Service Representative I - Treasury Management
About The Position
Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve outstanding issues. Manages customer relationship by attaining permanent resolution to issue, which includes assessing the cause of issue and recommending additional products/services. Provides consultative input to Operation and Product Management for problem resolution or prevention. Performs operations and administrative functions for unit under minimal supervision. Keeps abreast of new and changes to existing products and services.
Requirements
- Minimum 1 year experience in customer service operations in a banking environment required.
- Minimum 1 year with direct client contact required
- Minimum 1 year experience with MS office applications
- Strong analytical, organizational and problem solving skills.
- Strong PC skills including spreadsheet and database manipulation required.
- Strong verbal and written communication skills.
- Strong leadership skills
- Strong interpersonal skills
- Strong Analytical, organizational and problem solving skills
- Strong PC skills including database and spreadsheet manipulation
- Strong verbal and written communication skills
- Able to monitor call queues and pending work queues
- Ability to interface in an effective and professional manner with colleagues, clients and business partners
- Good knowledge of banking operations and procedures
Nice To Haves
- Experience in Cash Management/Treasury Management preferred
- Experience in a customer service call center/service center preferred
Responsibilities
- Serves as primary contact for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensures client satisfaction.
- Acts as liaison between client and other Bank units to resolve problems and comply with client requests.
- Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts.
- Prepares monthly and quarterly management reports, utilizing various PC software including spreadsheet, database, analytical and graphics software packages and completes other spreadsheet analytical and research projects as assigned.
- Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
- Facilitate and deliver virtual training conference calls and/or workshops.
- Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements.
- Provide feedback and collaborate with subject matter experts to ensure training materials and methodology are up-to-date and relevant, to guarantee a positive and seamless client experience.
Benefits
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
