Customer service Representative- Banking
- Act as the day-to-day client contact for services relating to Treasury Products.
- Resolve queries about the following Treasury products; Online banking with wires, Remote Deposit Capture, Bill Pay, and other products as assigned.
- Provide first level support to internal/external customer support for all Treasury Management and business clients, as necessary.
- Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, billing issues, etc. Also provides information on client transaction accounts and other general banking needs.
- Ensure appropriate Treasury Management documents and agreements are properly completed and executed prior to implementation.
- Provide excellent customer service to support and solve internal and external customer issues.
- Proactively time manage internal and external customer expectations when communicating and responding to processing request, instructions, inquiries, issues, voicemails, and emails to help maintain relationships.
- Tracks reported issues for consolidation and potential process or system change.
- Educate clients on account services and capabilities.
- Assist Treasury Management Excellence Center Manager and Team Leads with projects, activities and tasks.
- Prepares reports daily, monthly, quarterly and as needed.