Job Description:

• Serve as the first point of contact for high-revenue clients via phone, chat, or email, addressing inquiries related to treasury, cash management, card, and depository products.
• Resolve 85% of calls within 10 minutes, escalating 15% as needed, while maintaining a focus on client delight and meeting risk/audit requirements.
• Navigate multiple systems to effectively manage and resolve client issues, ensuring timely and accurate responses.
• Handle 25-30 calls daily, assisting commercial/business clients with a wide range of treasury product inquiries.
• Maintain proactive communication, ensuring timely and clear updates to clients while adapting to an evolving work environment.
• Work independently while being open to feedback, willing to learn, and continuously improving skills.
  
  

  Must Haves:

  • 3-5+ years of experience in customer service within an enterprise banking or financial call center environment.
  • Strong soft skills, particularly in client delight and customer satisfaction.
  • Multitasker, especially when toggling between multiple computer systems.
  • Proactive communication – on time, engaged, and clear.
  • Self-motivated – works independently with minimal supervision.
  • Receptive to feedback, growth-minded, and willing to learn.
    
    

    Plusses:

    • Banking, treasury, or finance experience is ideal.
    • 3-5 years of research background (e.g., back/middle office work, reporting, or analysis).