Customer Service Representative – Treasury Management x3

Zohorecruit; Orland Park (IL); On-site; USD 26,000 - 29,000; Full time

Job summary

Axiom Path is seeking a Customer Service Representative for Treasury Management in Orland Park, IL. The role focuses on delivering a strong client experience to business and Treasury Management customers, with ownership of issues from initial contact to resolution.

This onsite contract runs from October 13, 2026 to April 11, 2027, with a potential contract-to-hire conversion. Expect exposure to commercial banking products and standard W2 employment terms.

Qualifications

• 1–3 years of customer service experience.
• 1–3 years of deposit operations or cash-management experience or a bachelor's degree.
• Basic proficiency with Microsoft Word and Excel.

Responsibilities

• Provide telephone-based support to business and Treasury Management clients as well as internal banking employees.
• Answer questions regarding banking products, services, transactions, and digital system capabilities.
• Research client accounts and operational issues using available systems, documentation, and internal resources.
• Support Treasury Management products including Commercial Online Banking, Lockbox Services, Cash Vault, Remote Deposit Capture, Positive Pay, wire transfers, and ACH origination.
• Take ownership of client issues from initial contact through resolution.
• Escalate complex requests to appropriate subject-matter experts when additional expertise is required.
• Educate clients and internal users on banking processes and system functionality.
• Maintain working knowledge of current banking products, procedures, and compliance requirements.
• Deliver accurate and professional service during periods of fluctuating or high call volume.

Skills

Customer service

Data-entry

Communication skills

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

Customer Service Representative – Treasury Management x3

Orland Park, United States

Axiom Path is an AI-first recruiting and staffing firm delivering RPO, MSP, and direct-hire solutions to enterprise clients across the U.S. Our team of experienced recruiters, supported by purpose-built automation, moves faster and communicates better so clients get qualified talent sooner and candidates get a clear, responsive process from first contact to start date.

Job Description

Be Part Of A Dynamic Team

Join a banking service team focused on delivering a strong client experience to business and Treasury Management customers. This group supports commercial banking clients across a variety of cash-management and digital banking services while partnering closely with Treasury Management Officers, branch employees, and other internal teams.

The environment is well suited for someone who enjoys solving client problems, learning banking products, and taking ownership of issues from initial contact through resolution.

What's In Store For You

• Onsite opportunity in Orland Park, Illinois.
• Pay rate 20/hr
• Contract assignment scheduled from October 13, 2026 through April 11, 2027.
• Opportunity for contract-to-hire conversion.
• Exposure to commercial banking and Treasury Management products.
• Engagement: W2 only (no C2C/1099).
• Opportunity to build experience across banking operations, client service, and digital Treasury Management solutions.

How You Will Make An Impact

• Provide telephone-based support to business and Treasury Management clients as well as internal banking employees.
• Answer questions regarding banking products, services, transactions, and digital system capabilities.
• Research client accounts and operational issues using available systems, documentation, and internal resources.
• Support Treasury Management products including Commercial Online Banking, Lockbox Services, Cash Vault, Remote Deposit Capture, Positive Pay, wire transfers, and ACH origination.
• Take ownership of client issues from initial contact through resolution.
• Escalate complex requests to appropriate subject-matter experts when additional expertise is required.
• Educate clients and internal users on banking processes and system functionality.
• Maintain working knowledge of current banking products, procedures, and compliance requirements.
• Deliver accurate and professional service during periods of fluctuating or high call volume.

Requirements

Are You An Experienced Client Service Professional Ready To Make An Impact?

• 1–3 years of customer service experience.
• 1–3 years of deposit operations or cash-management experience or a bachelor's degree.
• Prior banking experience is preferred.
• Basic proficiency with Microsoft Word and Excel.
• Strong general computer and data-entry skills.
• Comfortable handling inbound telephone calls in a service-oriented environment.
• Strong research, problem-solving, and issue-resolution skills.
• Ability to work independently and take responsibility for resolving client concerns.
• Strong written and verbal communication skills.
• Previous clerical or data-entry experience is preferred.
• Ability to learn Treasury Management products and banking procedures.
• Ability to work within banking compliance standards, including BSA/AML, OFAC, suspicious-activity reporting, and deposit-related requirements.