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Corporate Client Service Representative

2 months ago


Minneapolis, Minnesota, United States INSPYR Solutions Full time

Position:
Corporate Client Service Representative

Location:
Remote

Contract Duration: 1 year

The Corporate Client Service Representative serves as the main liaison for corporate banking clients utilizing the organization's Treasury Management deposit and loan offerings.

This role is essential in nurturing and enhancing client relationships by delivering comprehensive support services. The representative proactively identifies potential challenges, compliance concerns, and strives to optimize client satisfaction while promoting the growth of the relationship. They assess and recommend products and services tailored to meet client requirements. A solid understanding of the assigned sector and accounts is developed through regular client interactions and adherence to established departmental protocols. The ability to assist clients in navigating Treasury Management solutions, including all digital platforms, is crucial.

Essential Qualifications:
Associate degree or equivalent professional experience
Three to five years of experience in the financial services sector

Key Responsibilities:
Respond to client inquiries via phone and email.

Guide clients in utilizing online platforms and all Treasury Management solutions through the organization's service tools such as emulation and co-browsing.

Maintain a solid technical understanding of banking systems. Participate in ongoing training to enhance knowledge and skills.

Preferred Skills/Experience:
Exceptional verbal, written, and interpersonal communication abilities
Strong customer service and problem-solving skills
Proficient in computer applications, particularly Microsoft Office
Familiarity with department-specific systems
Advanced understanding of departmental and banking products and services

Technical support and/or co-browsing expertise: Preferred knowledge of digital capabilities with experience in an Information Technology setting
Understanding of Treasury Management Products/Services with preferred experience in GTM and Operations

FINANCIAL SECTOR/

REQUIRED BANKING EXPERIENCE

EDUCATIONAL REQUIREMENTS:
A.S. DEGREE (Minimum) Preferred, or equivalent professional experience - no specific field or area of study

Our benefits package includes:
Comprehensive health benefits
Competitive compensation, 401(k)
Retirement plan
Additional perks

About INSPYR Solutions

Our focus is technology, and our commitment is quality.

As a national leader in providing adaptable technology and talent solutions, we strategically align industry and technical expertise with our clients' business goals and cultural needs.

Our solutions are customized for each client and encompass a broad range of professional services, projects, and talent solutions.

By consistently pursuing excellence and emphasizing the human aspect of our business, we collaborate seamlessly with our talent and clients to align the right solutions with the right opportunities.

Learn more about us at

INSPYR Solutions is an Equal Employment Opportunity (EEO) employer, providing equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

In addition to federal law requirements, INSPYR Solutions adheres to applicable state and local laws governing nondiscrimination in employment in every location where the company operates.