Treasury Management Customer Service Associate

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

The Responsibilities

• Serves as primary contact via phone, for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensures client satisfaction.
• Acts as liaison between client and other Bank units to resolve problems and comply with client requests.
• Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts.
• Facilitate and deliver virtual training conference calls.
• Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements.
• Provide feedback and collaborate with subject matter experts to ensure training materials and methodology are up-to-date and relevant, to guarantee a positive and seamless client experience.

The Qualifications

• Strong Treasury, Customer Service, and call center experience.
• Proficiency in accounting principles, Internet usage, Microsoft Office, PC for Windows, and SAP software.
• Ability to comply with Bank and Industry Codes of Conduct.
• Experience with ERP platforms and administration through educational workshops.

This is the pay range that Magnit reasonably expects to pay for this position: $22.00/hour - $25.00/hour

Benefits: Medical, Dental, Vision, 401K