Transaction Banking Consultant

Rate: $25-28/hour

• Register customer data into proprietary system in a timely manner.
• Conduct set up in systems and handle inquires from customers mainly by email communication.
• Obtain sufficient knowledge regarding the bank's cash management products and services.
• Manage customer entries into our billing database for the purpose of generating invoices.
• Collaborate with our back office operations, Deposit & Clearing, and Investigations departments for wire transfer issues and inquiries.
• Work together and problem solve along with our Product team to assist in resolving issues.
• Develop strong knowledge of internal policies and procedures in order to effectively execute processes.
• Keep close communication with the Client Service team on daily tasks and progress.
• Answer and address customer inquiries related to our cash management products, in cooperation with the Client Service team.