Customer Service Representative-Treasury NO C2C

Why work at OpTech?

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, growth opportunities, 401K and competitive pay. Apply today!

The Treasury Management Customer Service Representative (TMR) is a critical role focused on delivering exceptional customer service to our business clients who utilize Treasury Management Services.

This telephone-based position requires you to be on calls for up to eight hours a day, responding to and resolving a wide array of customer inquiries related to complex financial products and services.

The role demands a high level of technology proficiency, as you will troubleshoot and resolve technical issues that customers may encounter with their Treasury Management services.

Key Responsibilities :

Customer Support : Independently respond to and resolve customer issues quickly and creatively while maintaining high-quality standards.

This includes handling inquiries via phone, email, and internal chat in a professional and timely manner.

• Technical Troubleshooting : Utilize your technology savvy to troubleshoot and resolve issues related to Treasury Management products / services such as ACH payments, wire transfers, system lockouts, and file uploads.
• Customer Interaction : Manage incoming calls from over 12,000 Treasury Management customers, providing guidance on navigating the system, resolving issues, and answering product-related questions.
• High-Level Communication : Demonstrate excellent written and verbal communication skills to effectively interact with national and international clients, including those in Canada, Mexico, Asia, and other global markets.
• Product Knowledge : Respond to inquiries related to sophisticated Treasury Management products / services, including the Comerica portal, mainframe / internet transmissions, and related software / hardware.
• Customer Training : Provide basic training to customers on product functionality, new services, and features, ensuring they are fully equipped to use their Treasury Management tools effectively.
• Fraud Prevention : Recognize and escalate potential fraud or high-risk situations, adhering to strict customer identity verification procedures.
• Cross-Selling : Identify opportunities for cross-selling or up-selling products and services, contributing to the company’s revenue stream.
• Account Management : Participate in balancing general ledger accounts, understanding debits and credits, and managing other financial tasks.
• Project Participation : Engage in projects such as outbound calling campaigns, system migrations, and operational improvements.

Position Competencies :

• Functional and Analytical Skills : Possess strong technical learning ability, problem-solving skills, and a drive for results.
• Customer-Centricity : Maintain a focus on delivering exceptional customer service at all times.
• Multi-Tasking : Efficiently manage multiple tasks and customer requests in a fast-paced environment.
• Team Collaboration : Work closely with team members to ensure a seamless and positive customer experience.

Position Qualifications :

• Education : High School Diploma or equivalent (GED) required.
• Experience :
• 4 years of customer service experience.
• 3 years of experience in retail, financial sales, or call / contact center environments.
• 4 years of experience with Microsoft Outlook, data entry, and internet search.
• Technology Proficiency : Must be technology-savvy with the ability to troubleshoot and resolve issues related to sophisticated Treasury Management products and services.

Benefits of Working at OpTech :

• Comprehensive Health Coverage : Enjoy health and dental benefits starting on your very first day of employment, ensuring your well-being from the get-go.
• Professional Development : Take advantage of our extensive training programs and growth opportunities designed to elevate your skills and advance your career.
• Financial Security : Benefit from our competitive pay and 401K plan, allowing you to plan for your future with confidence.
• Supportive Work Environment : Work in a culture that prioritizes collaboration, innovation, and the well-being of its employees.

Join Our Team :

OpTech is proud to be an Equal Opportunity Employer (EOE). We celebrate diversity and are committed to creating an inclusive environment for all employees.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Apply today and become a part of a company that values your contributions and supports your growth!