Service Representative II - Treasury Management

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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About this role

Service Representative II - Treasury Management Los Angeles, California SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve outstanding issues. Manages customer relationship by attaining permanent resolution to issue, which includes assessing the cause of issue and recommending additional products/services. Provides consultative input to Operation and Product Management for problem resolution or prevention. Performs operations and administrative functions for unit under minimal supervision. Keeps abreast of new and changes to existing products and services. WHAT WILL YOU DO? Serves as primary contact for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensures client satisfaction. Acts as liaison between client and other Bank units to resolve problems and comply with client requests. Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts. Prepares monthly and quarterly management reports, utilizing various PC software including spreadsheet, database, analytical and graphics software packages and completes other spreadsheet analytical and research projects as assigned. Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity. Facilitate and deliver virtual conference calls and/or

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