Company: Bank

Job Title: Senior Treasury Specialist

Duration: Contract, extensions likely

Location: Charlotte, NC - 5 Day a week in office

TRAINING: (Approx 6-8 weeks)

Why this role is open:

Backfill

Mission:

Providing exceptional customer service to commercial/business clients

Day to Day Responsibility:

• Collabera is looking for an exceptional Customer Service professional to support the treasury team for a banking enterprise. This is more than a basic customer service function – it’s much more in-depth:
• Requires a research driven person
• They deal with every treasury product, every level of client and enterprise employee.
• Must have the ability to resolve challenging issues
• Ability to navigate multiple systems, multitasker
• Many different systems to learn
• On the phones, answer 25- 30 calls/daily – phone all day. (they don’t have talk time metrics – it’s about resolving the issue – avg talk time 10 min, won’t be rushed, but will be monitored).
• Talk to commercial/business clients about anything
• They are not singular focused, they are asked about any Treasury products
• 85% of calls we can solve on the phone in 10 min or less
• 15% of calls handed off/escalated
• Toggle between multiple systems
• Focus - Client delight
• Hitting all the marks from a risk/audit perspective
• Over time this becomes second nature

Job Description:

• First point of contact for inquiries received from high revenue clients via phone/chat/email channel.
• Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests.
• Requests consist of treasury, cash management, card and/or depository products.
• May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.
• We are looking for someone who possesses the following soft skills:
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Easily adapt to change in an evolving environment

Must Haves:

• 3-5+ years’ experience with customer service in enterprise banking or financialcall center environment
• Strong soft skills – “client delight” focused
• Multitasker, especially between computer systems
• Receptive to feedback, growth minded, trainable, willing to learn.
• Proactive communication – on time, engaged.
• Self-motivated – works independently.

Plusses:

• *FORMER consultant/employee
• Banking/treasury/finance experience ideal
• 3-5 years Research background.

Example. Back/middle office work – review reporting, analyzing, etc.

Pay range: $25/hr - $30/hr

You can reach me at 973-381-7135 or dimpy.sachdeva@collabera.com