Customer service Representative- Banking
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-02-01
Listing for:
EmployVision
Full Time
position Listed on 2026-02-01
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
- Act as the day-to-day client contact for services relating to Treasury Products.
- Resolve queries about the following Treasury products;
Online banking with wires, Remote Deposit Capture, Bill Pay, and other products as assigned. - Provide first level support to internal/external customer support for all Treasury Management and business clients, as necessary.
- Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, billing issues, etc. Also provides information on client transaction accounts and other general banking needs.
- Ensure appropriate Treasury Management documents and agreements are properly completed and executed prior to implementation.
- Provide excellent customer service to support and solve internal and external customer issues.
- Proactively time manage internal and external customer expectations when communicating and responding to processing request, instructions, inquiries, issues, voicemails, and emails to help maintain relationships.
- Tracks reported issues for consolidation and potential process or system change.
- Educate clients on account services and capabilities.
- Assist Treasury Management Excellence Center Manager and Team Leads with projects, activities and tasks.
- Prepares reports daily, monthly, quarterly and as needed.
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