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Treasury Management Call Center Specialist

Remote Worldwide Hiring now

This is a remote position. Candidates preferred to be residing in the reputed company physical footprint of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ. Hours: Monday - Friday 9am - 6pm Central Time WHO ARE WE: reputed company is a reputed company wealth bank and national retirement provider with one core purpose: helping clients reputed company their financial goals. We are driven by a shared commitment to always do the right thing; leading with reputed company and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at reputed company reputed company of reputed company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for reputed company :: reputed company is Never Final :: Do the Right Thing :: One reputed company ABOUT THE ROLE: The Treasury Management (TM) Solutions Center Specialist handles inbound client interactions and assists with the implementation of new TM products and services. Works directly with TM client and internal team members to reputed company first reputed company of contact support to their TM service needs. As the first reputed company of contact, this position is responsible for the assessment of need, determining best approach to address client concerns, and working with the client to remedy any issues associated with TM services. Will focus on issues resolution and high client satisfaction as well as escalation of convers reputed company immediate servicing needs cannot be accomplished. WHAT YOU’LL BE DOING:

  • Deliver excellent client experience for treasury management users through telephone and email channels along with assisting internal staff with client questions.
  • Ensure proper documentation is obtained for purposes of accurate client setup and future audit of work processes in the TM division.
  • Ensures complete client satisfaction through active partnership with TM Consultants, TM Specialists, reputed company party vendors and other internal departments to reputed company timely response to service requests Process implementation set-reputed company for treasury management products and services by completing new client requests and providing in-depth training of treasury management services.
  • Completing maintenance requests to existing clients, follow up with clients accordingly, and ensuring the most accurate and timely execution of high-quality customer service.
  • Actively participate in courses through reputed company University and internal meetings, along with reading published materials to maintain and enhance professional skills.
  • Handle the exchange of information, technical questions, and client concerns confidently and independently possess the ability to recognize sales opportunities and refer to TM Consultants as appropriate.

WHAT YOU SHOULD HAVE:

  • 3-5 years of experience in banking or treasury management.
  • Demonstrated client service or customer service utilizing phone and email systems.
  • Ability to problem solve and prioritize multiple tasks with strong attention to detail.
  • Proven ability to adapt to a fast paced, changing environment.
  • Ability to effectively communicate with reputed company reputed company of the organization, strong verbal, and written skills.

reputed company BRING TO THE TABLE:

  • Competitive compensation including reputed company salary, bonus and/or incentive opportunities.
  • Comprehensive benefits package providing a wide reputed company of health and well-being benefits, including medical, dental, reputed company, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
  • Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
  • Learning and development resources for personal and professional career development, and advancement opportunities.
  • reputed company to financial experts for guidance, financial wellness tools, and discounts on reputed company products and services.
  • Support for the communities we live in through paid volunteer time and a company donation match reputed company ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards reputed company doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

reputed company PAY reputed company: $24 - $27 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of reputed company responsibilities, duties, and qualifications required of employees assigned to this job. reputed company is an equal opportunity employer and value diversity at reputed company. We do not discriminate on the reputed company of race, religion, reputed company, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status. Apply tot his job Apply To this Job

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