TS Customer Service Representative
Job Description
SUMMARY: The Treasury Solutions Customer Service Representative is responsible for servicing incoming calls at an expert level for Treasury Solutions clients. While handling mostly Level I calls for Treasury Solutions clients, this position also includes the handling of more complex calls / problems that may not fall within the familiarity of the Bank's Client Care Center.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Represents Treasury Solutions appropriately including being prompt and accurate with all responses and following up when necessary with the correct responses.
- Takes full ownership of any unresolved problems, until a proper handoff or resolution occurs.
- Escalates to Level II and Level III as appropriate, communicating within the Treasury Solutions Division.
- Ensures that Treasury Solutions clients receive an exceptional level of service creating the ultimate client experience.
- Works, when necessary, with other divisions within BankUnited for any calls misdirected to the Treasury Solutions support line.
- Assists with clerical and other department tasks as needed.
- Reviews customer emails and writes timely and professional responses to their questions or routes them to the appropriate divisions as needed.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
HS Diploma required Bachelor's Degree preferred
EXPERIENCE
- 0-3 Years of Call Center experience including at least 2 years of Commercial products required
- Treasury Management/Cash Management products experience required
KNOWLEDGE, SKILLS AND ABILITIES
- Knowledge of Treasury Management/Soluttions' core products is a requirement.
- Bilingual candidates preferred but not required.
ADDITIONAL KNOWLEDGE, SKILLS AND ABILITIES
* Knowledge of Treasury Management/Soluttions' core products is a requirement.
* Bilingual candidates preferred but not required.
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Date Posted
09/24/2022
Views
6
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