<p>We are looking for a Client Service Specialist II to support commercial and corporate banking clients from our St. Petersburg, FL location. This Long-term Contract position focuses on delivering responsive, accurate service across deposit account onboarding, treasury-related support, and client issue resolution. The ideal candidate brings strong banking knowledge, excellent communication skills, and the ability to coordinate effectively with internal partners to ensure a seamless client experience.</p><p><br></p><p>Responsibilities:</p><p>• Guide clients through onboarding activities for deposit accounts and treasury services, helping ensure timely completion and a smooth service experience.</p><p>• Respond to client inquiries with urgency and accuracy, assessing needs carefully and taking appropriate action to resolve concerns.</p><p>• Coordinate with internal teams to maintain clear communication, align on next steps, and support consistent service delivery.</p><p>• Serve as a client advocate by connecting customers with specialized internal resources when more advanced support is required.</p><p>• Investigate service-related questions and follow through on research requests until a clear resolution is provided.</p><p>• Recognize opportunities to introduce relevant banking solutions and refer clients to appropriate business line partners.</p><p>• Maintain detailed records and correspondence using banking platforms, email, and CRM tools such as Salesforce.</p><p>• Support day-to-day banking operations while managing multiple priorities in a fast-paced service environment.</p>
<p>Are you someone who can build a relationship quickly, understand what matters to a client, and work through concerns without being pushy?</p><p>We’re hiring an <strong>Account Manager</strong> to join a Fortune 500 financial services organization in Tampa. This opportunity is ideal for someone who enjoys owning client relationships, asking thoughtful questions, solving problems, and helping customers see the value in a solution.</p><p>What makes this opportunity different?</p><p><br></p><p><strong>Your book of business is already provided.</strong> You will not be responsible for finding your own leads or building a prospect list.</p><p>Instead, you’ll work with established business accounts and focus on developing relationships, understanding their payment needs, addressing concerns, and introducing commercial payment solutions that can help improve how they receive payments.</p><p><br></p><p>What You’ll Do</p><ul><li>Manage and engage an established book of business</li><li>Build rapport and trusted relationships with supplier accounts</li><li>Conduct approximately <strong>35+ outbound calls per day</strong></li><li>Connect with business contacts including Accounts Receivable Managers, Finance Managers, Controllers, and other decision-makers</li><li>Ask thoughtful questions to understand each account’s needs, priorities, and concerns</li><li>Identify the reason behind objections and work toward solutions</li><li>Educate accounts on commercial payment solutions, including virtual payment options</li><li>Guide interested accounts through the enrollment process</li><li>Maintain accurate account and contact information</li><li>Manage follow-up through phone and email</li><li>Identify opportunities to improve the overall customer experience</li></ul><p><br></p>