Service Advisor

Job Description:

This role is responsible for acting primary point of contact for Treasury clients, responsible for day-to-day servicing of treasury, cash management, card, merchant and/or depository products and services of varying complexity. These individuals provide relationship management, servicing and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests. 

Responsibilities

• Receives and responds to client and partner requests received by email, phone, chat or workflow system
• Engage with customers, begin a conversation, build rapport, handle objections, and explain complex problems
• Analyzes, researches and resolves complex issues raised by clients ensuring client satisfaction by providing a positive customer experience through creative solutions
• Drives resolution of client issues with internal, technical and/or product partners, ensuring processes are integrated
• Performs Quality Assurance to ensure high risk processes are completed per procedure
• Champions a culture of innovation and a customer centric mindset
• Educates clients on tools and champions digital adoption
• Comfortable with ongoing change and learning new technology/processes
• Comfortable receiving ongoing performance feedback and coaching

Requirements

• 1-2 years of experience in the Banking/Financial industry
• 1 + years of Customer Service experience
• Critical Thinking
• Relationship Building
• Risk Management
• Written & Oral Communication
• Time Management
• Quality Assurance
• Collaborating
• Microsoft Excel
• Microsoft Outlook
• Microsoft PowerPoint
• Microsoft Word
• Multitasking (i.e. ability to navigate multiple computer systems while interacting with the customer)

Other Qualifications

• 1-3 years of experience working in a Call Center
• Treasury Products & Solutions

Shift:

1st shift (United States of America)

Hours Per Week: 

40