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Treasury F&S Advisor-Service

Phoenix, Arizona

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.

Prioritize, client requests, case and resolve eligible items. Create a case/package for tracking, monitoring and E2E resolution as applicable. Interacts continuously with clients and internal business partners to further enhance client delight. Conduct extensive legal documentation research and respond to client and be able answer questions and inquiries. Utilize the various bank systems to support clients requests.

Required skills:
Treasury experience 1+ years of experience working with customers. 1+ years of experience handling difficult situations with customers.  Intermediate proficiency (1-3 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 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.

 

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

500

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.

Prioritize, client requests, case and resolve eligible items. Create a case/package for tracking, monitoring and E2E resolution as applicable. Interacts continuously with clients and internal business partners to further enhance client delight. Conduct extensive legal documentation research and respond to client and be able answer questions and inquiries. Utilize the various bank systems to support clients requests.

Required skills:
Treasury experience 1+ years of experience working with customers. 1+ years of experience handling difficult situations with customers.  Intermediate proficiency (1-3 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 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.

 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21070732

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Larisa McLaughlin

Referral Bonus:

500

Street Address

Primary Location:
1825 E Buckeye Rd, AZ, Phoenix, 85034