Client Service Specialist jobs in Nassau, NY

Position Summary :

The Client Service Banker will be our clients’ first impression of the Pioneer culture and brand. In this role you will embody and exemplify our IMAGINE culture within your team.

This will encompass listening, understanding and anticipating the clients’ needs and providing outstanding service in every interaction.

You will execute transactions with professionalism and accuracy. In doing so, you will support and carry out Pioneer’s vision to build a partnership with our clients to both meet their current needs and achieve their financial goals.

Essential Job Functions :

• Provides outstanding service and solutions to our clients.
• Processes all transactions accurately, including, but not limited to, deposits / withdrawals to accounts, payments on loans, check cashing, money order purchases, etc.
• Acts as a first line of defense in detecting potentially fraudulent activities.
• Adheres to all policies and procedures to maintain compliance standards.
• Builds relationship with clients by actively listening to deepen relationships and anticipate their financial needs.
• Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being.
• At branch management direction on an as-needed basis, may perform platform duties such as account opening, account maintenance, service inquiries, etc.
• Assist branch management and the Client Service Supervisor in various operational activities on an as-needed basis.

Education & Experience :

• High School graduate (or GED) required, or current high school student anticipating graduation.
• Strong mathematical skills required.
• Minimum of six months cash handling experience and customer service experience preferred.
• Minimum of six months customer service experience, recommending and referring products and services preferred.

Last updated : 2024-03-23