Client Support Specialist
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Job Location:
Meridian, ID - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Title: Client Support Specialist
Department: Treasury Operations - 77
Reports to: Treasury Operations Manager
Department: Treasury Operations - 77
Reports to: Treasury Operations Manager
Status: Exempt Non-Exempt
About the Role
The Client Support Specialist delivers high-quality service and operational support to consumer and small business clients. This role acts as a primary point of contact for deposit accounts and digital banking services handling routine inquiries resolving issues and guiding clients through banking tools and services.
The position emphasizes efficiency consistency and a client-first approach while adhering to bank policies regulatory requirements and risk management standards. More complex needs are escalated to specialized teams as appropriate.
Work Details
Schedule: Monday Friday standard business hours
Work Location: Onsite Hybrid Remote
Travel: None Occasional (up to 10%) Frequent (more than 25%)
Work Location: Onsite Hybrid Remote
Travel: None Occasional (up to 10%) Frequent (more than 25%)
What Youll Do
- Provide exceptional customer service via phone email and digital channels owning client issues through resolution
- Support online banking mobile banking account access password resets debit card inquiries and navigation assistance
- Assist with deposit account needs including balances transaction research stop payments and account maintenance
- Research and resolve client issues documenting activities within case/ticketing systems
- Identify and escalate potential fraud or suspicious activity in accordance with bank procedures
- Collaborate with Operations Branch staff and internal teams to resolve issues efficiently
- Educate clients on bank products and services; refer to Relationship Officers or specialized teams when needed
- Maintain knowledge of deposit products digital tools and regulatory requirements
- Ensure compliance with bank policies information security standards BSA/AML and privacy requirements
What Were Looking For
(Required)
- High school diploma or equivalent
- 13 years of experience in banking operations deposit support call center or customer service
- Strong communication customer service and problem-solving skills
- Ability to independently research and resolve routine banking and digital issues
- Proficiency in Microsoft Office and ability to navigate multiple systems
- Strong attention to detail and ability to maintain confidentiality
(Nice to Have)
- Experience supporting digital banking platforms
- Familiarity with banking regulations and compliance standards
- Prior experience with case management or ticketing systems
Why Youll Love Working Here
Posting Location(s):
- Meridian Idaho
Physical Demands:
In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
(Check the box that applies by double clicking on the box.)
Sedentary: Limited activity no lifting limited walking
Moderate: Mostly standing walking bending frequent lifting
Light: Office work some lifting bending stooping or kneeling walking
Arduous: Heavy lifting bending crawling climbing
The Fine Print
This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom computer-based web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position.
Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on Sunwest Banks review of criminal conviction history including pretrial diversions or program entries.
Required Experience:
IC
About Company
Sunwest Bank is an entrepreneurial business bank built for entrepreneurs by entrepreneurs. Find bank accounts, financing, HSA and more banking services.
