
Job Description:
Role Overview:
Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.
Key Responsibilities:
Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.
Responsibilities:
This is a Client Servicing Role supporting healthcare industry clients, where under general supervision, provides day-to-day account servicing and resolution of routine to complex inquiries and operational requests for clients.
Responsible for account management including: handling escalations of more complex issues by coordinating workflow with business partners and ensuring timely resolution; identifying root causes and resolving issues through research and analysis in a timely manner; leading reoccurring calls with customers to review current processes and address gaps or issues; defines rules, logics and mapping for processing of client files; understanding customer business needs and translate them into operational requirements.
May have in person client engagement and presentation responsibilities. Understands the end-to-end process for sales, service and fulfillment of all products supported.
Must be client focused, a team player, communicate crisply and candidly, able to improve processes, drive for results and take ownership to enhance client delight.
Required Skills:
Desired Skills:
Other Qualifications:
Job Band:
H5Shift:
1st shift (United States of America)Hours Per Week:
40Weekly Schedule:
Referral Bonus Amount:
500Job Description:
Role Overview:
Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.
Key Responsibilities:
Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.
Responsibilities:
This is a Client Servicing Role supporting healthcare industry clients, where under general supervision, provides day-to-day account servicing and resolution of routine to complex inquiries and operational requests for clients.
Responsible for account management including: handling escalations of more complex issues by coordinating workflow with business partners and ensuring timely resolution; identifying root causes and resolving issues through research and analysis in a timely manner; leading reoccurring calls with customers to review current processes and address gaps or issues; defines rules, logics and mapping for processing of client files; understanding customer business needs and translate them into operational requirements.
May have in person client engagement and presentation responsibilities. Understands the end-to-end process for sales, service and fulfillment of all products supported.
Must be client focused, a team player, communicate crisply and candidly, able to improve processes, drive for results and take ownership to enhance client delight.
Required Skills:
Desired Skills:
Other Qualifications:
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role