Job Description

About the Role
Title:
Financial Services Customer Onboarding Support Representative
Location:
Minnetonka, MN, USA
Contract
Remote
Job Description:
We are currently supporting a large transition project for one of our large banking clients following an acquisition.
This would be a 100% remote 4 month contract position.
Customer Onboarding Call Center Representatives:
This team will assist Cadence customers who are being transitioned to our client-many of whom didn't request the change-so the work requires a calm, patient, and customer-first approach. Support includes helping customers get logged in, confirming balances,
ensuring payments are functioning, and addressing changes to Treasury Management and
Cash Management services (ACH, wires, etc.). Most of these are business/commercial clients.
Job Description Summary:
The TM Technical Training Support Assoc shall be responsible for taking business customer servicing calls and providing technical support for Treasury Management products. This role assists with escalated customer support and is considered Tier 2, or advanced technical support for complex problems. Duties and Responsibilities: Under minimum supervision, performs a variety of assignments that are moderately complex and require detailed knowledge of company and/or department procedures.
Provides service and product support to the Treasury Management segment via phone and email.
Responsible for identifying, researching, analyzing and resolving complex problems where multiple non-standard solutions are available.
Prioritizes service issues and ensures they are completed as first call resolution via a recognized/accepted resolution by the customers.
Maintains up to date knowledge on products, services, departmental systems and related technology, policies and procedures.
Perform tasks to mitigate risk by activating and deactivating high risk product services (i.e. teller positive pay, etc.) and reporting potential fraud or suspicious activity. Basic Qualifications:
Basic computer and Microsoft Excel knowledge
Excellent spoken and written communication skills
Ability to learn/teach basic and complex processes
Previous call center environment experience of 1 year or more
Treasury management experience of 1 year or more Preferred Qualifications:
Experience with Treasury Management products specifically, Online Banking, ACH, Wire, Remote Deposit Capture, Business Security products like ACH and Check Positive Pay
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
Employee Type:
Contract
Remote:
Yes
Location:
Minnetonka, MN, US
Pay Range:
$18 - $20 per hour