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Kelly · 3 days ago

Treasury Management Representative

Dallas, TX

Full-time

Onsite

Mid Level

$20.32/hr - $20.32/hr

4+ years exp

Kelly is a leading staffing agency dedicated to connecting people with great job opportunities. They are seeking a Treasury Management Representative to manage inquiries and resolve customer issues in a fast-paced financial environment.

OutsourcingProfessional Services

No H1B

Responsibilities

Responding to telephone, email and fax inquiries from corporate customers, account officers, treasury management sales officers, relationship specialists, branches and other internal departments

Resolving Treasury Management customer issues quickly and creatively while focusing on quality and achieving market driven service levels

Utilize 20+ internal client applications/systems to obtain/research information

Identifying qualified product referral and closed sales that contribute to the revenue stream

Handling customer inquiries, high level issues, and problem resolution of our client’s national/international customers in all markets and time zones encompassing all lines of business and specialty industries

Responding to inquiries and troubleshooting issues related to TM products/services including the client portal, mainframe/internet transmissions, and sophisticated TM software/hardware for TM customers

Handling a high volume of inbound calls in a fast-paced environment and processing requests within an established service level

Walking customers through over 40 products and services and how to use them

Completing documentation, case management, research, and copying statements post-call