Treasury Management Support Specialist

Calculated Hire; Chicago (IL); On-site; USD 42,000 - 54,000; Full time

Job summary

Calculated Hire in the United States is seeking a Customer Support Representative for its Business Service Center. This role supports Treasury Management products, assists business clients and internal partners, and serves as a primary contact for questions, troubleshooting, and client education.

The ideal candidate is customer-focused, comfortable in a fast-paced environment, and able to own client needs from initial contact to resolution, while maintaining professionalism and accurate

Qualifications

• 1+ year of customer service, client support, operations, or related professional experience.
• Strong verbal and written communication skills.
• Comfortable speaking with clients over the phone and handling inbound call volume.
• Strong computer skills and ability to learn multiple systems.
• Strong problem-solving, attention to detail, and organizational skills.

Responsibilities

• Respond to inbound inquiries from business clients and internal partners regarding Treasury Management products and services.
• Provide support for products such as Commercial Online Banking, Lockbox Services, Cash Vault, Remote Deposit Capture, Positive Pay, Wires, and ACH Origination.
• Research and resolve client questions and issues using internal systems, resources, and documentation.
• Take ownership of client issues from initial contact through final resolution.
• Escalate more complex issues to the appropriate internal teams when needed.
• Handle inbound call volume while maintaining a high level of professionalism and customer service.
• Educate clients and internal partners on available products, system functionality, and best practices.
• Maintain knowledge of relevant products, processes, policies, procedures, and systems.
• Document client interactions and resolutions accurately.
• Perform additional operational and customer support responsibilities as needed.

Skills

Verbal and written communication

Customer service

Problem-solving

Job description

Calculated Hire in the United States is seeking a Customer Support Representative for its Business Service Center. This role supports Treasury Management products, assists business clients and internal partners, and serves as a primary contact for questions, troubleshooting, and client education.

The ideal candidate is customer-focused, comfortable in a fast-paced environment, and able to own client needs from initial contact to resolution, while maintaining professionalism and accurate