Business Service Center Advocate

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

Ready to Build Your Career in Banking and Business Services?

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.

Education and Experience – Business Service Center Advocate

Qualifications

• 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).

Benefits & Pay

What’s in It for You?

• 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 account‑related issues.
• Collaborative work environment: Partner with Treasury Management Officers, branch staff, and other banking professionals to deliver effective solutions.
• Professional growth: Build transferable skills that support a long‑term career in banking and financial services.

Ready to Take the Next Step?

If you’re passionate about helping customers, enjoy solving problems, and want to expand your knowledge of banking and business services, we’d love to hear from you.

Join a team where customer delight is the goal and your commitment to exceptional service makes a difference. Take the next step toward becoming a Business Service Center Advocate and building your future in financial services.

About InnoSource

InnoSource has been Putting Passion to Work for over 25 years. We care about our associates and our clients, and we aim to deliver for both. This means connecting each individual with the best long‑term career fit based on unique skills and needs, and guiding you through the process along the way.

Pre-Employment Checks

As part of our hiring process, InnoSource may obtain a background check (known as a "Consumer Report") from a Consumer Reporting Agency. This report will include a criminal records check and may also include verification of your Social Security number, driving record, education and/or employment history, credit history, or other background information. A drug and/or nicotine screen may also be required.

By “Submitting” this application/form you are opting-in/signing up for texts, you consent to receive communication via text messages from InnoSource, Inc. at the number provided, including messages sent by an auto dialer. Message and data rates may apply. Message frequency varies. Privacy Policy and Terms .

Equal Opportunity Employer – Age/Race/Color/Sex/Sexual Orientation/Gender Identity/Disability/Veteran

InnoSource has been Putting Passion to Work for over 25 years. We care about our associates and our clients, and we aim to deliver for both. This means connecting each individual with the best long‑term career fit based on unique skills and needs, and guiding you through the process along the way.

Application Assistance

If you are an individual with a disability and need assistance in the application process please contact 614-775-1400 or email [e-mail] .
We are an equal Opportunity Employer – Age / Race / Color / Sex / Sexual Orientation / Gender Identity / Disability / Veteran.