Client Care Specialist Job Description

A Client Care Specialist handles the daily reality of client retention: the chat queue with twelve open threads, the escalation that cannot wait, and the moment a frustrated B2B account needs one clear answer. This role owns first-contact resolution across phone, chat, and email channels, sitting within a dedicated support function that reports into customer success or operations. Two measurable facts define the work: churn rate and product engagement score, neither of which moves without consistent, skilled intervention. Few individual contributor roles carry this direct a line between daily conversations and monthly retention numbers.

As the Client Care Specialist, you resolve inbound client issues across all communication channels, owning the full support interaction from first contact through documented resolution while tracking churn risk and escalating where required. You operate within a structured client care team, working cross-functionally with product, sales, and technical teams to close knowledge gaps and represent the voice of the customer in each upstream conversation.

Career Impact: Owning churn metrics and client satisfaction scores at the individual-contributor level gives you a quantifiable portfolio of retention outcomes that carries direct weight in B2B SaaS hiring decisions.

Business Impact: When a high-value account submits a cancellation request or a product issue goes unresolved, this role is the last functional layer standing between the client and churn, making your resolution rate a direct input to monthly recurring revenue.

Growth Opportunity: The cross-departmental visibility built in this seat, particularly through escalation paths to product and Tier II teams, creates a clear track toward Client Success Manager or Technical Support Lead roles within two to three years.

• Resolve inbound client inquiries across phone, chat, and email channels to ensure first-contact resolution wherever possible.
• Manage the daily support queue, triaging ticket priority and escalating high-severity issues to Tier II or management within defined SLA windows.
• Document, track, and monitor all support interactions in the CRM system to maintain accurate client records and resolution histories.
• Analyze client feedback and feature requests, then relay structured summaries to product and development teams to inform upcoming releases.
• Train new and existing clients on platform features and workflows, producing user-facing support guides and internal training documentation as needed.
• Monitor client engagement patterns to identify accounts at risk of churn and flag them proactively to the customer success team.
• Partner with sales and marketing teams on upsell and cross-sell opportunities identified during inbound service interactions.
• Mentor junior team members on support procedures, serving as a subject-matter resource for escalated or complex account scenarios.

• Bachelor's degree in communications, business, or a related field, or equivalent work experience.
• 2 or more years of client-facing support experience, with demonstrated ownership of multi-channel service queues.
• Proven ability to explain technical concepts clearly to non-technical users across varying skill levels.
• Strong written and verbal communication skills, with professional standards in all client-facing correspondence.
• Experience documenting client interactions and managing case records within a CRM platform.
• Ability to manage multiple open cases simultaneously in a fast-paced environment while maintaining accuracy and composure.
• Demonstrated judgment in escalating issues appropriately, including knowledge of when to involve management or technical teams.

• Prior experience supporting a SaaS or technology product, including familiarity with ticketing workflows and product feedback loops.
• Exposure to churn analysis, retention metrics, or client health scoring in a B2B environment.
• Experience creating customer-facing training materials or internal knowledge base documentation.
• Background in cross-functional collaboration with product, sales, or engineering teams on client-reported issues.

• First-contact resolution rate, measuring how often client issues are fully resolved without requiring a follow-up interaction.
• Average handle time per ticket, tracking operational efficiency across phone, chat, and email channels.
• Client churn rate on supported accounts, reflecting the downstream retention impact of daily support interactions.
• Product engagement score on assigned accounts, indicating whether clients are adopting features after training and onboarding support.
• Escalation accuracy rate, measuring how reliably high-priority issues are routed to the correct tier without over-escalation.
• Typical tools: CRM platforms (commonly Salesforce or HubSpot); ticketing systems (commonly Zendesk or Freshdesk).

• Base Salary Range: $42,000 to $58,000 per year
• Bonus: Performance-based bonus tied to retention and CSAT targets, typically 5 to 10%
• Equity: Generally not offered at this level; some SaaS companies include small RSU grants
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by company size
• PTO: 15 to 20 days annually, plus standard US federal holidays
• Common Perks: Remote or hybrid flexibility, product access, learning and development stipends

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background check completion is a condition of employment for this role, as the position involves access to client account data and confidential records. All applicants will be evaluated without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Candidates requiring a reasonable accommodation during the application or interview process are encouraged to request one. Applicants must hold valid work authorization in the United States.

