Responsible for fulfilling commercial banking client’s service requests and providing resolution for issues related to a broad range of banking services. Includes answering client calls, fax, and email requests accurately and timely: open and close non-consumer accounts according to banking regulations and internal bank policies; perform routine maintenance of accounts such as stop payments; updating signature cards; check copies; etc.; process banking transactions as requested by client to move funds internally and externally using the various banking systems while adhering to all policies and procedures regarding movement of funds; assist client with researching issues related to their treasury management products and services e.g. Lockbox, Ach, Wire Transfer, ARP, Online Banking, remote deposit, etc.
Additional responsibilities for a BRS Representative II:
Manage necessary procedures in conjunction with fraudulent activity on client’s accounts. Research Acct. Analysis billing issues and make necessary adjusting entries. Coordinate TM product fulfillment and implementation through interaction with the BRS Implementation Group. Follow up with clients to assess the satisfaction of the solution implemented. Establish rapport and provide professional, continuous, open communication with internal partners: RM’s, RSS’s, TMO’s, ATMO’s and IC’s and Operations to keep them informed. Identify cross-selling opportunities and communicate leads to the TMO’s. Special projects as assigned by Management.
Ability to speak Spanish REQUIRED
BRS Client Representative I:
High school graduate; at least 2 years of bank operations, retail or direct client servicing experience; good written and verbal communication skills, ability to multi-task; task oriented; knowledge of non-consumer banking products including Treasury Management.
BRS Client Representative II:
1) Good written and verbal communication skills
2) Thorough knowledge of commercial banking products including TM
3) Excellent client satisfaction attitude
4) Ability to prioritize tasks to meet multiple conflicting objectives.
5) Ability to recognize and recommend process improvement opportunities.
6) High School graduate with some college preferred.
7) At least 5 years of relevant experience with 3 years direct commercial client servicing.