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Role Overview - First point of contact for inquiries received from high revenue clients via email or phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.
Key Responsibilities - Receive and respond to requests received by email or phone; Provides resolution for requests received via phone or email; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.
3-5 years of customer service experience and the ability to handle client issues in a highly satisfactory manner.
Excellent written, verbal and communication skills. Able to communicate with sales and operations partners to ensure an integrated client management approach.
Working Knowledge of Treasury Management products and services
Able to manage multiple and complex tasks simultaneously and within all time constraints.
Demonstrates the ability to identify customer needs by probing, listening and closing to deepen relationships to meet customers' goals.
Ability to effectively solves client inquiries and educates them on products and services.
Able to work within a framework of standard practices, established procedures and company policies to resolve servicing and operational issues.
Ability to exercise good judgment in decision-making.
Displays high motivation and is considered a self-starter, desire to be Best in Class.
Ability to influence, coach, and build relationships across the organization
Proficient at multi-tasking in a customer service environment
Effective at using measurement systems to drive performance
Intermediate Microsoft products skills.
Excellent analytical skills with an attention to detail.
Ability to work independently
Shift:1st shift (United States of America)
Hours Per Week: 40
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