PCB Client Support Specialist II RJ Bank

Job Description Summary

Responsibilities:

• Review evaluate and approve financial transactions in accordance with organizational policies regulatory requirements and delegated authority.
• Exercise sound judgment to identify assess and escalate complex or high-risk transactions when appropriate.
• Enter data into standard branch systems reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
  Interview the customer using a simple standard sales script to clarify the customers requirements.
• Make calls (by telephone or in person) to allocated potential customers to establish contact and build rapport.
• Ensure that basic customer details held in the system are accurate and make notes of follow-up actions that have been promised together with notes of actions taken during each sales call.
• Carry out standard customer service activities and handle simple customer inquiries.
  Receive visitors and assist with various requests for information referring more complex matters to colleagues.
• Assess compliance with established standards and protocols for parts of routine inquiries.
• Use standard office software to carry out basic formatting of letters memoranda and routine reports.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills:

• Communicates clearly and effectively to express ideas request actions and support planning and decision-making.
• Builds trust and develops strong relationships with customers and key stakeholders through positive value-driven interactions.
• Delivers exceptional customer service by ensuring customers feel understood appreciated and confident in the organizations support.
• Effectively manages service conversations using a structured approach (open learn respond and close).
• Navigates difficult customer conversations with professionalism empathy and a focus on resolution.
• Develops and executes action plans based on business requirements and recommendations.
• Interprets applies and monitors policies and procedures to ensure alignment with organizational objectives.
• Effectively utilizes customer relationship management (CRM) and other customer management systems to support business activities.
• Assesses transaction risk by reviewing customer requests supporting documentation and applicable policies to ensure compliant accurate and appropriate approval decisions.

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.