Treasury Management Client Services Representative

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Address intricate client inquiries specific to line-of-business and manage escalated service challenges.

• Examine issues and collaborate with cross-functional teams.

• Engage with clients to ensure prompt resolution of their concerns.

• Deliver both technical and non-technical customer support.

• Offer remote/virtual assistance through phone, email, online chat, or text.

• Provide specialized virtual help for escalated customer matters and post-sales product support.

• Assist with both pre- and post-sales activities, including preparing quotations and processing sales orders.

• Undertake additional tasks as assigned.

• Operate under moderate supervision.

⛳️ Requirements

• Generally requires over 2 years of relevant experience.

• May necessitate vocational or technical training.

• Potentially requires obtaining and/or maintaining NMLS registration.

• Fundamental knowledge of job procedures and tools acquired through work experience.

• Capability to investigate client issues, collaborate across functions, communicate effectively with clients, and resolve matters while adhering to business and regulatory standards.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability coverage.

• Paid time off.

• Retirement savings through a 401(k) plan.

• Wellness resources.

• Additional programs aimed at enhancing teammates' health and financial well-being.

• Incentive compensation, bonuses, or other forms of variable pay may be available for specific positions, subject to applicable plans and performance metrics.