Treasury Management Representative

Comerica - Livonia, MI

Full-time

Livonia, MI

Credit Intermediation and Related Activities

About the position

The Treasury Management Customer Service Representative (TMR) I is responsible for addressing inquiries from corporate customers and internal departments through various communication channels. This role focuses on resolving customer issues related to Treasury Management products and services while maintaining high service quality and achieving market-driven service levels. The TMR serves both national and international customers, handling a high volume of calls in a fast-paced environment and contributing to revenue through product referrals and sales.

Responsibilities

• Independently respond to and resolve customer issues quickly and creatively while focusing on quality.
• Resolve and troubleshoot technical inquiries/issues related to sophisticated Treasury Management products/services.
• Utilize 20+ internal Comerica applications/systems to obtain/research information.
• Provide basic customer product training and respond to 'how to' questions.
• Recognize and respond to 'red flags' related to fraud or high-risk situations.
• Understand and meet personal KPM objectives and contribute to department KPM goals.
• Contribute to the revenue stream generated by cross-selling/up-selling opportunities.
• Participate in projects including outbound calling campaigns and system migrations.

Requirements

• High school diploma or GED.
• 2 years of customer service experience.
• 2 years of retail, financial sales, or call/contact center experience.
• 2 years of experience with Microsoft Outlook applications, systems data entry, and internet search.

Nice-to-haves

• Bilingual skills to service customers in Spanish-speaking countries.