Business Service Center Advocate I

Job Description

The Business Service Center (BSC) Service Representative provides exceptional customer support for Treasury Management products, including online banking (savings and checking accounts), lockbox, cash vault, remote deposit, wires, and ACH origination. This role handles 40 inbound calls daily helping with client and internal inquiries, resolves issues through research, educates users on system capabilities, and ensures compliance with all banking regulations.

Essential Functions/Responsibilities:

• Answer customer inquiries relating to bank products and services. Inquires may be received via telephone calls delivered through call routing technology or through digital channels such as email, and online chat

• Recognize sales opportunities and refer clients to sales associates

• Remain current on products, services, policies, and procedures

• Resolve customer inquiries or issues with respect to any loan product offered by the banking company

• Resolve customer issues through account research and utilization of support materials and resources

• Perform customer account transaction and maintenance activities accurately

• Strive for first contact resolution of customer inquiries, transactions, and problem resolution

• Escalate customer requests requiring additional knowledge or expertise as defined by department leadership

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

• 1-3 years of customer service experience

• Data entry skills (First Force preferred)

• Previous banking experience

• Ability to receive 40-50 inbound calls a day

• Ability to receive 30-40 inbound chats a day - Deposit Operations or Cash Management

• Bachelor's degree in related field

• Familiarity with Treasury Management products