Cash Management Service Representative is responsible for providing cash management services to existing and potential business banking clients. Assists clients in various cash management programs while ensuring sufficient balance in the cash flows. Being a Cash Management Service Representative responds to and provides fixes for client issues and questions surrounding relevant products and/or services. Guides clients through onboarding, documentation, and implementation. Additionally, Cash Management Service Representative elevates important or complex inquiries to the appropriate manager, supervisor, or team to ensure they are resolved appropriately. May require a bachelor's degree. Typically reports to a supervisor or manager. The Cash Management Service Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Cash Management Service Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
We are looking for a licensed Commercial Customer Service Representative to join our insurance agency's customer service Solutions team! As the CSR of our Solutions team you'll be responsible for handling day to day service needs of our clients that need a licensed and knowledgeable representative. You will work directly with our Account Executives to support our clients with their audits, claims, mid-term policy changes, and similar policy servicing needs.
Our team is all about utilizing everyone's expertise properly so we can provide the best service possible to our clients. Our Account Executives aim to provide white glove service to our clients so our CSR supports them in their tasks and provides a licensed rep's expertise to our assistants in the Solutions team.
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