Client Service Specialist II

BNY

Client Service Specialist providing support for banking inquiries and managing client transactions. Working directly with clients to deliver personalized service and resolve issues efficiently.

Posted 7/21/2026full-timePittsburgh • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 - $62,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service capabilities by effectively managing high volumes of banking inquiries and transactions while applying problem-solving skills to resolve issues. Possesses a solid understanding of banking products and services, ensuring timely and accurate support for clients.

Highest-signal resume keywords

Client Service ExperienceHigh Volume Transaction ProcessingProblem-Solving SkillsCommunication SkillsOperational Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAccount ManagementRelationship ReviewsOverdraft ManagementResearch Assistance

Soft Skills

Time ManagementPrioritizationTeam CollaborationGuidance to Team Members

Certifications & Qualifications

Bachelor's Degree7 License63 License

Industry Keywords

Banking InquiriesClient ExperienceMonetary TransactionsNon-Monetary TransactionsClient Support

About the role

Key responsibilities & impact

Supports clients directly by handling all general banking inquiries.
Responsibilities include conducting relationship reviews, managing daily overdrafts, processing mail deposits, closing accounts, and opening additional accounts for existing clients.
Team Members process a high volume of monetary and non-monetary transactions and requests.
Work directly with external clients to resolve day-to-day issues.
Support clients with handling all general banking inquiries via a high volume of emails and phone calls.
Responsible for processing high volume of monetary and non-monetary transactions.
Be able to prioritize work and completing client request in a timely manner.
Apply problem-solving skills and assist clients with research matters.
Use communication skills to deliver high-quality service to a specialized client base.
Provide clients information related to BNY products and services representing a limited number of lines of business.
Leverage a general understanding of broader BNY services and offerings.
Monitor client inquiries and escalate non-routine or complex issues to the appropriate team member, as needed.
Participate in internal activities and initiatives designed to improve the client experience.
Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.

Requirements

What you’ll need

Bachelors degree or the equivalent combination of education and experience is required.
3-5 years of total work experience preferred.
Experience in an operational area and/or client services preferred.
7 and 63 licenses preferred, or ability to obtain them with a specified amount of time.
May have people management responsibilities in some geographies. Provides guidance to less experienced team members.

Benefits

Comp & perks

Competitive compensation
Health insurance
401(k) plan participation
Paid volunteer time
Generous paid leaves