7 дней назад
Treasury Service Client Support Representative
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Treasury Service Client Support Representative (Treasury Management/Banking): Supporting commercial customers and internal associates through Treasury Management product assistance, customer training, and issue resolution with an accent on customer service, fraud-related systems, and banking compliance. Focus on handling multiple support channels, communicating with business lines, and maintaining accurate service processes under deadlines.
Location: UNO Center, New Orleans, Louisiana, United States
Company
provides banking and Treasury Management products and services for commercial customers.
What you will do
- Provide customer service and support for Treasury Management products and services.
- Support commercial customers and internal associates through incoming calls, emails, and Microsoft Teams messages.
- Train commercial customers on Treasury Management products and services.
- Communicate with lines of business about system and fraud issues affecting customers.
- Support daily servicing activities for new Treasury Management products and services.
- Follow applicable banking laws and regulations, including the Bank Secrecy Act.
Requirements
- High school diploma or GED.
- 1–2 years of banking experience with a customer service focus.
- Basic understanding of banking products and services.
- Strong attention to detail and ability to follow processes and guidelines.
- Proficiency in Microsoft Office, including Excel, Outlook, and Word.
- Good written and verbal communication skills, with the ability to manage multiple tasks and meet deadlines.
Nice to have
- One year of experience with Treasury Products and Services.
Culture & Benefits
- Full-time employment.
- Ability to travel when required to perform essential job functions.
- Work requires operating related equipment, reading and interpreting documents, working under stress, and meeting deadlines.
- Physical requirements may include lifting or carrying approximately 10 pounds when required.
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