist I

Client Solution Specialist I

20 Aug 2024
Florida, Jacksonville 00000 Jacksonville USA

Client Solution Specialist I

Vacancy expired!

As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.Primary CharacteristicsThe 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 Requirements

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

Training and Experience

High school diploma or equivalent required

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

Banking or mortgage servicing experience preferred

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the .If you need assistance applying due to being visually or hearing impaired, please email .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: 1721115

Field: BankingCompany: TIAA Bank

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