Business Banking Customer Service Representative – Treasury Management Support

Be Part Of A High-Performing Team

Join a customer-focused financial services organization dedicated to helping businesses manage their banking activities efficiently and securely. The Business Service Center provides essential support for commercial banking and Treasury Management services, ensuring business customers receive reliable assistance with their financial transactions, digital banking platforms, and account-related inquiries.

This team plays an important role in maintaining strong client relationships by delivering responsive service, resolving operational issues, and helping businesses navigate banking products and technology. The environment is service-driven and requires individuals who enjoy problem-solving, communicating with customers, and working collaboratively with banking professionals.

What's In Store For You

• Work Location: 100% Onsite – Hamilton, OH

• Schedule:Full-time, 40 hours per week.

• Engagement:W2 only (no C2C/1099).

• Contract Opportunity:Initial six-month assignment with potential for contract-to-hire consideration.

• Professional Exposure:Gain hands-on experience supporting commercial banking clients and Treasury Management products.

• Career Development:Opportunity to strengthen knowledge of business banking operations, electronic payments, and digital banking services.

How You Will Make An Impact

• Serve as a primary contact for business banking customers and internal banking teams, providing assistance with account inquiries, financial services, and digital banking solutions.

• Support commercial banking products, including online banking, ACH payments, wire transfers, Remote Deposit Capture, Positive Pay, lockbox services, and cash management solutions.

• Handle inbound customer calls, investigate service requests, and deliver timely, accurate resolutions while maintaining a professional customer experience.

• Research account activity, identify transaction-related issues, and use internal systems and resources to troubleshoot customer concerns.

• Educate business customers on banking platforms, available services, and system functionality to improve their overall banking experience.

• Coordinate with Treasury Management representatives, branch personnel, and other internal departments to address complex service requests.

• Take ownership of customer concerns from initial contact through resolution, escalating issues when specialized assistance is required.

• Maintain current knowledge of banking procedures, operational guidelines, regulatory requirements, and customer service standards.

• Accurately document customer interactions and support activities while following established financial services compliance practices.

• Assist with additional administrative and operational responsibilities that contribute to efficient service center operations.

Requirements

Do You Bring Proven Success In Customer Service And Business Banking Support?

• 1–3 years of customer service experience, preferably in a banking, financial services, or high-volume customer support environment.

• 1–3 years of deposit operations or cash management experience, or a bachelor's degree.

• Basic proficiency with Microsoft Word, Microsoft Excel, and general computer applications.

• Ability to manage inbound customer inquiries, investigate issues, and provide clear explanations and solutions.

• Strong verbal and written communication skills, with a customer-focused and professional approach.

• Ability to multitask, maintain accuracy, and remain organized while handling competing service requests.

• Demonstrated problem-solving skills and willingness to take responsibility for customer issue resolution.

• Self-motivated, dependable, and comfortable working independently while collaborating with internal teams.

• Willingness to learn commercial banking products, digital banking systems, and Treasury Management services.

• Ability to follow established policies, procedures, and regulatory requirements.

Preferred Qualifications

• Previous experience in retail banking, commercial banking, Treasury Management, or financial services customer support.

• Familiarity with ACH transactions, wire transfers, deposit services, or commercial online banking.

• Experience in a call center, banking operations support center, or similar customer-facing environment.

• Previous clerical, administrative, or data entry experience.

• Exposure to banking compliance requirements, including BSA, AML, and OFAC.