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This position serves as a primary point of contact for institutional clients, providing advanced support across multiple product offerings within the Treasury Services portfolio. The representative handles complex customer inquiries and issues via telephone and email, ensuring timely, accurate, and professional resolution.
Job Responsibility:
Respond to and resolve Level 2 customer service inquiries related to institutional treasury products, including exception handling and escalated issues
Deliver expert guidance on multiple product lines, ensuring clients receive comprehensive support for their operational needs
Act as a liaison between clients and internal teams to troubleshoot and resolve complex or unusual issues
Maintain compliance with internal policies, procedures, and applicable regulatory requirements in all interactions
Monitor and manage workflow to ensure service-level agreements (SLAs) are met and responses are courteous, professional, and timely
Provide feedback and recommendations for process improvements to enhance client experience and operational efficiency
Support training initiatives by sharing product knowledge and best practices with peers as needed
Requirements:
High school diploma or equivalent
Three to five years of relevant experience
Strong customer service/sales and problem-solving skills
Knowledge of Cash Vaults and Lockbox experience
Thorough knowledge of applicable services, products, systems, operations, policies and regulations
Good organizational and time management skills
Effective verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Some experience as a senior level representative preferred
Nice to have:
Knowledge of Cash Vaults and Lockbox experience
Some experience as a senior level representative preferred
What we offer:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law