PCB Client Support Specialist II - RJ Bank
Core
Advise clients on financial products (savings, insurance, consumer credits, mortgages) and handle transaction approvals for Raymond James Bank.
Role type
Client Support Specialist (Financial Services)
Builds
Loan & Deposit Products
Domain
Banking / Consumer Finance
Deliverable
client delivery
Required skills
Financial product knowledge, transaction risk assessment, regulatory compliance, customer interviewing, data entry accuracy, CRM system usage, procedural adherence
Preferred skills
Relationship building, conflict resolution, action planning, policy interpretation
Responsibilities
Review and approve financial transactions; interview customers to clarify requirements; make outbound calls to establish contact; handle simple customer inquiries and refer complex matters; ensure system data accuracy; follow mandatory procedures and regulatory codes.
Seniority
Junior to Mid-level, hands-on IC