Sr Service Specialist
Core
First point of contact for high-revenue clients to resolve inquiries and issues regarding treasury, cash management, card, merchant, and depository products via phone, email, chat, or online channels.
Role type
Sr Service Specialist (Client Support)
Builds
Client resolution and support for treasury and cash management products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, Analytical thinking, Problem solving, Active listening, Written communications, Oral communications, Account management, Adaptability, Attention to detail, Critical thinking
Preferred skills
Banking/Financial industry experience, Multi-system handling
Technologies
Bank systems, Workflow systems
Responsibilities
Respond to client requests via phone, email, chat, or workflow system; Perform Quality Assurance on high-risk processes; Conduct research using bank systems to answer client questions; Partner with internal business partners to resolve client issues; Deepen relationships with clients and internal partners.
Seniority
Senior, hands-on IC