Client Support Advisor; Banking

Position: Client Support Advisor (Banking)
Kforce has a client in Phoenix, AZ that is seeking a Client Support Advisor (Banking) who will serve as a trusted support partner to business clients-helping them navigate banking platforms, troubleshoot issues, and better understand the tools that keep their businesses moving.

Summary:

Are you a finance or economics graduate who enjoys helping clients, solving problems, and learning how modern banking and payments really work? This is an excellent opportunity to build a strong foundation in banking operations, treasury services, and cash management while working directly with clients and gaining exposure to a wide range of financial products and technologies.

Duties:

* Serve as a client-facing point of contact to support day-to-day banking and treasury service needs

* Assist clients with online banking access, including password resets, user administration, navigation, and multi-factor authentication support

* Support depository products such as checking (DDA), money market accounts (MMA), certificates of deposit (CD), account analysis, check clearing, and mobile/remote deposit capture

* Provide navigation and research support for domestic and international wire payments

* Assist with cash management products including ACH services, bill pay, lockbox, positive pay, investment cash sweep, and international solutions (letters of credit, foreign exchange, multi-currency accounts)

* Help troubleshoot accounting software integrations, with a strong focus on Quick Books synchronization

* Support fraud monitoring activities and assist with risk identification and resolution, including ACH blocks and filters

* Provide technical assistance with payment file imports and transaction troubleshooting

* Deliver a high standard of customer service through clear communication, responsiveness, and problem-solving
* Bachelor's degree in Economics, Finance, or a closely related field (highly preferred)

* Strong interest in client-facing work and willingness to actively engage with customers

* Excellent customer service, communication, and interpersonal skills

* Strong attention to detail with an aptitude for learning new systems and financial products

Ability and willingness to learn banking, treasury, and payment-related tools, including:

* Online banking platforms and administration tools

* Cash management and payment products

* Wire payments, ACH, and fraud-prevention features

* Merchant services and business credit/debit card fundamentals

* Payment processing and file import troubleshooting

This Role Offers:
This position offers hands-on exposure to real-world banking operations, payments, and cash management solutions-making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology. This role starts as a contract position for one year with potential to convert to FTE with Kforce's client thereafter. The role require one day a month in office and can be performed remotely otherwise.