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Treasury F&S Sr Specialist -Service

Dallas, Texas

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, and 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:
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.

Desired skills:
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.

Other Qualifications:

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, and 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:
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.

Desired skills:
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.

Other Qualifications:

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-21071086

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Felicia Duke

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202