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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.

LOB Job Description:

First point of contact for inquiries received from a portfolio of high revenue clients via email 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 and internal partners – Treasury Products and Services.
Provide resolution for requests received via email.
Interact continuously and deepen relationships with internal business partners as well as a portfolio of clients to further enhance client delight.
Conduct limited research and respond to client and be able to answer questions and inquiries.
Utilize the various bank systems to support clients’ requests.
Manage dedicated email inbox, prioritize, client requests, case and resolve eligible items.
Create a case for tracking, monitoring and E2E (End-to-End) resolution as applicable.

Required skills:
3-5 years customer service experience preferably with Corporate clients.
Advanced knowledge of MS Office applications including Excel, PowerPoint, Access, Outlook, SharePoint and Word.
An excellent presence with both internal and external stakeholders.
A sales mindset and background preferred.
Capable of taking large sets of information and identifying key controllable details.
Ability to think strategically and execute against a strategic plan.
Dynamic personality capable of working in groups and independently. Knowledge of Treasury Service products preferred.

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:

500

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.

LOB Job Description:

First point of contact for inquiries received from a portfolio of high revenue clients via email 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 and internal partners – Treasury Products and Services.
Provide resolution for requests received via email.
Interact continuously and deepen relationships with internal business partners as well as a portfolio of clients to further enhance client delight.
Conduct limited research and respond to client and be able to answer questions and inquiries.
Utilize the various bank systems to support clients’ requests.
Manage dedicated email inbox, prioritize, client requests, case and resolve eligible items.
Create a case for tracking, monitoring and E2E (End-to-End) resolution as applicable.

Required skills:
3-5 years customer service experience preferably with Corporate clients.
Advanced knowledge of MS Office applications including Excel, PowerPoint, Access, Outlook, SharePoint and Word.
An excellent presence with both internal and external stakeholders.
A sales mindset and background preferred.
Capable of taking large sets of information and identifying key controllable details.
Ability to think strategically and execute against a strategic plan.
Dynamic personality capable of working in groups and independently. Knowledge of Treasury Service products preferred.

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-21073393

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

500

Street Address

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