Client Service Representative - Treasury Management Services
Company Name:
People's Bank
## Job Description
This position is responsible for serving Commercial Customers by responding to written or verbal requests adhering to internal policies and procedures and utilizing working knowledge of the treasury management systems, products and services to meet customer needs.
II. Principal
Responsibilities:
Provides intermediate level support to customers with questions, requests or issues regarding Treasury Management products and services with an emphasis on diagnosing and resolving technical hardware and software issues. Responds to and resolves basic and intermediate Treasury Management inquiries from external and internal customers quickly and creatively while focusing on quality customer experience.
Coordinates the appropriate communication and/or conference calls necessary to resolve customer''s inquiries. Provides periodic updates on unresolved issues to the customer and internal management teams.
Assists with general maintenance of treasury management relationships, including troubleshooting technical hardware and software issues, internet connectivity issues, browser related problems, and application issues and escalating unresolved system issues to Customer Service Supervisor for tracking and monitoring to ensure timely resolution.
Acts as a liaison between customer and service officer, relationship manager, sales officer, product support, and system groups to promote clear communications within the organization.
Looks for opportunities to introduce customers to new products and services by listening intently and suggesting unforeseen possibilities.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
## Job Requirements
III. Education/Experience Requirements:
High School diploma or equivalency required.
1-2 years relevant experience.
IV. Additional Job Requirements:
Certification/License:
Behavioral/Technical Skills:
Experience in bank operations, branch or customer service contact center
Ability to develop and maintain knowledge in electronic banking, internet, network, and online infrastructures.
Effective verbal, written and listening skills to provide courteous and professional customer service. Ability to remain calm and courteous when handling difficult calls and requests.
Ability to develop and maintain working knowledge of Treasury Management products and services.
PC skills including, electronic mail, intranet and industry standard applications. Ability to learn to use additional applications as necessary. Ability to use phone system effectively.
Ability to work well in a team environment.
Organizational skills are needed to perform multiple tasks. Ability to multi-task, prioritize, and work in a deadline driven environment.
Strong attention to detail and accuracy.
Auto req ID: 1418BR
Posting Title: Client Service Representative - Treasury Management Services
Employment Type: Full Time
Address 1: 422 IBM ROAD
Address 2: BUILDING 863
City: WILLISTON
State: VT
Zip Code: 05495Estimated Salary: $20 to $28 per hour based on qualifications.
People's Bank
## Job Description
This position is responsible for serving Commercial Customers by responding to written or verbal requests adhering to internal policies and procedures and utilizing working knowledge of the treasury management systems, products and services to meet customer needs.
II. Principal
Responsibilities:
Provides intermediate level support to customers with questions, requests or issues regarding Treasury Management products and services with an emphasis on diagnosing and resolving technical hardware and software issues. Responds to and resolves basic and intermediate Treasury Management inquiries from external and internal customers quickly and creatively while focusing on quality customer experience.
Coordinates the appropriate communication and/or conference calls necessary to resolve customer''s inquiries. Provides periodic updates on unresolved issues to the customer and internal management teams.
Assists with general maintenance of treasury management relationships, including troubleshooting technical hardware and software issues, internet connectivity issues, browser related problems, and application issues and escalating unresolved system issues to Customer Service Supervisor for tracking and monitoring to ensure timely resolution.
Acts as a liaison between customer and service officer, relationship manager, sales officer, product support, and system groups to promote clear communications within the organization.
Looks for opportunities to introduce customers to new products and services by listening intently and suggesting unforeseen possibilities.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
## Job Requirements
III. Education/Experience Requirements:
High School diploma or equivalency required.
1-2 years relevant experience.
IV. Additional Job Requirements:
Certification/License:
Behavioral/Technical Skills:
Experience in bank operations, branch or customer service contact center
Ability to develop and maintain knowledge in electronic banking, internet, network, and online infrastructures.
Effective verbal, written and listening skills to provide courteous and professional customer service. Ability to remain calm and courteous when handling difficult calls and requests.
Ability to develop and maintain working knowledge of Treasury Management products and services.
PC skills including, electronic mail, intranet and industry standard applications. Ability to learn to use additional applications as necessary. Ability to use phone system effectively.
Ability to work well in a team environment.
Organizational skills are needed to perform multiple tasks. Ability to multi-task, prioritize, and work in a deadline driven environment.
Strong attention to detail and accuracy.
Auto req ID: 1418BR
Posting Title: Client Service Representative - Treasury Management Services
Employment Type: Full Time
Address 1: 422 IBM ROAD
Address 2: BUILDING 863
City: WILLISTON
State: VT
Zip Code: 05495Estimated Salary: $20 to $28 per hour based on qualifications.
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