Senior Customer Service Representative Specialist – Treasury Management Client Care (Remote, U.S. Shift)

About careerzynith and the Opportunity

At careerzynith, we believe that exceptional service is the cornerstone of lasting client partnerships. As a forward-thinking financial services organization, careerzynith delivers a comprehensive suite of treasury management, banking, and corporate financial solutions to businesses across the United States. Our reputation has been built on a simple promise: to provide every client with personalized, accurate, and timely support that empowers their financial operations to thrive.

We are united in our commitment to delivering the best possible experience for our customers. Every day, our teams work collaboratively across departments, geographies, and time zones to foster an inclusive, supportive workplace where every employee feels respected, valued, and empowered to contribute meaningfully to careerzynith's continued success. When you join careerzynith, you join a culture that invests in your growth, celebrates diverse perspectives, and rewards a job done with integrity and care.

We are currently seeking a dedicated and experienced Senior Customer Service Representative Specialist – Treasury Management Client Care to join our remote Client Care organization. This is a fully remote position, allowing you to work from a quiet, confidential home-based space approved by careerzynith. The standard hours for this role are an eight-hour shift scheduled between 11:30 AM and 8:00 PM Eastern Time, Monday through Friday, with occasional flexibility based on business needs.

Position Overview

As a Senior Customer Service Representative Specialist within careerzynith's Treasury Management Client Care organization, you will be at the forefront of supporting a sophisticated, high-value client base that relies on careerzynith for mission-critical treasury and payment services. This is not an entry-level customer service role — it is a senior specialist position designed for professionals who have already mastered the fundamentals of client support and are ready to take on escalated, complex, and nuanced inquiries with confidence and authority.

You will serve as a trusted advisor and problem-solver, addressing advanced customer service activities and initiatives for specialized treasury products and services. Your day will be varied, intellectually engaging, and deeply impactful. From investigating intricate service requests to coaching junior team members, you will have the opportunity to shape the client experience while deepening your own expertise in treasury management.

Key Responsibilities

• Advanced Customer Service Delivery: Perform high-level customer service activities and initiatives for a specialized suite of treasury management products and services. Support a complex, dedicated portfolio of offerings while servicing a sophisticated client base, leveraging advanced processes, tools, and judgment to serve both internal and external customers.
• Multi-Channel Inquiry Resolution: Receive, investigate, and respond to customer inquiries regarding complex products, services, and operational issues across all channels through which careerzynith serves its clients — including phone, email, secure messaging, and digital platforms.
• Escalation Management and Root Cause Analysis: Resolve the most complex or recurring client issues. Identify the root cause of recurring problems, recommend appropriate solutions, and act as a key escalation point. May interact directly with senior stakeholders within client organizations to ensure resolution and maintain trust.
• CARES Model Application: Consistently deliver the careerzynith CARES model (a customer-centric service framework) to clients and service partners, ensuring every interaction reflects our commitment to excellence, empathy, and resolution.
• Coaching, Mentoring, and Training: Serve as a coach and mentor to customer service representatives across the team. May lead training sessions or onboarding activities for new team members, helping to elevate the overall capability of the Client Care organization.
• Documentation and Service Optimization: Document all customer interactions thoroughly and complete service requests efficiently to minimize additional effort required by the customer. Continuously look for ways to streamline processes and enhance the client journey.
• Customer Satisfaction Stewardship: Maintain high levels of customer satisfaction consistent with careerzynith's core values. Demonstrate an unwavering commitment to quality, accuracy, and service excellence in every interaction.
• Cross-Functional Collaboration: Partner with internal teams — including product, operations, technology, and risk — to address client needs, share insights, and advocate for continuous improvement in product functionality and service delivery.

Essential Qualifications and Experience

• Education: An Associate's degree or equivalent is required. A Bachelor's degree in business, finance, communications, or a related field is preferred.
• Professional Experience: A minimum of three (3) years of relevant customer service experience, ideally within financial services, banking, treasury management, or a related industry. Experience supporting complex products or sophisticated client bases is strongly preferred.
• Alternative Qualifications: In lieu of a degree, a comparable combination of education, job-specific certifications (such as those related to treasury management, fraud prevention, or financial services), and relevant experience — including military service — may be considered.
• Product Knowledge: Working knowledge of major treasury management products, payment services, and related financial product groups, with the ability to apply this knowledge appropriately to diverse and sometimes unprecedented situations.
• Fraud Awareness: Familiarity with the processes, tools, and techniques used for detecting, addressing, and preventing fraudulent situations, with a vigilant approach to risk in every client interaction.

