Job Description:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing, and technical assistance to internal business partners to resolve complex, unique client requests.

Responsibilities:

• Receive and respond to requests received by phone, email from clients and internal partners;
• Perform Quality Assurance functions to ensure high risk processes are completed per procedure;
• Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact;
• Work closely with technical partners both internally and externally to resolve clients issues.

• 1+ years of experience working with customers.
• 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
• 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.
• Ability to analyze and resolve customer inquiries.
• Ability to provide a positive customer experience through creative solutions.
• At least an intermediate ability in computer skills.
• Ability to navigate multiple computer systems while interacting with the customer.

• 1-2 years of experience in the Banking/Financial industry.
• 1-3 years of experience working in a call center.
• 1-2 years Lockbox Experience