Treasury Management Customer Service Representativ

Treasury Management Customer Service Representative

Kelly Services is hiring for Treasury Management Customer Service Representatives in Dallas, TX. Pay: $20.32/hour. Schedule: 8a-5p. Job Summary: The Treasury Management Customer Service Representative (TMR) is a key member of our Treasury Management team responsible for responding to inquiries from corporate clients and internal departments via telephone, email, and fax. TMRs are adept problem-solvers, dedicated to providing high-quality service and resolving complex issues efficiently in a fast-paced environment. This role encompasses service on both a national and international scale, supporting customers across all time zones and lines of business.

Key Responsibilities

• Respond independently and creatively to a high volume of inbound customer inquiries and issues related to Treasury Management products and services, ensuring prompt and accurate resolution.
• Support clients via phone, email, fax, and internal chat, processing requests within established service levels.
• Troubleshoot and resolve issues with TM platforms, such as client portal, mainframe/internet transmissions, and specialized TM software/hardware.
• Manage multiple customer requests, prioritize effectively, and collaborate with team members for a seamless customer experience.
• Provide basic training and support for Treasury Management products, including new and existing service features or enhancements.
• Utilize and navigate 20+ internal applications/systems to research and obtain client information.
• Assist in updating and maintaining Treasury Management procedures and documentation.
• Vigilantly recognize, respond, and escalate urgent issues and security concerns, including potential fraud or high-risk transactions.
• Adhere to customer identity verification protocols before releasing information or processing transactions.
• Contribute to revenue through cross-selling and up-selling opportunities.
• Participate in outbound calling campaigns, system migrations/conversions, and special projects.
• Responsible for balancing general ledger accounts and demonstrating a thorough understanding of debits and credits.

Position Competencies

Functional, analytical, and technical skills with strong technical learning ability. Exceptional problem-solving and drive for results in a customer-centric environment. Excellent communication, listening, and multitasking skills under pressure.

Required Qualifications

• High School Diploma or GED equivalent.
• Minimum 4 years of customer service experience.
• Minimum 3 years in retail, financial sales, or call/contact center roles.
• At least 4 years' experience working with Microsoft Outlook, systems data entry, and internet research.

Other Requirements

• Ability to sit and use a headset for extended periods in a fast-paced setting.
• Availability to manage customer inquiries from international markets (Canada, Mexico, Asia, and more).

Once you apply, you'll proceed to the next steps if your skills and experience look like a good fit. But don't worry—even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more. Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Treasury Management Customer Service Representative today!

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.