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Treasury Management Client Service Representative
2 months ago
Location: Remote
Contract Duration: 1 year
Compensation: $28.00 per hour
Eligibility: US Citizens, Green Card Holders, or those Authorized to Work in the U.S.
The Commercial Customer Service Banker serves as the primary liaison for commercial banking clients utilizing the Treasury Management services offered by the organization.
Key Responsibilities:
- Enhance and nurture client relationships by delivering comprehensive customer support.
- Proactively identify potential challenges and compliance matters to optimize client satisfaction and promote relationship growth.
- Assess and recommend products and services tailored to meet client needs.
- Develop a thorough understanding of assigned accounts through regular client interactions and adherence to departmental protocols.
- Assist clients in navigating Treasury Management offerings, including all online platforms.
- Associate degree or equivalent professional experience.
- Three to five years of experience in the financial services sector.
- Responding to customer inquiries via phone and email.
- Guiding clients through online platforms and Treasury Management products using the bank's service tools.
- Maintaining a solid technical understanding of banking systems and participating in ongoing training to enhance knowledge.
- Exceptional verbal, written, and interpersonal communication abilities.
- Strong customer service orientation and problem-solving capabilities.
- Proficient in computer applications, particularly Microsoft Office.
- Familiarity with department-specific systems.
- Advanced understanding of departmental and banking products and services.
- Preferred knowledge of digital capabilities with experience in an IT environment.
- Understanding of Treasury Management Products/Services, with preferred experience in GTM and Operations.
- A.S. Degree (Minimum) Preferred, or equivalent work experience in any field.
- Comprehensive medical coverage.
- Competitive salary and 401(k) plan.
- Retirement savings options.
- Additional benefits.
At INSPYR Solutions, we prioritize technology and uphold a commitment to quality. As a national leader in providing flexible technology and talent solutions, we align our industry expertise with our clients' business goals and cultural needs. Our services are customized to each client, encompassing a wide range of professional services, projects, and talent solutions. We strive for excellence and focus on the human aspect of our business, ensuring the right solutions are matched with the right opportunities.