What are the responsibilities and job description for the Customer Support in Treasury Management/Banking position at Financial Additions, Inc.?
Financial Additions is recruiting for Treasury/Banking Customer Support Representatives for a 5 month REMOTE project based in Dallas. Must have call-center experience in the banking, finance or related industry, and solid customer service skills. Hours are 7:30am-4:30pm or 10:30am-7:30pm central time. Applicants must live in the U.S.A.
Responsibilites include:
- Answer account inquiries from clients and assist with technical issues (reset passwords, clear cache, etc.) via incoming calls and/or email
- Assist clients with set up of ACH, wires and positive pay
- Research and resolve account discrepancies/issues
- Fulfill service requests
- Escalate issues and follow-up as needed
Qualifications include:
- 2 years in call center environment supporting banking, finance or related industry
- Knowledge of treasury products. including online banking, bill pay, etc.
- Must provide high-quality experience to all callers while adhering to established service standards, operational procedures, and performance goals
- Tech savvy - can easily learn new programs and guide clients on how to use website and online banking platform.
- Great telephone communication skills
- Disciplined/self-starter with some experience working a remote or hybrid schedule
- Spanish bilinugal a plus
- Some college or degree a plus
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