will be responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analyzing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.
LOB Job Description:
First point of contact for inquiries received from high revenue clients via email channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests and responding by
Responsibilities:
Receives and responds to client and partner requests received by email, phone, chat or workflow system
Engage with customers, begin a conversation, build rapport, handle objections,
Analyzes, researches and resolves issues raised by clients ensuring client satisfaction by providing a positive customer experience through creative solutions
Drives resolution of client issues with internal, technical and/or product partners, ensuring processes are integrated
Educates clients on tools and champions digital adoption
Comfortable with ongoing change and learning new technology/processes
Comfortable receiving ongoing performance feedback and coaching
Requirements:
1+ years of transactional customer service work experience in the industry.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Excellent time management and prioritization skills, with ability to meet deadlines under pressure.
Other Qualifications:
1-2 years of experience in the Banking/Financial industry
1-3 years experience in a call center environment
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