Customer Service Representative

** 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 *Respond to customer inquiries via phone and email in a structured, queue-based environmentAct as the primary operational and product point of contact for clientsProactively monitor accounts for overdrafts and resolve issues such as source of funds confirmationPartner with internal departments to resolve ad-hoc client inquiries and ensure a seamless client experienceSupport onboarding activities and due diligence to meet regulatory and company compliance requirementsProvide support for treasury management products and servicesTrain clients on banking and treasury products to ensure efficient use and implementationIdentify, investigate, and resolve client issues, coordinating with sales officers, vendors, and Relationship ManagersAnalyze customer account processes and assist with compliance verificationEscalate and report compliance-related findings for resolutionRequired ****1+ years of call center or customer service experienceBanking experience is requiredStrong attention to detail and organizational skillsProven ability to multitask in a deadline-driven environmentProficient in Microsoft Office Suite, especially Outlook and MS TeamsExcellent verbal, written, and interpersonal communication skillsTeam-oriented mindset with a customer-first approach

Created: 2025-04-21