Business Service Center Advocate I

General Overview

Seeking a Business Center Advocate to provide day-to-day service and technical support to business banking clients utilizing treasury and cash management products. This position assists clients and internal banking partners with questions, troubleshooting, account research, and education related to treasury management services.

Responsibilities

• Provide support for treasury and commercial banking products, including online banking, lockbox services, cash vault, remote deposit capture, positive pay, wire transfers, and ACH origination.
• Respond to questions and service requests from business clients, Treasury Management representatives, branch employees, and other internal partners.
• Handle incoming client and internal support calls, including periods of higher call volume.
• Research accounts and system activity to identify and resolve service or product-related issues.
• Guide clients through system functionality and educate them on available features and capabilities.
• Take ownership of service issues from initial contact through resolution, escalating more complex matters when appropriate.
• Maintain current knowledge of applicable products, processes, policies, and procedures.
• Complete additional operational and client support responsibilities as needed.

Requirements

• 1-3 years of customer service experience.
• Basic proficiency in Deposit Operations, Treasury Management, Cash Management, or a related banking function OR bachelor’s degree.
• Ability to work independently and stay organized.
• Previous banking experience preferred.

Pay

$18/hr