Treasury Services Customer Service Center Representative

Posted 1 day ago

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

📋 Description

• Respond to inbound calls from Treasury customers and manage tickets from Branch Bankers for both new and existing clients.

• Address account inquiries, troubleshoot issues, conduct account maintenance, provide system functionality support, and answer product knowledge questions.

• Focus on deposit accounts, ACH Origination, Online Wires, Remote Deposit, Positive Pay, and business services.

• Exhibit the Ameris Approach Experience Expectations: Attention, Understanding, and Personalization.

• Handle calls swiftly and effectively.

• Provide outstanding service to every caller.

• Meet financial requirements and fulfill service requests efficiently.

• Maintain professional verbal and written communication standards.

• Utilize appropriate telephone etiquette and methods.

• Accurately manage account service and maintenance requests.

• Suggest suitable bank products and services.

• Oversee incoming call volume from treasury clients, banking partners, and branch staff.

• Execute administrative duties for the Treasury Servicing Team.

• Process changes and additions for business accounts, handle administrative changes, manage temporary increases, escalations, and related documentation.

• Conduct secondary reviews on new Treasury Implementations and maintenance of existing setups.

• Contribute ideas for system enhancements and relay customer suggestions to management.

• Refer customers to appropriate bank departments based on established protocols.

• Undertake other projects and responsibilities as assigned.


⛳️ Requirements

• Knowledgeable of BSA requirements and strictly follows them in daily operations.

• Exceptional written and verbal communication abilities.

• Strong organizational skills with a keen eye for detail.

• Outstanding work ethic.

• Proven track record in problem-solving and making a variety of decisions.

• Strong commitment to providing quality customer service.

• Ability to manage multiple priorities, appropriately prioritize tasks, and respond or complete tasks promptly.

• Proficient in Microsoft Office applications.

• Minimum of 2 years of customer service or call center experience required.

• Preferably, at least 1 year of experience in financial services or treasury services.

• High school diploma or GED is required.

• A bachelor's degree is preferred or equivalent education and relevant training or experience is required.


🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• Life Insurance at no additional cost for employees.

• Coverage for Accidental Death & Dismemberment.

• Long-Term Disability Coverage.

• Paid Sick Leave and Vacation Leave.

• 11 Holidays observed.

• Volunteer/Service Day opportunities.

• Employee Stock Purchase Plan.

• 401(k) Retirement Plan.

• Ameris Bank matches 50% of your first 8% contributions to the plan.

• Flexible Spending Accounts available.

• Health Savings Account options.

• Health Reimbursement Arrangement.

• Supplemental Life and Other Insurance Plans.

• Identity Theft Protection services.

• Pet Insurance options.

• Legal Insurance coverage.

• Employee Assistance Program.

• Employee Advocacy Program.

• Tickets at Work (Entertainment discounts for Ameris Bank Employees).

• AT&T Employee Discount.

• Wellness Discounts for Medical Premiums and other rewards.

• Employee Referral Incentive.

• Education Assistance provided.

• Participation in Employee Resource Groups.

• Free Interest Checking accounts.

• Free Safe Deposit Box services.

• Free Money Orders, Travelers’ Checks, and Cashier Checks.

• Discount on Mortgage Origination Fees.

• Free Online Banking and unlimited online bill payment.

• Employee Banking Perks.

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