The Client Care Specialist owns the full auction support cycle, handling bidder inquiries, payout coordination, end-of-auction reporting, and post-sale offer management for an online auction platform. Reporting to operations leadership, this role works directly with listing partners and bidders to ensure timely payments, smooth shipping resolution, and accurate closeout of every sale.

Key Responsibilities

• Answer all inquiries that come in through the internal messaging system or by phone.
• Convey bidder requests for images or additional information to listing partners.
• Produce all end-of-auction reports to pass along to listing partners and be available to them if they have any questions or need a walkthrough.
• Follow up with bidders to make sure they pay for their items in a timely fashion.
• Guide bidders who may need assistance in paying for their items or getting them shipped.
• Organize the payout schedule to make sure listing agents are paid in a timely manner.
• Call bidders regarding post-sale offers and extend those offers to listing partners to lock down additional sales after the auction ends.
• Maintain a professional and courteous manner when interacting with bidders and listing partners.
• Contribute ideas regularly to help improve products and services.

Required Qualifications

• Basic understanding of technology systems and web applications.
• Proficient with Windows, MS Office, and HTML.
• Ability to identify and extract key information from large data files.
• Ability to respond promptly to inquiries via telephone, ticketing system, and chat.
• Ability to prioritize and manage multiple inquiries simultaneously in a fast-paced environment.
• Adaptable to new tasks and additional responsibilities as needed.
• Available for a flexible schedule.

Embedded within the commercial operations team, the Client Services Specialist delivers competitive pricing solutions and account support across logistics and airfreight networks. Working closely with business development, key account management, and strategic partnership management teams, this role advances client relationships by analyzing pricing feedback, authorizing discount requests, and producing internal and external reporting.

Core Functions

• Collaborate with business development, key account management, and strategic partnership management teams on new business opportunities.
• Provide client quotations for the commercial team or the client directly.
• Identify and work on target business opportunities to improve network utilization and provide competitive solutions to clients.
• Collect and analyze pricing feedback and competition updates for continuous improvement.
• Maintain and update pricing for existing accounts considering overall account profitability.
• Authorize and monitor requests for discounts and waivers, and approve potentially occurring additional costs.
• Improve client experience and support in building client relationships.
• Create and distribute internal and external reports.
• Support business development and dedicated accounts by creating documentation for claims and damages.
• Analyze client feedback and identify potential improvement areas.
• Create training and supporting documents for the commercial team.

Qualifications & Experience

• Commercial apprenticeship or similar education.
• 3 or more years of experience in logistics, preferably in airfreight.
• Experience in analyzing and collaborating with internal stakeholders on pricing strategies is a plus.
• Proficient with IT systems including Outlook, Word, Excel, and PowerPoint.
• Fluent in English and German, with additional languages an advantage.
• Ability to handle time pressure effectively.
• Focused on quality delivery to optimize customer experience.

Reporting to the client support leadership team, the Client Care Specialist shapes retention outcomes by handling inbound cancellation inquiries, identifying customer issues through effective questioning, and delivering tailored solutions across a subscription-based product portfolio. Partnering with field-based client support staff, this role books escalation appointments and manages a CRM database to sustain account relationships and maximize retention of existing business.

Primary Duties

• Take inbound inquiries from clients who intend to cancel or review their subscription.
• Provide high-quality customer service to maximize opportunities to retain existing business.
• Correctly identify customer issues through effective questioning.
• Provide solutions through quality communication, leading to a fast and efficient customer experience.
• Maintain an excellent level of knowledge of all products and services to offer tailored solutions.
• Book appointments for clients to meet with field-based client support staff.
• Manage a CRM database on a day-to-day basis.

Skills & Qualifications

• Previous experience working in a B2B role.
• Excellent customer service skills.
• Ability to thrive in a customer retention environment.
• Effective personal organization with drive, ambition, and creativity as a self-starter.
• Strong negotiation ability coupled with excellent written and oral communication.
• Excellent attention to detail and problem-solving capabilities.
• Ability to work under pressure with a consistently positive outlook when facing complex client issues.

Sitting at the intersection of client experience and supply chain operations, the Client Care Specialist leads purchase order tracking, supplier communication, and delivery issue resolution to ensure on-time delivery of indirect materials for a procurement-focused organization. Operating across purchasing managers, client requestors, and supplier contacts, this role builds and maintains daily open PO files and proactively surfaces problem transactions before they impact the customer.

