CIT Group Inc.

Client Support Specialist

Location US-AZ-Phoenix
Job ID
32731
# Positions
1
Job Family
Operations - Operations Analysis
Type
Full-Time

Overview

CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about.

Responsibilities

The Specialist IV is responsible for proactively managing client relationships with mid-level, large and top tier commercial clients for the Bank and/or Community Association Banking (CAB).

 

  • Serves as a liaison between the Bank's commercial clients, that may include Treasury Management (TM), Community Association Banking (CAB) Sales Representatives and the Operations departments.
  • Handles simple to complex customer inquiries and resolves account servicing issues.
  • Performs a broad variety of financial services such as opening
    and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and complex problem resolution.
  • Has knowledge of deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.

Qualifications

  • Commercial clients. May handle accounts with medium complexity.
    Responds to requests from clients such as researching and resolving issues, answering customer questions, and transferring funds.
  • Assists clients with opening new accounts, closing accounts, processing wires, and adding new products to portfolio.
  • Ensures all paperwork received is compliant with bank regulatory and legal requirements.
  • Provides outstanding customer service to external and internal clients within established Service Level Agreements and escalates
    issues to management.
  • Manages risk related to supporting the client relationship such as processing Non-Sufficient Funds, Holds and Overdraft decisions.
  • Protects the bank by reviewing all transactions, watching for and reporting fraud and unusual situations, ensuring transactions are properly authorized and in compliance with all rules and regulations.
  • Complies with all related Federal, State and Industry laws and regulations pertaining to Banking.

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