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Service Advisor

AT Merrill
Merrill

Service Advisor

Chicago, IL

Job Description:

Enterprise Description/Role Overview: Responsible for day to day servicing and implementation of treasury, cash management and/or depository products and services with varying complexity. Acts as primary point of contact for high revenue clients by providing responsive and knowledgeable servicing and technical assistance to resolve complex/time sensitive requests. Engage internal business partners as needed to assist in the resolution.

Responsibilities:

  • Receive and respond to requests received by phone, email from clients and internal partners;
  • Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries;
  • Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
  • Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

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Requirements:

  • Minimum of 2-5 years of banking experience, preferably in a client facing role.
  • Proven customer service skills and experience.
  • Treasury management product experience, understanding of cash management including but not limited to Receipts (Lockbox and ROL), Payments management (foreign exchange, domestic/international wires, ACH and Account Transfers), Information Reporting and Transaction Services (Image).
  • Excellent verbal and written communication skills.
  • Problem/solving/analytical and organizational skills.
  • Great interpersonal skills.
  • Positive Attitude.
  • Team Player.
  • Flexible
  • Willingness to learn and adapt and lead changes as needed.
  • Must have excellent verbal and written communication skills.
  • General PC, Windows, word, power point, Outlook and Excel Knowledge.
  • General Understanding of the Global market.

Other Qualifications:

  • Candidate must also be comfortable with constant change and balancing competing priorities in a fast paced environment

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Chicago, IL, USA
Job ID: Merrill-JR-24039421
Employment Type: Full Time