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Treasury F&S Sr. Specialist - Service

Jacksonville, Florida

Job Description:

Role Overview - 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:

This position supports Global Commercial Card clients via phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests, while providing exceptional customer service. Requests consist of treasury commercial card products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support. Employee must possess the ability to navigate through multiple online reference materials for validation of process and procedures when needed. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires advisors to verbally interact with clients up to 100% of their shift, with structured breaks.

Required Skills:
3-5 years Customer Service experience

Minimum of 1 year of experience in a call center environment

Minimum of 1 year experience with servicing credit card products 

Minimum of 1-2 years of experience in financial industry 

Minimum of 1-3 years of experience with customer relations 

Minimum of 1-2 years of experience performing repetitive tasks based on existing operating procedures under close supervision of from a detailed written procedure
Ability to provide a positive customer experience through creative solutions.
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Comfortable with ongoing change and learning new technology/processes.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Ability to positively build a report with customers and handle objections.
Comfortable receiving ongoing performance feedback and coaching

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:

Role Overview - 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:

This position supports Global Commercial Card clients via phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests, while providing exceptional customer service. Requests consist of treasury commercial card products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support. Employee must possess the ability to navigate through multiple online reference materials for validation of process and procedures when needed. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires advisors to verbally interact with clients up to 100% of their shift, with structured breaks.

Required Skills:
3-5 years Customer Service experience

Minimum of 1 year of experience in a call center environment

Minimum of 1 year experience with servicing credit card products 

Minimum of 1-2 years of experience in financial industry 

Minimum of 1-3 years of experience with customer relations 

Minimum of 1-2 years of experience performing repetitive tasks based on existing operating procedures under close supervision of from a detailed written procedure
Ability to provide a positive customer experience through creative solutions.
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Comfortable with ongoing change and learning new technology/processes.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Ability to positively build a report with customers and handle objections.
Comfortable receiving ongoing performance feedback and coaching

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-21082341

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

0