CoRelation
CoRelation
CoRelation is presented in the available source without reliable company-specific information about its business, products, sector, customers, or hiring focus. As a result, this profile cannot accurately describe the company’s work or provide meaningful context for prospective applicants.

Client Services Specialist - California Remote

Support credit-union clients using Corelation’s KeyStone banking software. Resolve help desk requests, client calls, and specialized card and ATM issues.

Description

  • Manage, investigate, communicate about, and resolve post-conversion client help desk tickets
  • Respond to client calls with direct solutions or appropriate escalation
  • Maintain broad KeyStone product knowledge and deep expertise in the assigned specialty
  • Provide rotating after-hours support to clients
  • Resolve client issues promptly or escalate them when necessary
  • Document client requests and resolutions in the Help Desk system
  • Demonstrate system functionality and discuss it with clients at a high level
  • Document resolved issues in the Help Desk Knowledge Base
  • Help clients prepare for system releases and product changes

Requirements

  • High school diploma or GED, plus some college coursework in a related field
  • Three to twelve months of customer service experience, preferably with or for credit unions
  • Experience providing back-office support
  • Experience troubleshooting and supporting peripheral devices
  • Experience with network troubleshooting
  • Desktop support or help desk experience
  • Familiarity with card networks, card plastics, and ATMs
  • Availability for rotating after-hours client support

Benefits

  • Competitive compensation
  • Generous 401(k) retirement plan
  • Extensive paid time off
  • Medical, dental, vision, and life insurance
  • 401(k) matching
  • Discretionary profit-sharing program
  • Discretionary annual bonus
  • Wellness programs including yoga and massages
  • Biweekly employee activities such as coffee tastings and trivia
  • Community involvement opportunities
  • Professional development
  • Growth days
  • Vacation days
  • Floating holidays
  • Sick days
  • Parental leave
  • Company band
  • Basketball
  • Flag football and volleyball opportunities],
  • fields

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