Client Services Specialist
Core
Primary point of contact for credit unions and community banks to coordinate ATM service issues, support onboarding, and ensure project resolution.
Role type
Client Services Specialist (Financial Services)
Builds
ATM service resolution and client onboarding processes
Domain
Financial Services / ATM Operations
Deliverable
client delivery
Required skills
relationship building, problem solving, follow through, account discrepancy review, cross-functional coordination, project timeline management, process improvement
Preferred skills
Microsoft Excel, Microsoft Word, Microsoft Outlook
Responsibilities
Respond to client concerns and coordinate with internal teams to resolve ATM service issues; Track open technician service calls and monitor progress; Review client accounts for discrepancies and coordinate corrections; Support new client onboarding and ATM installations by coordinating timelines and handoffs; Identify recurring issues and suggest practical improvements to service processes.