Treasury Management Support Representative

Job Summary

A company is looking for a Financial Services Customer Onboarding Support Representative.

Key Responsibilities

• Provide service and product support to the Treasury Management segment via phone and email
• Identify, research, analyze, and resolve complex customer problems with multiple non-standard solutions
• Maintain up-to-date knowledge on products, services, and departmental systems while prioritizing service issues for first call resolution

Required Qualifications

• Basic computer and Microsoft Excel knowledge
• Previous call center environment experience of 1 year or more
• Treasury management experience of 1 year or more
• Ability to learn and teach basic and complex processes
• Experience with Treasury Management products is preferred