Manage client support team handling complex cash management service inquiries and ensuring client satisfaction. Oversee team performance and enhance platform processes while ensuring compliance.
Responsibilities
Lead the client support team in resolving complex inquiries related to online cash management services.
Serve as an escalation point for high-priority client issues, ensuring timely and satisfactory resolution.
Collaborate with CM Business Analysts and Product Manager to troubleshoot platform issues and implement enhancements.
Monitor system performance and client usage trends to identify opportunities for improvement.
Develop and maintain standard operating procedures (SOPs) for client support and platform administration.
Ensure compliance with internal controls, risk management policies, and regulatory requirements.
Track and report on key performance indicators (KPIs) related to client satisfaction, issue resolution, and platform adoption.
Foster a culture of client-centricity, accountability, and continuous improvement.
Cross-sell Cash Management services and support all functions within the CM Support Center function.
Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks.
Requirements
2-4 Years Experience in Financial Institution, Call Center, or Customer Service required
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