Client Support Advisor Banking

Kforce Inc

Phoenix, AZ

JOB DETAILS
SKILLS
Accounting Software, Analysis Skills, Authentication, Banking Operations, Banking Services, Cash Management, Communication Skills, Customer Relations, Customer Support/Service, Economics, Finance, Foreign Exchange (FX), Identify Issues, Intuit Quickbooks, Online Banking, Problem Solving Skills, Product Support, Resolve Customer Issues, Risk Analysis, Software Administration, Technical Support, Treasury
LOCATION
Phoenix, AZ
POSTED
30+ days ago

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

About the Company

K

Kforce Inc

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.

 

Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Financial Services
FOUNDED
1962
WEBSITE
http://www.kforce.com/