Enterprise Job Description:
Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.
LOB Job Description:
Under general supervision, provides day-to-day account servicing and resolution of routine to moderately complex operational requests. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality. Responsible for account management (based on requests received) including: handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution. Utilizes expertise to drive results within the established framework of defined processes to resolve complex requests. Interacts continuously and deepens relationships with internal business partners to further enhance client delight. Also responsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank. Solid knowledge of bank systems and navigational skills. Must be client focused, a team player, communicate candidly, able to improve processes, drive for results and take ownership to enhance client delight.
Prioritize client requests, case and resolve eligible items. Create a case/package for tracking, monitoring and E2E
resolution as applicable. Interacts continuously with clients and internal business partners to further enhance client
delight. Conduct extensive legal documentation research and respond to client and be able answer questions and
inquiries. Utilize the various bank systems to support client requests.
1-3 years of prior Banking experience, knowledge of Treasury Management products, loans, and prior customer service experience and client interaction.
Strong leadership qualities and self-motivated.
Great interpersonal skills and positive attitude.
Team player who is flexible and has a willingness to learn and adapt to changes. Able to work independent of direct supervision.
Must have excellent verbal and written communication skills.
General PC, Windows and Excel Knowledge.
Works well in a high paced environment.
Ability to multi-task while resolving complex issues.
Highly organized, adapt at time management, and problem/solving/analytical.
College Degree preferred.
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs is a continuous learner
Commitment to challenging the status quo and promoting positive change.
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
1st shift (United States of America)
Hours Per Week:
Referral Bonus Amount:
Original source: Indeed