

This job is 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.
Responsibilities:
Providing technical support to our clients via telephone in support of queries relating to a variety of card-based systems, managing through to resolution with both internal and 3rd party vendor teams.
Possessing a passion and urgency to serve our clients and operate as a client advocate
Researching problems, investigating technical errors, and troubleshooting complex queries for clients.
Assisting Clients with running and building reports and helping to reconcile financial data inconsistencies.
Being consistently focused on delivering quality responses with customer service and adherence to bank policies and procedures at the front of mind.
Working independently with strong organizational skills to overcome challenges with requests and ensures our clients’ needs are satisfied
Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardize client experience
Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
Works collaboratively with other teams to resolve client issues.
Identifies and escalates risks and issues when necessary.
Key Responsibilities:
Service and support of simple and complex requests/inquiries from external clients via phone and email channel with an in depth understanding of self service applications used by clients.
Commercial card experienceor 1-2 years Banking/Financial industry experience.
Client facing experience
Excellent verbal & written communication skills
Strong problem solving & analytical skills
Positive & willing to learn approach
Ability to convey a professional, courteous, and positive attitude when dealing with clients and internal business partners
Self-motivated and results-oriented
Must have active listening skills
Must have critical thinking skills
Multitasking (i.e. ability to navigate multiple computer systems while interacting with the customer)
Experience with Microsoft Office Suite products like Microsoft Outlook, Microsoft Excel , Microsoft PowerPoint, Microsoft Word
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