Duties

• Confirm dispatched purchase orders with suppliers.
• Proactively communicate any PO date or status changes with the client requestor.
• Track and trace POs from initial confirmation to delivery.
• Create, develop, and maintain daily client open PO files.
• Ensure questions are routed to the appropriate team member.
• Maintain frequent contact with suppliers by phone or email.
• Respond to requests concerning shipments on time.
• Anticipate problem transactions and identify root causes to report to the customer.
• Perform research on missed or late PO deliveries to ensure remediation.

Requirements

• 2 or more years of customer service experience.
• Logistics, procurement, and PO experience strongly preferred.
• AP/AR experience is a plus.
• Proficient with MS Excel and ERP systems such as SAP or PeopleSoft.
• Strong interpersonal and communication skills with multitasking ability.
• Fluent in English and French.

A key member of the real estate operations team, the Client Care Specialist builds and maintains the full listing coordination workflow, managing CRM records, MLS research, vendor facilitation, and strata documentation to support agent productivity. Collaborating across the social media, marketing, and sales teams, this role also handles direct client communication, tour bookings, and sales activity reporting across a defined local service area.

Functions

• Manage client CRM, calendar, and task management.
• Prepare documents, conduct file compliance auditing, and maintain archiving.
• Coordinate and manage full listing processes, including presentations, MLS market research, and vendor facilitation such as photographers, home stagers, trades, cleaners, and appraisers.
• Assist at open houses as required.
• Book and organize client tours.
• Track and report on sales activity.
• Create content and manage the website in collaboration with the social media and marketing team.
• Communicate directly and digitally with clients.
• Order, review, and arrange strata documents.
• Complete miscellaneous errands such as lockbox pickup, key-cutting, and delivering client gifts.

Experience & Qualifications

• Real estate administrative assistant experience of 2 years is essential.
• Executive assistant experience of 1 year is preferred.
• Existing or newly qualified realtor designation is preferred.
• Proficient with Google and Microsoft platforms.
• Proficient with Paragon 5, SkySlope, and Webforms.
• Fluent in English, with an additional language an advantage.
• Ability to work independently and as part of a team.
• Strong multitasking, prioritization skills, and attention to detail.
• Flexibility for additional hours.
• Valid driver's license and access to a vehicle required.

Sustained client retention depends on the Client Care Specialist, who delivers consistent resolution across live chat, email, and phone channels while building trust through active listening and structured escalation practices. Based within a customer-facing support team, this role attracts and retains clients by assessing needs, collaborating with teammates on fast issue resolution, and following established communication guidelines to prevent churn.

Accountabilities

• Respond to and resolve product or service problems that clients are experiencing.
• Build sustainable relationships of trust through open and interactive communication.
• Work effectively across a variety of communication channels including live chat, email, and phone.
• Attract and retain clients by answering inquiries and providing suggestions.
• Identify and assess client needs through active listening to achieve satisfaction.
• Collaborate with teammates to solve client issues as quickly and efficiently as possible.
• Report client complaints and escalate issues when necessary to prevent potential churn.
• Follow communication procedures, guidelines, and policies.

Technical Qualifications

• Bachelor's degree in any discipline.
• At least 1 year of customer service experience preferred.
• Problem-solving skills with ability to multitask.
• Fluent in English and strong communication skills.
• Friendly and approachable manner.
• Flexible with rotational shifts and able to cope with a fast-paced work environment.

As the Client Care Specialist, this role runs daily clinic operations, including appointment management, payment processing, and facility upkeep, to maintain a functional and organized environment for patients, therapists, and staff. The clinic team relies on this work to keep administrative workflows running accurately, from bi-weekly bank deposits and inventory restocking to maintaining sanitary standards across all patient-facing areas.

Activities

• Run and manage daily operations of the clinic, including email communications and administrative support for all employees, therapists, and clientele.
• Answer telephone inquiries.
• Book and adjust appointments for patients.
• Collect and process payments.
• Complete and monitor daily accounting procedures, including cash out.
• Complete end-of-day and bi-weekly bank deposits.
• Maintain, replenish, and restock supplies and inventory.
• Disinfect and wipe down clinic high-touch areas.
• Maintain clinic tidiness and organization, as well as clean linens for the clinic.

