Treasury Service Advisor

Company: Disability Solutions
Location: Jacksonville
Posted on: September 29, 2024

Job Description:

Job Description:Under general supervision, provides day-to-day account servicing and resolution of routine to moderately complex operational requests. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality. Responsible for account management (based on requests received) including: handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution. Utilizes expertise to drive results within the established framework of defined processes to resolve complex requests. Interacts continuously and deepens relationships with internal business partners to further enhance client delight. Also responsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank. Solid knowledge of bank systems and navigational skills. Must be client focused, a team player, communicate candidly, able to improve processes, drive for results and take ownership to enhance client delight.Responsibilities:

• Prioritize client requests, case and resolve eligible items.
• Create a case/package for tracking, monitoring and E2E
• resolution as applicable.
• Interacts continuously with clients and internal business partners to further enhance client delight.
• Conduct extensive legal documentation research and respond to client and be able answer questions and inquiries.
• Utilize the various bank systems to support client requests.Requirements:
  • 1-3 years of prior Banking experience, knowledge of Treasury Management products, loans, and prior customer service experience and client interaction.
  • Strong leadership qualities and self-motivated.
  • Great interpersonal skills and positive attitude.
  • Team player who is flexible and has a willingness to learn and adapt to changes. Able to work independent of direct supervision.
  • Must have excellent verbal and written communication skills.
  • General PC, Windows and Excel Knowledge.
  • Works well in a high paced environment.
  • Ability to multi-task while resolving complex issues.
  • Highly organized, adapt at time management, and problem/solving/analytical.Desired Skills:
    • College Degree preferred.Shift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Jacksonville , Treasury Service Advisor, Accounting, Auditing , Jacksonville, Florida