Service Representative II - Treasury Management (Banking)

Location: In office at 350 S Grand Ave, Los Angeles, California, US 90071

Salary: $25.93–$41.43 per hour, plus eligibility for bonus and/or commissions.

Company

hirify.global is a banking institution founded in 1954 and a subsidiary of Royal Bank of Canada.

What you will do

• Serve as the primary contact for Treasury Management clients and internal bank units, researching inquiries and resolving service issues.
• Coordinate with clients, account officers, and departments to ensure paperwork and operational arrangements are completed correctly.
• Assess the causes of problems, recommend relevant products or services, and provide consultative input on prevention and resolution.
• Prepare monthly and quarterly management reports and complete spreadsheet-based analytical and research projects.
• Facilitate virtual conference calls and workshops, and collaborate with subject matter experts on product updates.
• Review and improve training materials and methodologies to support a consistent client experience.

Requirements

• Bachelor's degree or equivalent.
• 2–3 years of customer service operations experience in a banking environment.
• At least 2 years of direct client contact experience.
• At least 2 years of experience with Microsoft Office applications.
• Strong analytical, organizational, problem-solving, interpersonal, verbal, and written communication skills.
• Ability to monitor call and pending-work queues and work professionally with clients, colleagues, and business partners.

Nice to have

• Experience in Cash Management or Treasury Management.
• Customer service call center or service center experience.
• Leadership skills and knowledge of banking operations and procedures.

Culture & Benefits

• Medical, dental, and vision coverage available from the first day of the month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time benefits.
• Fertility, cancer, diabetes, musculoskeletal, and family planning support programs.
• Career mobility support and colleague resource groups.