Treasury Management Customer Support Specialist I

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

📋 Description

• Deliver customer support for business banking offerings, such as Business Online Banking, Commercial Online Banking, Mobile Banking, and QuickBooks integrations.

• Investigate and resolve inquiries from business customers through Online Secure Messaging, email, and phone.

• Assist with questions related to Treasury Management products and services and ensure efficient resolutions.

• Maintain thorough knowledge of Treasury Management products and services.

• Identify customer needs for additional services and refer them to the relevant Treasury Management group.

• Comply with department performance metrics to meet service levels and customer expectations.

• Communicate process improvements, efficiency, and customer service enhancements to the supervisor.

• Engage in identifying, measuring, monitoring, controlling, and mitigating risks at both departmental and enterprise-wide levels.

• Implement the Bank's compliance requirements and risk management policies and procedures in daily tasks.

• Provide consistent, top-tier service in alignment with the Bank's Serving More standards.

• Perform additional duties as assigned.

⛳️ Requirements

• High school diploma or equivalent is required.

• A minimum of 2 years of customer service experience or call center experience is preferred.

• Capability to provide customer support through online secure messaging, email, and phone.

• Comprehensive knowledge of Treasury Management products and services.

• Ability to meet department performance metrics and service level expectations.

• Aptitude for adhering to compliance requirements, risk management concepts, policies, and procedures.

• Must be able to remain stationary for at least 80% of the time.

• Proficiency in operating a computer consistently.

• Capacity to maintain constant communication with customers and colleagues.

• Sponsorship is not available.

🏝️ Benefits

• Flexible remote work schedule from Monday to Friday, 9:00am to 6:00pm.