Sr Service Specialist - NATSO

Responsibilities

• First point of contact for inquiries received from Treasury clients via phone, email, or online channels regarding treasury, cash management, card, merchant, and depository products.
• Analyze and determine appropriate handling and resolution of requests.
• Perform quality assurance to ensure high risk processes are completed according to written procedures.
• Partner with internal business partners (Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.
• Deepen relationships with business partners and clients through quality customer service and responsiveness.
• Conduct research using various bank systems to enable response to client questions and inquiries.

• Spanish required, Portuguese a plus.
• 1-2 years of banking/financial industry experience.
• 1+ years of experience working with customers.
• Strong attention to detail, oral & written communication, active listening, time management, critical thinking, relationship building, collaboration, quality assurance, problem solving, multitasking.
• Microsoft Outlook, Excel, PowerPoint, Word, and Co‑Pilot skills.
• Analytical thinking, claims management, customer focus, oral & written communication, account management, adaptability, coaching, collaboration, executive presence, stakeholder management.

Shift: 1st shift (United States of America). Hours per week: 40.

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