Position Requirements

• Basic understanding of accounting practices.
• Proficient with Mac operating systems, including Numbers and Pages.
• Experience with JaneApp and Airtable is an asset.
• Excellent verbal and written communication skills.
• Detail-oriented with outstanding organizational skills.
• Good leadership skills.
• Self-motivated and driven to succeed.
• Ability to problem-solve effectively.

Client Care Specialist delivers first-line technical and non-technical support to external firm clients and internal application users, owning each request from intake through documented resolution. Success in the position means resolving issues accurately across communication channels, collaborating with Tier II and development teams on feature fixes, and serving as a mentor and subject matter expert who strengthens internal knowledge across the client care function.

Operational Focus

• Handle incoming client calls, email inquiries, and other forms of communication from both external firm clients and internal application users requiring technical support assistance.
• Document, track, and monitor support requests with outstanding attention to detail to provide prompt, accurate solutions to all requests and inquiries.
• Identify, research, and resolve both technical and non-technical user issues promptly.
• Analyze client feedback, feature requests, and other inquiries, and work directly with the Tier II and development team to ensure a coordinated effort for the release of features and fixes.
• Liaise with external service providers and software vendors to ensure client needs are met efficiently and effectively.
• Serve as an internal mentor and trainer to current and new team members, developing tools and documentation and providing valuable internal resources.
• Actively update internal client care documentation and become a subject matter expert in various application areas.
• Participate in and support large-scale team initiatives and departmental projects while maintaining excellence in client care service interactions.

Knowledge, Skills & Abilities

• Bachelor's degree or equivalent preferred.
• 1 to 3 years of client service experience.
• Highly professional and courteous attitude across all levels of interaction, internally and externally.
• Polished professional etiquette in all communications with clients, team members, and vendors.
• Impeccable organizational skills with an intuitive sense of task prioritization.
• Ability to communicate clearly and professionally both verbally and in writing.
• Highly motivated and able to work confidently with limited guidance.
• Prompt attendance and punctuality are essential.

The Client Care Specialist produces consistent, responsive service across branch locations by processing customer transactions, resolving complaints, and building brand awareness of the organization's value proposition through every customer interaction. Reporting to branch management, this role travels within a designated service area and works alongside a sales team to identify customer financial needs and refer them to the appropriate team members.

Key Deliverables

• Travel to branch locations within the designated service area to assist as needed.
• Follow bank policies and procedures and process customer transactions such as deposits and withdrawals.
• Build brand awareness of the organization's value proposition by providing responsive customer service.
• Perform back counter duties as assigned, including ATM balancing and document scanning.
• Answer and screen phone calls, taking ownership of providing basic information and resolving customer problems.
• Resolve customer complaints in a professional and courteous manner and identify additional needs during these interactions.
• Handle routine maintenance and other servicing issues, and answer general questions and research requests.
• Remain current on the organization's products, services, and their features and benefits.
• Listen to customers to understand their financial needs and refer them to appropriate team members.
• Perform other assigned duties as needed to contribute to team goals.

Professional Experience

• High school diploma or equivalent required.
• Retail or customer-facing experience preferred.
• Working knowledge of Microsoft Office, including Outlook, Word, and Excel.
• Effective communication and outstanding customer relationship skills.
• High level of tact and integrity due to regular exposure to confidential data.
• Strong interpersonal skills and attention to detail.
• Ability to travel within designated geographic regions.
• Ability to lift bags of coins to 20 lbs.

Embedded within the customer service and sales support team, the Client Care Specialist oversees inbound and outbound customer interactions across phone, chat, and email, managing order placement, complaint resolution, returns processing, and CRM recordkeeping. Working closely with sales and marketing teams, this role advances member retention and revenue goals by executing call campaigns, upselling on incoming contacts, and supporting new member onboarding.

