Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?

As a Client Service Associate in our dynamic and growing team, you will have the primary responsibility of conducting training sessions for process updates, upskilling, and refresher courses. You will collaborate with client service managers to identify and resolve operational issues through targeted training solutions, and develop and refine processes to enhance efficiency and workflow. This role provides an exciting opportunity to join a fast-paced and challenging area, where you can make a significant impact.

Job Responsibilities:

Conduct comprehensive training sessions for process updates, upskilling, and refresher courses to ensure operational teams remain knowledgeable and effective. Collaborate with client service managers to identify and resolve operational issues through targeted training solutions. Develop and refine processes to enhance efficiency and workflow. Update and maintain policies and procedures to ensure alignment with current practices and regulations. Provide ongoing support to operations by answering questions and offering expertise as needed, specifically in treasury products such as ACH, wire transfers, checks, positive pay, lockbox, vault services, and Deluxe. Perform administrative tasks related to training and process documentation. Support operations by handling cases when necessary to maintain service levels and quality standards. Analyze performance data and provide insights to improve overall operational efficiency and client service delivery. Manage, maintain, and update Policies and Procedures in response to process changes.

Required qualifications, capabilities and skills:

Experience: Minimum of three years in client service, training, operations, or a related field, focusing on client interactions and process improvement. Technical Skills: Proficiency in Microsoft Word, Excel, and PowerPoint; familiarity with CB products and treasury products like ACH, wire transfers, and lockbox. Organizational Skills: Strong organizational and administrative abilities, including managing and updating policies and procedures. Training & Development: Ability to design and deliver effective training programs. Communication Skills: Excellent written and verbal communication skills. Problem-Solving: Strong analytical skills for addressing operational issues. Customer Focus: Commitment to exceptional service and client satisfaction. Attention to Detail: Ensuring accuracy and compliance with policies. Team Collaboration: Ability to work effectively with cross-functional teams. Adaptability: Thrive in a fast-paced, dynamic environment and quickly learn new technologies. Continuous Improvement: Proactively seek process improvements and innovation.

Preferred qualifications, capabilities and skills:

Experience in training and development, with a focus on operational efficiency and client service delivery. Experience with performance data analysis and process documentation.