Job Information

TIAA Client Solution Specialist I in LEWISVILLE, Texas


As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.


The purpose of this position is to service, inform, and assist TIAA, FSB clients while providing an exceptional client experience.


  • Maintain quality service to all clients by answering product and service questions, cross-selling related products and services, and being courteous and responsive to all clients' needs

  • Maintain client records by verifying and updating account information

  • Resolve product or service problems in a timely manner by listening, determining the cause of the problem, selecting, and explaining the best solution to solve the problem; expediting the solution and following up with the client

  • Maintain bank operations by following established policies and procedures and reporting needed changes while complying with federal, state, and local banking regulations

  • Contribute to team effort by answering client phone calls in a timely manner

  • Take ownership in problem resolution

  • Complete all duties as assigned


  • Basic math, clerical, and typing skills

  • Full knowledge in the use of a personal computer

  • Ability to handle multiple tasks while maintaining a high level of service

  • Ability to understand and retain product and service knowledge

  • Effective verbal and written communication skills; capable of tailoring communication to each unique situation

  • Active listener that can ask necessary questions in order to clarify any ambiguity

  • Demonstrates proficient product knowledge and schedule adherence


  • Completion of a high school diploma

  • Two years or more experience in a client service or call center environment required


  • Banking servicing experience preferred

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1727446

Company: TIAA Bank

Post Date: Jul 20, 2020