Treasury Mgmt Customer Exp Specialist II
Core
Provides advanced product and service support, resolves complex customer issues, and acts as an internal resource for the Treasury Management segment.
Role type
Senior Customer Experience Specialist (Treasury Management)
Builds
Customer service workflows and resolutions for commercial banking clients
Domain
Commercial Banking / Treasury Management
Deliverable
client delivery
Required skills
Complex problem resolution, prioritization, process improvement, policy interpretation, mentoring
Preferred skills
Commercial Card experience, Microsoft Office proficiency, team collaboration, urgency, attention to detail, understanding of TM products
Responsibilities
Identify and resolve complex customer servicing problems, prioritize service issues for timely resolution, perform customer training, act as internal resource for inquiries, recommend process improvements, research and consult on policy interpretation, mentor less experienced specialists