Electronic Services Specialist - Commercial Cash Management
About The Position
The main purpose of this job is to support Commercial, Small Business and Health Servicing Financing customers in a variety of ways including product setup and maintenance for Commerce Connections, Remote Deposit, Sweep Accounts, and other Single Sign on Customers. This role involves delivering exceptional service to internal and external customers by responding to inquiries via phone and email, while ensuring adherence to Service Level Agreements (SLAs) and collaborating effectively with business partners. It also includes providing Tier I support for setup related inquiries and tasks in collaboration with Treasury system implementations, ensuring accurate and productive setup of client product on customer accounts, and working closely with internal teams, such as Sales, Operations, and Treasury, to improve the efficiency and effectiveness of cash management processes. The specialist will proactively notify clients to ensure there are no missed deadlines or customer impact, identify and recommend process improvements to current workflows/processes, and validate the accuracy of data for clients to the system of record to ensure all required documentation is collected for account setup. Other duties as assigned.
Requirements
- Basic knowledge of the banking industry
- Ability to exercise sound judgement when making decisions
- Ability to quickly learn various systems and processes, with ease in navigating multiple platforms simultaneously
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Intermediate level proficiency with Microsoft Word, Excel and Outlook
- Associate’s degree or equivalent combination of education and experience required.
- 2+ years of customer service experience required
- Must be eligible to work in the US without sponsorship now or in the future.
Nice To Haves
- Bachelor’s degree preferred.
- 3+ year banking and Treasury industry experience preferred
Responsibilities
- Deliver exceptional service to internal and external customers by responding to inquiries via phone and email, while ensuring adherence to Service Level Agreements (SLAs) and collaborating effectively with business partners
- Provide Tier I support for setup related inquiries and tasks in collaboration with Treasury system implementations
- Ensure accurate and productive setup of client product on customer accounts
- Work closely with internal teams, such as Sales, Operations, and Treasury, to improve the efficiency and effectiveness of cash management processes
- Proactively notify clients to ensure there are no missed deadlines or customer impact
- Identify and recommend process improvements to current workflows/processes
- Validate the accuracy of data for clients to the system of record to ensure all required documentation is collected for account setup
- Perform other duties as assigned
Benefits
- employer sponsored health, dental, and vision insurance
- 401(k)
- life insurance
- paid vacation
- paid personal time
- career development
- education assistance
- voluntary supplemental benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