Areas of Ownership

• Respond to customer inquiries via telephone, chat, and email.
• Analyze customer service needs and provide a one-stop resolution.
• Research and resolve customer complaints to ensure satisfaction.
• Transfer technical questions through the messaging system.
• Place orders, relay product availability, and track packages.
• Promote products, services, and events to customers on incoming calls where applicable.
• Initiate outbound calls to current customers through call campaigns promoting and selling products, services, and events.
• Meet and exceed assigned goals through upselling, quoting, and customer appreciation activities.
• Collaborate with sales and marketing teams to support customer needs.
• Record activities and opportunities in a CRM system.
• Process returns and credits within company guidelines.
• Guide members on the members-only site and provide online support.
• Submit sourcing requests for items not currently available on behalf of customer requests.
• Assist with new member setup and special projects as assigned.

Education & Experience

• High school diploma or equivalent required.
• At least 1 year of customer service experience required.
• Exposure to sales techniques preferred.
• Prior experience using a CRM preferred.
• Proficient in Microsoft Suite.
• Excellent verbal, listening, and written communication skills.
• Excellent attention to detail.
• Ability to problem-solve, multitask, and prioritize responsibilities.
• Ability to be flexible and adapt quickly to change.

Reporting to the customer success leadership team, the Client Care Specialist refines the client support experience by managing the daily support queue, leading product training, and tracking churn rates, client satisfaction, and product engagement scores across a SaaS product suite. Partnering with cross-functional teams as the voice of the customer, this role ensures that client feedback is channeled into product improvements and that high-priority escalations are handled with urgency and accuracy.

Role Responsibilities

• Serve as a product expert across the organization's suite of products and services.
• Lead support calls, answering customer requests with urgency, accuracy, and confidence.
• Manage the daily support queue, handling inbound and outbound client issues in real time and escalating high-priority issues appropriately.
• Interact professionally with customers of all technical skill levels to define, research, and resolve issues quickly.
• Craft and maintain support documents and user training guides.
• Train new and existing customers on products and features.
• Maintain a CRM database on a daily basis.
• Identify workflow patterns and best practices across various market segments.
• Track and take responsibility for organizational metrics such as churn rates, client satisfaction, and product engagement scores.
• Advocate for customer needs cross-departmentally, serving as the voice of the customer.

Background & Experience

• 2 or more years of experience in customer support, software support, or SaaS tech environments.
• Familiarity with the healthcare space preferred.
• Tech-savvy with fluency in modern software and hardware, including Google Suite, Zendesk, and Salesforce.
• Strong listening skills with empathy and ability to convey technical information clearly to non-technical users.
• Creative problem-solving skills with good judgment.
• Highly organized, detail-oriented, and customer-centric.
• Excellent written and verbal communication skills.

Sitting at the intersection of career coaching and case management, the Client Care Specialist develops individualized Employment Action Plans, administers assessments, and delivers ongoing coaching and referral services to support long-term job retention for program participants. Operating across internal employment teams and external community organizations, this role conducts outreach, facilitates workshops, and maintains statistical reporting to meet program contractual requirements.

Job Functions

• Assist in determining client suitability and eligibility for programs and services.
• Process intakes, administer, and evaluate in-depth assessments to create and support individualized Employment Action Plans.
• Update client files, progress records, and statistical reporting in case management systems and databases.
• Provide coaching to participants on post-employment and job search skills, and make appropriate referrals based on individual needs.
• Develop and administer retention programming to improve long-term employability.
• Support clients in assessing their current circumstances against job requirements and labor market information.
• Identify participants in need of additional job coaching or employability skills development through discussion with participants and employers.
• Maintain regular monthly contact with participants to track progress and provide follow-up support or referrals to further training and education.
• Conduct outreach and marketing activities to promote programs and services.
• Plan, organize, and facilitate workshops for job seekers and community groups.
• Track all program activity in client and employer files related to intake data, participation, outcomes, and other required information.
• Work in collaboration with other employment teams to ensure optimum client service.

Minimum Qualifications

• Degree or diploma in social services, career employment counseling, or a related field of study.
• Extensive knowledge of pre-employment support methods, retraining opportunities, and labor market information and resources.
• Knowledge of and connections with community resources and supports available for job seekers of all demographics.
• Experience in career counseling, including job search, job development, and job retention an asset.
• Sound decision-making and judgment skills.
• Desire to work in a multicultural setting.

A key member of the mortgage operations team, the Client Care Specialist develops clear communication pathways throughout the loan approval process, guiding customers from conditional approval through final signing by requesting documentation, explaining underwriting conditions, and maintaining accurate communication logs. Collaborating with mortgage bankers and team managers, this role ensures every customer interaction reflects a consistent focus on service quality and timely task completion.

