Customer Service Representative – Treasury Management x3

Axiom Path • Orland Park, IL

21d • $15 - $20 • Onsite

About The Position

Join a banking service team focused on delivering a strong client experience to business and Treasury Management customers. This group supports commercial banking clients across a variety of cash-management and digital banking services while partnering closely with Treasury Management Officers, branch employees, and other internal teams. The environment is well suited for someone who enjoys solving client problems, learning banking products, and taking ownership of issues from initial contact through resolution.

Requirements

• 1–3 years of customer service experience.
• 1–3 years of deposit operations or cash-management experience or a bachelor's degree.
• Basic proficiency with Microsoft Word and Excel.
• Strong general computer and data-entry skills.
• Comfortable handling inbound telephone calls in a service-oriented environment.
• Strong research, problem-solving, and issue-resolution skills.
• Ability to work independently and take responsibility for resolving client concerns.
• Strong written and verbal communication skills.
• Ability to learn Treasury Management products and banking procedures.
• Ability to work within banking compliance standards, including BSA/AML, OFAC, suspicious-activity reporting, and deposit-related requirements.

Nice To Haves

• Prior banking experience is preferred.
• Previous clerical or data-entry experience is preferred.

Responsibilities

• Provide telephone-based support to business and Treasury Management clients as well as internal banking employees.
• Answer questions regarding banking products, services, transactions, and digital system capabilities.
• Research client accounts and operational issues using available systems, documentation, and internal resources.
• Support Treasury Management products including Commercial Online Banking, Lockbox Services, Cash Vault, Remote Deposit Capture, Positive Pay, wire transfers, and ACH origination.
• Take ownership of client issues from initial contact through resolution.
• Escalate complex requests to appropriate subject-matter experts when additional expertise is required.
• Educate clients and internal users on banking processes and system functionality.
• Maintain working knowledge of current banking products, procedures, and compliance requirements.
• Deliver accurate and professional service during periods of fluctuating or high call volume.

Benefits

• Exposure to commercial banking and Treasury Management products.
• Opportunity to build experience across banking operations, client service, and digital Treasury Management solutions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level