Client Services Specialist - Hoover, AL
Core
First point of contact for commercial and business clients utilizing treasury management products and services, providing ongoing support by phone or email and troubleshooting complex banking issues.
Role type
Client Services Specialist (Treasury Management Support)
Builds
Treasury management product support and resolution for commercial clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Troubleshooting, file mapping, call handling, documentation, liaison coordination, analytical problem-solving
Preferred skills
Technical support experience, call center experience, Bachelor's degree or technical certification
Technologies
Call tracking application, headset/microphone, keyboard, mouse
Responsibilities
Provide ongoing support by phone or email for treasury management products; Perform remote troubleshooting through diagnostic techniques; Troubleshoot file mapping and advise on necessary changes; Take ownership in researching and resolving complex banking issues; Handle client phone interaction while documenting events; Manage workload to ensure issues are resolved promptly; Serve as a liaison between assigned departments to resolve transaction disputes and payment processing issues.
Seniority
Entry-level to Junior, hands-on IC