Kforce has a client in Phoenix, AZ that is seeking a Client Support Advisor (Banking) who will serve as a trusted support partner to business clients-helping them navigate banking platforms, troubleshoot issues, and better understand the tools that keep their businesses moving. Summary: Are you a finance or economics graduate who enjoys helping clients, solving problems, and learning how modern banking and payments really work? This is an excellent opportunity to build a strong foundation in banking operations, treasury services, and cash management while working directly with clients and gaining exposure to a wide range of financial products and technologies. Duties: Serve as a client-facing point of contact to support day-to-day banking and treasury service needs Assist clients with online banking access, including password resets, user administration, navigation, and multi-factor authentication support Support depository products such as checking (DDA), money market accounts (MMA), certificates of deposit (CD), account analysis, check clearing, and mobile/remote deposit capture Provide navigation and research support for domestic and international wire payments Assist with cash management products including ACH services, bill pay, lockbox, positive pay, investment cash sweep, and international solutions (letters of credit, foreign exchange, multi-currency accounts) Help troubleshoot accounting software integrations, with a strong focus on QuickBooks synchronization Support fraud monitoring activities and assist with risk identification and resolution, including ACH blocks and filters Provide technical assistance with payment file imports and transaction troubleshooting * Deliver a high standard of customer service through clear communication, responsiveness, and problem-solving
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