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Client Support Advisor

Company: Global Technical Talent
Location: Tempe
Posted on: February 16, 2020

Job Description:

Job Description: Client Support Advisors (CSAs) serve as the primary contact for commercial banking clients online, mobile and product technical support and service related needs. CSAs are accountable for client training, technical troubleshooting, researching and resolving client issues. Setting client expectations and delivering consistent follow up with our clients is a critical deliverable in this role. In coordination with internal business partners and/or vendor partners, the CSA is accountable for facilitating and delivering a end to end client experience. Primary Responsibilities: CSAs have demonstrated experience in relationship management. This includes the ability to identify client problems/issues, to identify product and service cross-sell opportunities and influence client migration from paper-based to electronic platform delivery. Accountability for understanding and adhering to bank policies, procedures, legal and compliance requirements are critical components in this role. . Collaboration with a broad spectrum of business partners is imperative to delivering on the client experience and contributing to the firm wide net promoter (NPS) strategy. CSAs proactively provide client feedback on product functionality and client experience to product team colleagues. Accountability also includes decision-making related to commercial banking client account overdrafts, product limit increases, signature verifications, wire amendments, account maintenance and all other service and channel related research. Skills and Requirements: Demonstrated client advocacy in a direct client contact role over the telephone and/or face to face client interactions is required. Knowledge of bank/credit union/and/or broker dealer products is preferred. Product knowledge in terms of direct send (transmission), depository products (DDA, Remote Deposit Capture, Account Analysis), cash management products (Bill Pay, Lockbox, Controlled Disbursement, Positive Pay, Sweep), risk mitigation (ACH blocks/filters), investment products, and/or international products (Letters of Credit, foreign exchange, multi-currency accounts) is a plus. Demonstrated experience in client service management. Excellent verbal and written communication skills with the ability to succinctly convey an issue and resulting outcome to clients and internal business partners is key to this role. Bachelor's degree is preferred. Typically requires minimum 3+ years working experience in banking, financial services, finance/treasury/analytics role in public or private/not for profit sector. - provided by Dice

Keywords: Global Technical Talent, Phoenix , Client Support Advisor, Accounting, Auditing , Tempe, Arizona

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