Skip to main content

Treasury F&S Sr Specialist - CREB / Real Estate Service

Charlotte, NC, United States

Job number: 17018164

Back to job search results

Job description

Job Description:

Role Overview:

First point of contact for inquiries received from high revenue clients via email or phone 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. Key Responsibilities - Receive and respond to requests received by email or phone; Provides resolution for requests received via phone or email; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

Required Qualifications:

  • 3-5 years Customer Service experience preferably with Corporate clients
  • Advanced Knowledge of MS Office applications including Excel, PowerPoint, Access, Outlook, SharePoint, and Word
  • An excellent presence with both internal and external stakeholders
  • A sales mindset and background preferred
  • Capable of taking large sets of information and identifying key controllable's
  • Ability to think strategically and execute against a strategic plan
  • Dynamic personality capable of working in groups and independently
  • Knowledge of Treasury Service products preferred
  • Bachelor's Degree Preferred

Posting Date: 20/03/2017

Location: US-NC-Charlotte

Travel: Yes, 5% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Already have a candidate profile? Log in to access and update your current profile to access and update your current profile.