Treasury Client Service Representative

Job Description

Job Description

Title: Treasury Client Service Representative
Type: 6-Month Contract-to-Hire
Location: St. Petersburg or Tampa, FL; or Fairfield, NJ; or New York City, NY
Schedule: Onsite

The Treasury Client Service Representative is responsible for managing the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well as escalating research requests.

Responsibilities include but are not limited to:
• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
• Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
• Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
• Identify cross-sale opportunities to appropriate line of business partners.

Required Skills:
• Extensive knowledge of all bank products, services, policies, and procedures.
• Self-starter with the ability to work in a fast-paced environment.
• Proficient PC skills with Microsoft Office applications and e-mail, as well as core systems and other support systems.
• High degree of detail orientation.
• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above-average analytical ability.
• Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
• Must be able to multi-task effectively and prioritize workflow.
• Knowledge of Commercial and Corporate Deposit Account Types.
• Knowledge of Treasury Management products, services, core and business online banking platforms.

Required Experience:
• High School diploma or GED with a minimum of 3-5 years of banking experience in customer service or treasury management.

Preferred Experience:
• Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.

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