Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint , Teams and SharePoint).
Demonstrated ability to identify and resolve client issues with follow-up as needed.
Strong ability to multitask and maneuver between multiple system to provide client support.
Excellent verbal and written communication skills with the ability to succinctly convey an issue and resulting outcome to clients and internal business partners via phone or email. Basic understanding and expanding knowledge of internal certifications of processes, procedures and guidelines related to essential functions. High School diploma or GED.
Must have 3 or more years of client/customer service experience.
Have at least 2 years of banking experience ( Retail or Commercial banking preferred).
“Tech savvy” with a knowledge of various browsers is a plus! Experience with payments processing/API’s/platforms is a HUGE plus! Proficient in Microsoft products (CRM, Outlook), database applications, workflow platforms and/or analytics tools, is a plus.
Knowledge of bank/credit union/and/or broker dealer products is preferred. Product knowledge in terms of direct send (transmission), depository products (DDA, Remote Deposit Capture, Account Analysis), cash management products (Bill Pay, Lockbox, Controlled Disbursement, Positive Pay, Sweep), risk mitigation (ACH blocks/filters), investment products, and/or international products (Letters of Credit, foreign exchange, multi-currency accounts) is a plus.
A must: willingly shares credit for wins and successes with ones’ teammates. Bachelor's degree is preferred. Typically requires minimum 3+ years working experience in banking, financial services, finance/treasury/analytics role in public or private/not for profit sector.