Financial Account Rep. (Banking/Contract) jobs in United States
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Zing Recruiting · 2 months ago

Financial Account Rep. (Banking/Contract)

positionNew York, New York
timeFull-time, Contract
remoteOnsite
seniorityMid Level
date3+ years exp

Zing Recruiting is seeking a Financial Customer Service Specialist for a NYC banking institution. The role involves supporting client onboarding and daily service needs for deposit and treasury products, acting as the main point of contact for assigned clients.

ConsultingHuman ResourcesRecruitingStaffing Agency
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Growth Opportunities

Responsibilities

Support onboarding for deposit and treasury services
Serve as primary client contact and manage service requests
Identify customer needs and ensure a positive experience
Partner with internal teams to resolve issues and escalate when needed
Spot cross-sell opportunities and route to the right teams

Qualification

Banking experienceBanking products knowledgeMicrosoft Office proficiencySalesforce proficiencyTreasury platforms knowledgeAttention to detailMultitasking skillsCommunication

Required

3–5 years of banking experience (customer service or treasury preferred)
Strong knowledge of banking products and procedures
Proficient with Microsoft Office, Salesforce, and banking systems
Strong communication, attention to detail, and multitasking skills
Knowledge of commercial/corporate account types and treasury platforms
HS diploma or GED required

Preferred

Bachelor's degree

Company

Zing Recruiting

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Zing Recruiting is a staffing firm that offers temporary and direct hire services.
location
Warsaw, Indiana, USA
people-size51-200 employees
web-link
https://zingrecruiting.com

Funding

Current Stage
Growth Stage
Company data provided by crunchbase