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Treasury F&S Advisor -Service

Charlotte, North Carolina

Job Description:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests.

Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.

Required Skills and Experience:

3+ years of experience working with customers

3+ years of experience handling difficult situations with customers

Intermediate proficiency (3+ 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 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

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:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests.

Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.

Required Skills and Experience:

3+ years of experience working with customers

3+ years of experience handling difficult situations with customers

Intermediate proficiency (3+ 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 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

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-21052463

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

0

Street Address

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