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Customer Service Support - Treasury Management

Company: Careerbuilder-US
Location: Monterey Park
Posted on: January 24, 2023

Job Description:

Russell Tobin & Associates is seeking a Customer Service Support - Treasury Management for our client. This is an awesome opportunity to join one of the largest banking institutions in the country. This will be a 7-month contract role for a candidate local to Monterey Park, CA. Apply today for immediate consideration!Job Title: Customer Service Support - Treasury ManagementPay: $28.12/hourDuration: 7 months (with the possibility of conversion)Schedule: Monday - Friday; 40 hours/weekLocation: Monterey Park, CA - HYBRID (3 days required onsite)Job Description:The Commercial Customer Service Treasury Management Support Banker is the primary contact for commercial banking customers utilizing the bank's management platforms. Maintains and expands the relationship with customers by providing overall customer support services. Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that meet customer's needs. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures. Ability to support customers in navigating Treasury Management products inclusive of all on-line platforms.Basic Qualifications:

  • Associate Degree, or equivalent work experience
  • 3-5 years of experience in financial services industryDuties and Responsibilities Include:
    • Service customers phone and email inquiries.
    • Assist customers in navigating on-line platforms and all Treasury Management products utilizing the Bank's servicing tools such as emulation and co-browse.
    • Maintain appropriate technical understanding of bank systems. Regularly attend trainings to support/expend knowledge base.Preferred Skills/Experience:
      • Excellent verbal, written, and interpersonal communication skills
      • Outstanding customer service and problem resolution skills
      • Proficient computer skills, especially Microsoft office applications
      • Experience with department-specific systems
      • Advanced knowledge of departmental and bank products and services
      • Technical support and/or co-browse skills
      • Preferred understanding of digital capabilities with experience in Information Technology environment
      • Knowledge of Treasury Management Products/Services with preferred experience with GTM and OperationsRussell Tobin & Associates offers benefit options to our employees after 60 days on assignment. Apply today for immediate consideration! #e2ecoeSDL2017

Keywords: Careerbuilder-US, Monterey Park , Customer Service Support - Treasury Management, Executive , Monterey Park, California

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