Client Support Associate

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Addison, TX
1-3 Years Experience
Financial Services
The Role

The Client Support Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. The incumbent in this position will provide excellent customer service to Premier Property Pay portal customers as well as internal Bank teams.

  • Provide technical assistance, support and troubleshooting for Premier Property Pay Consumers and customers including but not limited general account inquiries, login assistance, payment research password resets for various systems, portal guidance.
  • Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution.
  • Make appropriate decisions on behalf of the customer quickly and effectively.
  • Information and knowledgeable assistance efficiently and professionally.
  • Ability to effectively prioritize work to ensure efficiency.
  • Follows up and follows through on all pending customer inquiries on daily basis while tracking all activities in the department's ticketing system
  • Coordinate with Bank vendors when needed in order to resolve customer inquiries.
  • Coordinate with the TM System & Integration team, Information Technology as necessary to resolve data transmission issues.
  • Assist with Premier Property Pay portal Division setup and maintenance.
  • Provide support to Client Support Specialist, including but not limited to transaction and payment research, Account Agreement collection, document retrieval, service ticket responses and other varying tasks as assigned.
  • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
  • Other duties as assigned.

  • 1-2 years banking experience including internal and external customer service required.

A reasonable, good faith estimate of the minimum and maximum base salary for this position is $15.72/hr to $23.58/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html

#LI-Onsite

#LI-FG1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

The Company
HQ: Irvine, CA
1,194 Employees
On-site Workplace
Year Founded: 1983

What We Do

Work with a company focused on your success supported by a financially strong foundation:

• Ranked one of America’s Best Banks by Forbes (2023)*
• 5-Star Rating from BauerFinancial – Awarded Consecutive Quarters since 2005
• S&P Global Market Intelligence – A Top-Performing Public U.S. Bank (2022)

*©2023 Forbes Media LLC. Used with permission.

Founded in 1983, Pacific Premier Bank® is a business and consumer bank with approximately $20 billion in total assets**, headquartered in Irvine, California, serving businesses and consumers throughout the United States.

We offer a robust array of deposit and loan products and services for commercial businesses. We specialize in doing business with small and middle-market businesses that need a broad range of loan, deposit, and treasury management products.

In addition, we have specific market sector expertise in:

• Community Association Banking
• Franchise Lending
• SBA & USDA B&I Lending
• Commercial Real Estate Lending
• Specialty Deposits

Give us a call at 888.388.5433 and Let's Talk® or visit www.ppbi.com.

Member FDIC | Equal Opportunity Employer

**Pacific Premier Bancorp, Inc. approximate total assets as of 09/30/2023. Pacific Premier Bank is a wholly owned subsidiary of Pacific Premier Bancorp, Inc.

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