Technical Customer Support Representative

Overview

This position is responsible for performing various functions within the Treasury Management Group.

Principal Duties & Responsibilities: 

• Follows policies and procedures and exercises good judgment to ensure client privacy, Bank security and fraud/loss prevention. • Assists supervisor in departmental cross training when necessary.• Troubleshoots and solves problems within Treasury Management by following all policies, procedures and processes. • Provides full customer support, including, but not limited to forgotten passwords, one-time pass code or other security methods, installation and/or reinstallation of product software or device drivers, file testing assistance, client training, and etc. on all Treasury Management products and services that are supported by the department and received via the various contact points (phone, email, Salesforce, system platforms, etc.). • Establishes and maintains customer set-ups, products, functions and investigations. • Actively and accurately participates in product testing, and conversions, as needed and required. • Provides onsite or verbal (conference call) training, installation and service of Treasury Management products.• Communicates effectively within the department and with other departments at the Bank. • Maintain knowledge of compliance, risk and banking regulations. • Maintain a high degree of confidentiality with customer information.

Qualifications

• 2-4 years experience supporting or working in financial institutions lending department, treasury management department or previous banking experience. Required
• Some working knowledge of Treasury Management products and systems required.
• Must be detail-oriented, organized and must have strong time-management skills.
• Understanding of treasury and cash management products, governing regulations, internal and audit policies and procedures.
• Strong math, analytical and problem solving skills.
• Proficiency in Microsoft Word, Excel, and PowerPoint applications required.
• Excellent verbal and written communication skills for effective interaction with clients.
• Strong attention to detail.
• Good technical skills in order to effectively inform clients about products and service.

Education

• High School Diploma or GED equivalent required.
• Associate's Degree in Business Administration or equivalent preferred.

Special Instructions to Candidates

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com. 

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