Summary This position is responsible for providing exceptional customer service to Treasury Management (TM) clients by correctly completing product setups, training and provide support to the customers via phone and email.
Responsibilities The Treasury Management representatives provides support to Business Bankers and Treasury by assisting customers in the implementation process for treasury and electronic banking services. Provides complete customer service and support for all services sold within the Treasury Management Department by serving as first point of customer contact. These services include: Banking Accounts, Remote Deposit, Check Positive Pay, ACH Positive Pay, ACH, Internet Banking, Payroll Cards, Merchant Card Services, VISA Credit Cards, Lockbox, and Wires.
- Answer incoming customer phone calls and take appropriate action for each call
- Maintain customer satisfaction ratings based on explicit criteria set forth by the company
- Attend mandatory training sessions to stay updated on product or company policy changes
- Use company policies to determine if there can be an immediate resolution to a customer issue or if that issue requires managerial input
- Input data into the company computer platform to keep each customer record updated
Required :
Four years of customer service experience
Treasury Management knowledge
Preferred :
Banking or financial services industry experience
Education -
Required:
High school diploma or equivalent
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. NLB is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact HR department by sending an e-mail to notifications@nlbservices.com.