Sr Service Specialist
Core
First point of contact for high-revenue Treasury clients, handling inquiries and technical support via email, phone, and online channels for treasury, cash management, and depository products.
Role type
Senior Service Specialist (Treasury Operations)
Builds
Client resolution and support for treasury and cash management products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Analytical Thinking, Problem Solving, Written Communications, Oral Communications, Account Management, Attention to Detail, Active Listening, Claims Management, Adaptability, Critical Thinking
Preferred skills
Banking/Financial industry experience, Experience handling difficult customer situations
Technologies
Bank systems, Workflow systems, Email, Phone, Chat
Responsibilities
Respond to client and partner requests via email, phone, chat, or workflow system; Perform Quality Assurance on high-risk processes; Conduct research using bank systems to resolve inquiries; Partner with internal business partners to provide resolution to client issues.
Seniority
Senior, hands-on IC