What You'll Do

• Maintain constant focus on customer service throughout the loan process to deliver best-in-class service.
• Contact the customer after conditional and final loan approval, and conduct all follow-up calls in between, covering the structure of the conditional approval, outstanding conditions, required documentation, and next steps.
• Obtain necessary information or documentation from the customer or co-customer when required to complete any action item.
• Update the system of record and maintain accurate communication logs to ensure a smooth downstream process for the customer.
• Discuss the final terms and conditions of the loan with the customer, address any questions, and confirm a proposed time frame for loan signing.
• Address all customer issues and concerns immediately and involve the mortgage banker when appropriate.
• Escalate issues or concerns to the team manager when applicable.
• Work daily priorities as assigned by the system to ensure timely completion of tasks.

Qualifications & Experience

• High school diploma or equivalent preferred.
• 1 or more years of mortgage processing or underwriting experience in conventional, FHA, and VA financing preferred.
• Knowledge of underwriting conditions and ability to explain them clearly to customers.
• Strong troubleshooting and problem-solving skills.
• Ability to prioritize workload and multitask effectively.
• Excellent written and verbal communication skills with awareness of the audience.

Consistent client safety and wellbeing in a shelter environment depend on the Client Care Specialist, who builds rapport with vulnerable populations, completes facility rounds, facilitates drug and breathalyzer testing, and maintains confidential documentation to support each client's path toward independence. Serving as a frontline team member within the organization's program services structure, this role upholds the organization's mission through daily compliance with shelter policies and respectful, boundary-aware client engagement.

Day-to-Day Responsibilities

• Develop rapport with clients and provide support, encouragement, and motivation toward building and maintaining independence while maintaining appropriate professional boundaries at all times.
• Participate as a team player to provide the best possible care for every client by completing rounds, monitoring facilities, facilitating drug and breathalyzer tests, giving out personal care items and bedding, enforcing guidelines, and referring clients to appropriate internal services.
• Share pertinent client information via documentation, participation in meetings, and on an individual basis as needed, maintaining confidentiality as appropriate.
• Support and promote the organization's vision and mission in all internal and external interactions.
• Escort clients to the food pantry, supervise their selections, and help stock and operate the pantry.
• Support and comply with all organizational and program services policies and procedures.
• Maintain a safe working environment free of hazards.

Skills & Qualifications

• Sensitivity and compassion for vulnerable populations.
• Professional verbal and written communication skills.
• Interviewing and assessment skills with at-risk populations.
• Proficient with Microsoft Office.
• Crisis management skills with the ability to maintain a calm, professional presence under pressure.
• Ability to manage personal stress when exposed to complex personalities and needs.
• Strong interpersonal skills and a client-focused perspective.
• Flexibility to adapt to change with strong time management skills.

As the Client Care Specialist, this role answers complex telephone and email inquiries across treasury and payment services including ACH, wires, lockbox, and commercial credit cards, owning each issue from intake through full resolution while adhering to regulatory verification requirements. The banking operations team relies on this work to maintain risk mitigation standards, support client-facing treasury solutions, and ensure that time-critical escalations reach management without delay.

Scope of Work

• Assist internal and external clients with a full range of support from general navigation to in-depth technical interfaces, researching and resolving complex inquiries across payment and treasury services including lockbox, ACH, wires, remote deposit capture, and commercial credit cards.
• Take ownership of issues through resolution using telephone, email, and written correspondence, partnering with internal associates to provide treasury solutions in a consultative manner with a keen awareness of risk mitigation.
• Understand client needs and respond based on urgency, escalate time-critical issues to management, and thoroughly research and document client issues and unresolved system or process concerns.
• Work independently in accordance with established regulatory requirements, and periodically assist in special projects and training of fellow associates.
• Adhere strictly to customer verification procedures to validate the identity of customers prior to releasing information or assisting with transactions.

Technical Qualifications

• High school diploma or GED required; college degree preferred.
• 1 to 3 or more years of banking experience required.
• Call center, treasury management, cash management, or payment processing experience required.
• Proficient with Microsoft Office and personal computer systems.
• Strong logic, accuracy, and multitasking skills.
• Ability to communicate resolutions clearly and efficiently.
• Willingness to learn, teach, and share information required.