Knowledge/Skills
Possess extensive knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, cash management disbursement and collection solutions.
Solid understanding of routine client inquiries including, but not limited to: general account and/or product support inquires; user administration inquiries and associated online training; operational troubleshooting for all products and services; liaison between client and internal business partners for problem resolution; and fraud monitoring, risk identification/resolution.
Demonstrated ability to develop strong positive relationships with external clients and internal partners
Able to multi-task in a fast-pace and extremely dynamic environment
Adept at understanding and interpreting simple to highly complex client inquiries
Strong analytical skills with aptitude for determining root cause or underlying circumstances and identifying potential solutions
Excellent written and verbal communication skills with ability to convey information effectively, diplomatically and tactfully with a wide variety and level of internal partners and clients
Desire to learn and develop a full understanding of products, processes, and enhancements and committed to continued professional improvement
Problem solve with ability to facilitate solution by identifying issue, determining resolution or escalating when appropriate
Highly skilled as client advocate and being accountable for “closing the loop”
Strong attention to detail
Skilled at developing relationships within team and other internal partners
High School Diploma or Equivalency PLUS
3-5 years of related professional experience (banking/financial services industry or customer service) OR
6-7 years of overall experience
Bachelor’s Degree desired and may be considered as 1-2 years overall experience
×