Banking Services Advocate: Customer-First Support

InnoSource; Cincinnati (OH); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Career development

Professional growth

Collaborative team environment

Treasury Management exposure

Job summary

InnoSource is hiring a Business Service Center Advocate to assist business clients with banking products and Treasury Management services. You will handle inquiries, resolve issues, and educate clients on system capabilities in a fast-paced environment.

The role emphasizes problem solving, independent work, and collaboration with treasury management officers and branch staff. A Bachelor’s degree is preferred and prior banking experience is valued.

Qualifications

• Customer Service: 1–3 years of experience required.
• Bachelor’s degree preferred as an alternative to Deposit Operations or Cash Management experience.
• Banking experience preferred; clerical or data entry experience preferred.

Responsibilities

• Respond to inquiries from business clients, Treasury Management clients, and internal banking partners about bank products and services.
• Handle incoming calls, answer questions, resolve concerns, and educate clients on system capabilities, creating a positive customer experience.
• 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.
• 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 with department products, services, policies, and procedures to provide accurate support.
• Escalate requests that require additional expertise or assistance in line with department guidelines.
• Perform additional support functions assigned by leadership and work independently to help achieve departmental goals.

Skills

Customer Service

Communication

Problem Solving

Independent Work

Education

Bachelor’s degree preferred

Tools

Microsoft Word

Excel

Job description

InnoSource is hiring a Business Service Center Advocate to assist business clients with banking products and Treasury Management services. You will handle inquiries, resolve issues, and educate clients on system capabilities in a fast-paced environment.

The role emphasizes problem solving, independent work, and collaboration with treasury management officers and branch staff. A Bachelor’s degree is preferred and prior banking experience is valued.