Treasury Management Client Service Representative - Amegy Tower

Amegy Bank of Texas in Houston, TX

  • Industry: Customer Service/Call Center - Help Desk
  • Type: Full Time
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Treasury Management Client Service Representative - Amegy Tower
(

Job Number:



048637
)


Description



  • Provides exceptional customer service to Treasury Management clients by assisting with obtaining legal documentation and resolving errors.
  • Responds to client requests in a timely fashion and must ensure follow-up is completed within established departmental guidelines.
  • Works to identify the root cause of errors and escalates issues as appropriate/needed to supervisor.
  • Keeps abreast of product updates, reading all product documentation.
  • Assists clients with new service requests and identifies cross-sell opportunities.
  • Logs client calls into tracking software, makes changes to existing services, and handles money transfer requests.
  • Makes periodic calls on key clients.
  • Adheres to Bank policies and procedures.
  • May assists with special projects as required.


Qualifications


  • Typically requires a High School degree or equivalent and 2+ years' of directly related experience. Bachelors degree preferred.
  • Broad application of principles, theories, and concepts in applicable discipline.
  • Proficient knowledge of Microsoft office, bank products and services, Treasury Management products/services and associated systems.
  • Strong verbal, written and interpersonal communication and customer service skills.

Schedule


:

Full-time

hours per week
:

40

Work Locations


:

Texas-Houston-TX - Amegy Tower

Treasury Mgmt

Dec 16, 2019

Associated topics: assistance, desktop, front desk, information technology analyst, patient, systems administrator, technical, technician, technician i, technician ii
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