Analysis Skills, Banking Services, Call Centers, Cash Management, Communication Skills, Customer Support/Service, Customer Training, Detail Oriented, Equal Employment Opportunity (EEO), Establish Priorities, Financial Risk, Financial Services, Genetics, Identify Issues, Medical Conditions, Military, Operational Support, Reconciliation, Regulatory Compliance, Resolve Customer Issues, Risk Management, Sales, State Laws and Regulations, System Operations
Description
Responsibilities
- Serves cash management customers by taking telephone and email inquiries, research and training clients on cash management products.
- Provides product/service information by answering questions & offering assistance.
- Independently services both internal and external customers on a wide variety of cash management products, services and technical issues.
- Research problems and provide customer with resolution within established timeframes.
- Work with various operational support staff in the reconciliation of client problems while attempting to limit future occurrences.
- Proactively advise management of impending problems or obstacles to meeting service standards.
- Expected to help minimize financial risk to the bank.
- Maximize customer opportunity by referring opportunities to Sales that are identified during the service process.
- Diagnose, prioritize, resolve and/or escalate all technical, system, or procedural issues related to Access Money Manager, EZ Deposit, File Transmissions, ACHieve, SweepNet etc.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Incumbent must have in-depth knowledge of the financial services industry and Cash Management products (including regulatory and compliance), systems and operations to successfully respond to customer needs and meet established timeframes.
- Minimum 5 years banking and customer service minimum experience, call center experience is highly preferred.
- Strong communication skills.
- Analytical skills and the ability to recognize trends.
- Exercise considerable independent judgment.
- Attention to detail.
- Pro-active attitude.
- Quick to learn.
Hours & Work Schedule
- Hours per Week: 11:00am - 4:00pm (days and hours are subject to change)
- Work Schedule: Tuesday - Saturday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
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Citizens Financial Group Inc