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    Treasury Client Support - Taguig, Pilipinas - Axos Business Center Corp

    Axos Business Center Corp
    Axos Business Center Corp Taguig, Pilipinas

    5 araw ang nakalipas

    Default job background
    Buong oras Accounting /Pananalapi
    Paglalarawan
    The Treasury Management Client Services Associate will provide direct assistance, support, client onboarding and customer service to clients utilizing Treasury Management products and services.
    Key Responsibilities:
    • Lead customer training and perform installation of services post onboarding of new Treasury Management Services. Articulate features and benefits to ensure customer understanding and proper use of services.
    • Provide tier 1 client support by answering incoming calls to the Treasury Management client services line. Assist clients and colleagues with inquiries, issues, and trouble-shooting across the full Treasury Management Product suite.
    • Set up new clients, services, accounts, and users on a broad array of treasury management applications, including Online Banking, ACH, Wire, Bill Pay, Remote Deposit, and Positive Pay. Review customer documentation, due diligence and agreements. Seek internal approval for services where needed.
    • Ensure that the implementation and delivery of products and services is completed within agreed upon time frames, adhering to policies, procedures, and regulatory requirements.
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