Business Service Center Advocate

at Insight Global in Orland Park, Illinois, United States

Job Description

Job Description

Job Description:

Insight Global is seeking a Business Service Center Advocate I for a leading financial services client. This individual will serve as a key point of contact supporting business banking and Treasury Management customers. The ideal candidate is customer-focused, highly organized, and comfortable handling a high volume of inbound inquiries while troubleshooting issues and providing solutions. This role offers the opportunity to gain exposure to a variety of commercial banking products, including ACH, wires, online banking, lockbox services, and cash management solutions. Candidates who enjoy client interaction, problem-solving, and building a career within the banking industry will thrive in this fast-paced support environment.

Day-to-Day:

- Respond to inquiries regarding banking products and services

- Support Treasury Management products including Commercial Online Banking, ACH, Wires, Lockbox Services, Cash Vault, Positive Pay, and Remote Deposit Capture

Handle inbound calls from business clients and internal bank employees

- Research and resolve client issues from start to finish

- Escalate more complex requests to appropriate internal teams

- Educate customers on system capabilities and product functionality

- Stay current on department policies, procedures, and banking regulations

- Perform additional operational and support duties as assigned by leadership

- Deliver exceptional customer service focused on client satisfaction and problem resolution

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

- 1-3 years of customer service experience

- Basic Microsoft Word and Excel knowledge

- Basic computer skills

- 1-3 years of Deposit Operations, Cash Management, or related banking experience OR Bachelor’s Degree

- Strong communication and problem-solving skills

- Ability to work independently and remain self-motivated

- Experience handling high-volume inbound calls while maintaining excellent customer service – Prior banking experience

- Prior Treasury Management experience

- Clerical or data entry experience

- Experience supporting commercial banking clients

- Familiarity with ACH, Wires, Positive Pay, Remote Deposit Capture, or Online Banking platforms