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Treasury F&S Sr Specialist-Service

Charlotte, North Carolina

Job Description:

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 Skills and Experience:

1+ years of experience working with customers

1+ years of experience handling difficult situations with customers

Intermediate proficiency (1+ years of experience) in written (including grammar and spelling) and verbal communications

Comfortable receiving ongoing performance feedback and coaching

Ability to engage with customers, begin a conversation, build rapport, and handle objections

Comfortable receiving ongoing performance feedback and coaching

Comfortable with ongoing change and learning new technology/processes

Ability to analyze and resolve customer inquiries

Ability to provide a positive customer experience through creative solutions

At least an intermediate ability in computer skills

Ability to navigate multiple computer systems while interacting with the customer

Desired Skills and Experience:

1-2 years of experience in the Banking/Financial industry

1-3 years of experience working in a call center

Additional Competencies and Behaviors:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions 

Excels in working among diverse viewpoints to determine the best path forward 

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner 

Commitment to challenging the status quo and promoting positive change 

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base 

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

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 Skills and Experience:

1+ years of experience working with customers

1+ years of experience handling difficult situations with customers

Intermediate proficiency (1+ years of experience) in written (including grammar and spelling) and verbal communications

Comfortable receiving ongoing performance feedback and coaching

Ability to engage with customers, begin a conversation, build rapport, and handle objections

Comfortable receiving ongoing performance feedback and coaching

Comfortable with ongoing change and learning new technology/processes

Ability to analyze and resolve customer inquiries

Ability to provide a positive customer experience through creative solutions

At least an intermediate ability in computer skills

Ability to navigate multiple computer systems while interacting with the customer

Desired Skills and Experience:

1-2 years of experience in the Banking/Financial industry

1-3 years of experience working in a call center

Additional Competencies and Behaviors:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions 

Excels in working among diverse viewpoints to determine the best path forward 

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner 

Commitment to challenging the status quo and promoting positive change 

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base 

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21045385

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Larisa McLaughlin

Referral Bonus:

0

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255