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Treasury F&S Advisor (Team Lead)-Card Dedicated Servicing

Phoenix, Arizona

Job Description:

Line of Business Role 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:
- 1+ years of experience working with customers.
- 1+ years of experience handling difficult situations with customers.

-Leadership and Coaching Experience
- 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.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Line of Business Role 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:
- 1+ years of experience working with customers.
- 1+ years of experience handling difficult situations with customers.

-Leadership and Coaching Experience
- 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.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21071989

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Larisa McLaughlin

Referral Bonus:

0

Street Address

Primary Location:
1825 E BUCKEYE RD, AZ, Phoenix, 85034