Overview:
We are seeking a dedicated Client Services Representative with a background in banking and at least 1+ year of call center customer service experience. The ideal candidate will be the first point of contact for our clients, providing support on a range of banking and treasury management products. This role requires exceptional communication skills, strong attention to detail, and the ability to thrive in a fast-paced, team-oriented environment.
Key Responsibilities:
- Respond to customer inquiries via phone and email in a structured, queue-based environment
- Act as the primary operational and product point of contact for clients
- Proactively monitor accounts for overdrafts and resolve issues such as source of funds confirmation
- Partner with internal departments to resolve ad-hoc client inquiries and ensure a seamless client experience
- Support onboarding activities and due diligence to meet regulatory and company compliance requirements
- Provide support for treasury management products and services
- Train clients on banking and treasury products to ensure efficient use and implementation
- Identify, investigate, and resolve client issues, coordinating with sales officers, vendors, and Relationship Managers
- Analyze customer account processes and assist with compliance verification
- Escalate and report compliance-related findings for resolution
Required Qualifications:
- 1+ years of call center or customer service experience
- Banking experience is required
- Strong attention to detail and organizational skills
- Proven ability to multitask in a deadline-driven environment
- Proficient in Microsoft Office Suite, especially Outlook and MS Teams
- Excellent verbal, written, and interpersonal communication skills
- Team-oriented mindset with a customer-first approach