Business Service Center Advocate
Listed on 2026-10-30
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Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Do you enjoy helping people, solving problems, and making a difference in customers’ everyday experiences? Are you seeking an opportunity to grow your career in the banking industry while developing valuable skills in business and treasury‑management services?
We are seeking a motivated, customer‑focused Business Service Center Advocate to join a team dedicated to delivering excellent customer service. This role offers the chance to support business clients, collaborate with internal banking partners, and gain hands‑on experience with a wide range of financial products and services.
If you are a strong communicator who enjoys troubleshooting, learning new systems, and providing exceptional service, this position could be the perfect next step in your career.
Key Responsibilities
What You’ll Do- Serve as a trusted resource: Respond to inquiries from business clients, Treasury Management clients, and internal banking partners about bank products and services.
- Deliver exceptional customer service: Handle incoming calls, answer questions, resolve concerns, and educate clients on system capabilities, creating a positive customer experience.
- Apply problem‑solving skills: Research accounts, troubleshoot issues of varying complexity, and use available resources to provide timely, effective solutions.
- Take ownership: Manage customer issues from start to finish, ensuring concerns are addressed and follow‑up is completed.
- Support business‑banking solutions: Assist with Treasury Management products and services, including Commercial Online Banking, Lock Box Services, Cash Vault, Remote Deposit Capture, Positive Pay, Wires, and ACH Origination.
- Stay informed: Keep up‑to‑date with department products, services, policies, and procedures to provide accurate and reliable support.
- Recognize when to collaborate: Escalate requests that require additional expertise or assistance in line with department guidelines.
- Contribute to team success: Perform additional support functions assigned by leadership and work independently to help achieve departmental goals.
Requirements
What We’re Looking For- Demonstrated strong customer‑service and communication skills, with the ability to interact professionally with business clients and internal team members.
- Proficiency with basic computer applications, including Microsoft Word and Excel.
- Strong problem‑solving abilities and experience researching account information to resolve customer concerns. Ability to quickly learn banking products, services, systems, policies, and procedures.
- Self‑motivated and dependable, capable of working independently and taking ownership of assigned responsibilities.
- Excellent organizational skills with keen attention to detail.
- A customer‑first mindset and a commitment to delivering exceptional service.
- Ability to manage incoming calls and prioritize tasks in a fast‑paced environment.
- Customer Service: 1–3 years of experience (required).
- Deposit Operations or Cash Management: 1–3 years of experience (preferred).
- Education: Bachelor’s degree (preferred) as an alternative to Deposit Operations or Cash Management experience.
- Banking: Prior banking experience (preferred).
- Administrative: Clerical or data entry experience (preferred).
- Competitive compensation: $19.50 per hour.
- Valuable industry experience: Gain knowledge of banking operations, Treasury Management, and business financial services.
- Career development: Strengthen customer‑service, technical troubleshooting, and problem‑solving skills.
- Meaningful customer interactions: Assist business clients in navigating banking products and resolving key…
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