Job Directory Treasury F&S Sr Specialist - Technical Services

Treasury F&S Sr Specialist - Technical Services
Dallas, TX

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Job Description

Job Description:

Enterprise Job Description:

First point of contact for inquiries received from high revenue clients via email or phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support. Key Responsibilities - Receive and respond to requests received by email or phone; Provides resolution for requests received via phone or email; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

Business Specific Job Overview:

* Provides support for electronic payments, receipts, etc.. for Treasury clients across multiple products including :Remote Deposit, Image Cash Letter & Image Delivery (CD-ROM)
* Works with internal business partners to escalate any non FCR requests
* Provide Acknowledgment Reports and Confirmation Emails to clients
* Register CD's to retrieve images for clients and business partners
* Assist with password reset and login issues for multiple platforms
* Assist clients with the volume configuration and registration of all CD's when moving data to another computer
* Provide insight and knowledge when assisting with the software installation process
* Process requests to have CD's and other image data sent to the client
* Assist clients with viewing check images and lockbox data
* Provide clients with encryption key information
* Provide technical support for scanners, installations and general troubleshooting within Windows and MAC environments
* Assist clients with browser issues, compatibility issues, environmental challenges and troubleshoot with IT when necessary
* Assist with deposit concerns, such as out of balance deposits, piggy back items, including processing encoding errors when necessary
* Engage and leverage internal business partners to complete or assign process requests for completion
* Provide Acknowledgements, file depositing support and follow-up of adjustment inquiries for Image Cash Letter (ICL) clients

Required Skills:

* 1-2 years of customer service skills and the ability to work with internal and external teams.
* Comfortable working in an inbound call center environment
* Excellent research skills and processes and ability to multitask
* Ability to provide technical guidance and instruction on the use of computer technologies.
* Excellent written, organizational and communication skills, with an emphasis on concise documentation to lower the possibility of a repeat problem.
* Ability to research and resolve issues escalated due to complexity and/or time
* Knowledge of current technological developments/trends in area of expertise.
* Ability to evaluate client side technologies and identify their potential impact within the existing environment
* Knowledge of a broad range of relevant operating systems, browser, applications, and/or equipment

Desired Skills:

* Knowledge of Treasury Management (Knowledge of CashPro a Plus)
* 1-2 years of Technical Services / Help Desk experience

Posting Date: 07/11/2019

Location: Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST, - United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Weekly Schedule: Monday - Friday, 8:30am - 5:30pm CST

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