Client Support Associate - Banking
About The Position
Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Indianapolis, IN, and Dublin, OH. Bankers' Bank is seeking an engaging, professional Client Support Associate to join our team in the Payments & Cash Management department of our Madison, WI headquarters office. This position provides banker to banker customer support to our community bank partners throughout the upper Mid-West, enhancing customer relationships through system support, daily transactions, and prompt, professional attention to customer needs. Position Functions: Payment Support : Provide superior client service through proprietary communication channels Complete daily responsibilities, initiate client transaction requests and resolve client issues through various payment platforms Build and maintain strong client relationships to include documenting interactions and correspondence within Client Relationship Management software platform Complete client correspondence requests received via email or physical Communicate effectively with clients and team members Be knowledgeable of Payments and Cash Management product suite Ensure procedure accuracy is maintained Participate in annual department business c ontingency and disaster recovery Performs Payment and Cash Management department project-related assignments. Administration: Perform daily posting of transactions to include account management and international money services Perform exception processing and create reconciliation summary of account balances/postings Maintain current procedures and participate in contingency testing
Requirements
- experience providing outstanding professional customer service
- preferably hold an Associate degree or equivalent combination of education and experience sufficient to perform the position functions of the job
- experience in banking, finance, accounting, client support or other combination of education and experience to perform position functions of the job
- previous experience providing client service
- demonstrate ability to multi-task and adopt to evolving technologies
- proficient in Microsoft and Adobe programs and is adept in learning proprietary systems
Responsibilities
- Provide superior client service through proprietary communication channels
- Complete daily responsibilities, initiate client transaction requests and resolve client issues through various payment platforms
- Build and maintain strong client relationships to include documenting interactions and correspondence within Client Relationship Management software platform
- Complete client correspondence requests received via email or physical
- Communicate effectively with clients and team members
- Be knowledgeable of Payments and Cash Management product suite
- Ensure procedure accuracy is maintained
- Participate in annual department business c ontingency and disaster recovery
- Performs Payment and Cash Management department project-related assignments
- Perform daily posting of transactions to include account management and international money services
- Perform exception processing and create reconciliation summary of account balances/postings
- Maintain current procedures and participate in contingency testing
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
