Job Description :
This role is responsible for acting primary point of contact for Treasury clients, responsible for day-to-day servicing of treasury, cash management, card, merchant and / or depository products and services of varying complexity.
These individuals provide relationship management, servicing and technical assistance to internal business partners (e.g.
Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests.
Responsibilities
- Receives and responds to client and partner requests received by email, phone, chat or workflow system
- Engage with customers, begin a conversation, build rapport, handle objections, and explain complex problems
- Analyzes, researches and resolves complex issues raised by clients ensuring client satisfaction by providing a positive customer experience through creative solutions
- Drives resolution of client issues with internal, technical and / or product partners, ensuring processes are integrated
- Performs Quality Assurance to ensure high risk processes are completed per procedure
- Champions a culture of innovation and a customer centric mindset
- Educates clients on tools and champions digital adoption
- Comfortable with ongoing change and learning new technology / processes
- Comfortable receiving ongoing performance feedback and coaching
Requirements
- 1-2 years of experience in the Banking / Financial industry
- 1 + years of Customer Service experience
- Critical Thinking
- Relationship Building
- Risk Management
- Written & Oral Communication
- Time Management
- Quality Assurance
- Collaborating
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Multitasking (i.e. ability to navigate multiple computer systems while interacting with the customer)
Other Qualifications
- 1-3 years of experience working in a Call Center
- Treasury Products & Solutions
Shift :
1st shift (United States of America)
Hours Per Week :
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