Service Delivery Associate, Commercial Services

CENTRAL BANCOMPANY, INC.Jefferson City, MO
17dRemote

About The Position

The Service Delivery Associate serves as a key point of contact for Level 2 (L2) support and customer onboarding for Commercial Banking and Treasury Management products. This role supports both customers and internal partners by triaging escalated service requests, resolving complex product issues, and ensuring a smooth onboarding experience for new and expanding commercial clients. The associate will also play a critical role in identifying trends, tracking and reporting product issues, supporting product enhancements, and contributing to operational excellence across Commercial Services.

Requirements

  • Bachelor’s degree in Finance, Business Administration, or a related field (or equivalent experience)
  • 1–3 years of banking or financial services experience; Commercial Banking or Treasury Management experience preferred
  • Strong problem-solving skills with exceptional attention to detail
  • Excellent verbal and written communication skills, with the ability to explain complex concepts clearly
  • Strong technical aptitude and comfort working across multiple systems and platforms

Nice To Haves

  • Experience supporting Commercial Banking, Treasury Management, or business payment products
  • Advanced proficiency in Microsoft Word, Excel, and PowerPoint
  • Experience with call tracking, case management, or CRM systems
  • Ability to analyze data and trends to drive service improvements

Responsibilities

  • Serve as an enhanced (L2) support resource for Commercial customer and employee inquiries related to Commercial Banking and Treasury Management products and services
  • Triage, research, and resolve escalated service requests with a strong focus on accuracy, timeliness, and customer experience
  • Partner with internal teams (Product, Operations, Technology, Relationship Management) to resolve complex issues and drive resolutions
  • Collect, track, and analyze recurring issues to help identify opportunities for process and product improvement
  • Support the onboarding of Business and Commercial customers enrolling in new Treasury Management and Commercial products
  • Coordinate and manage onboarding activities, including documentation, system setup, and customer readiness
  • Deliver remote product training to customers and internal partners to ensure successful adoption and usage
  • Act as a point of contact during the onboarding lifecycle, providing proactive communication and issue resolution
  • Participate in testing, validation, and rollout of new or enhanced products and services
  • Assist with operational duties including system setup, input requests, and account/billing-related activities, providing backup support as needed
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