Service Advisor - CashPro & Technical Service Center ( Tier #3)
Core
Primary point of contact for Treasury clients providing day-to-day support for treasury, cash management, card, merchant, and depository products and services.
Role type
Service Advisor (CashPro & Technical Service Center)
Builds
Seamless client experience across treasury management services
Domain
Banking / Financial Services / Cash Management
Deliverable
client delivery
Required skills
client relationship management, technical support, problem-solving, research, multitasking, time management, system navigation, communication
Responsibilities
Receive and respond to escalated client inquiries and service requests via phone and email, resolve complex client issues, build relationships with internal partners and clients, conduct research to identify solutions, utilize bank systems to troubleshoot and manage account servicing, leverage technical expertise across CashPro applications.