Preferred Skills and Competencies

Successful candidates in this role at careerzynith will demonstrate the following competencies:

• Client Relationship Management: The ability to determine and satisfy client needs while maintaining a true partnering relationship throughout every engagement. This includes influencing, communicating, presenting, facilitating, and developing others at all levels of an organization.
• Customer Experience Management: The capability to implement strategies and techniques that ensure customers have a positive, frictionless experience with careerzynith at every touchpoint.
• Decision Making and Critical Thinking: Strong analytical skills with the ability to analyze situations fully and accurately and reach productive, well-reasoned decisions — often under time pressure.
• Effective Communication: Exceptional verbal and written communication skills, with the ability to transmit, receive, and accurately interpret ideas, information, and needs across a wide range of audiences.
• Managing Multiple Priorities: The ability to manage multiple concurrent objectives, projects, and client interactions, making effective judgments about prioritization and time allocation.
• Problem Solving: Knowledge of approaches, tools, and techniques for recognizing, anticipating, and resolving organizational, operational, or process problems. The ability to apply this knowledge appropriately to diverse and unexpected situations.
• Tech Savvy: Comfort advising, educating, and engaging clients on a variety of technological tools and resources that allow them to explore solutions and achieve their financial goals.

Career Growth and Learning Opportunities at careerzynith

At careerzynith, we are deeply committed to the professional development of our team members. When you join us as a Senior Customer Service Representative Specialist, you gain access to a robust ecosystem of learning, mentorship, and advancement opportunities, including:

• Structured career progression paths within Client Care, Operations, Product, Relationship Management, and Risk.
• Comprehensive onboarding and continuous training programs designed to deepen your expertise in treasury management, regulatory compliance, fraud prevention, and emerging financial technologies.
• Tuition reimbursement and educational assistance programs to support continued degree completion or advanced certifications.
• Access to internal mentorship programs and leadership development initiatives.
• Cross-functional project opportunities that allow you to broaden your exposure to the broader financial services landscape at careerzynith.
• A culture that promotes from within and recognizes high performers with accelerated advancement opportunities.

Work Environment and Company Culture

careerzynith is more than a workplace — it is a community. We have cultivated an inclusive, accessible, and engaging remote work environment that supports collaboration, innovation, and well-being. As a remote team member, you will be equipped with the tools, technology, and managerial support you need to thrive, including:

• A quiet, confidential home workspace approved by careerzynith.
• Comprehensive technology setup and ongoing IT support.
• Regular virtual team-building activities, all-hands meetings, and opportunities to connect with colleagues across the organization.
• A leadership team that values open communication, transparency, and the well-being of every team member.
• A commitment to diversity, equity, and inclusion in every facet of our operations.

We expect every careerzynith employee — regardless of role or tenure — to embody our core values: being customer focused, with a deep understanding of how to align customer needs and satisfaction as primary considerations in every business decision; and being risk aware, with the ability to assess and effectively manage all risks associated with business objectives while adhering to careerzynith's Enterprise Risk Management Framework.

Compensation and Benefits

careerzynith is proud to offer a comprehensive compensation and benefits package designed to support the health, financial well-being, and personal lives of our employees.

• Base Salary Range: $31,000 – $67,600 annually, depending on geographic location, relevant experience, skill set, and educational background. Salaries are benchmarked against market data and are reviewed regularly.
• Performance-Based Incentives: This role is incentive-eligible, with payments tied to company, business, and individual performance.
• Health and Wellness: Comprehensive medical and prescription drug coverage, including a Health Savings Account (HSA) feature, as well as dental and vision insurance options.
• Financial Security: Life insurance for employees, spouses, and children; short- and long-term disability protection; a 401(k) retirement plan with company match; pension benefits; and an employee stock purchase plan.
• Family Support: Maternity and parental leave, paid holidays, vacation days, occasional absence time, dependent care reimbursement, back-up child and elder care, and adoption assistance.
• Wellness Program: A robust wellness program with financial incentives designed to help you achieve your health and lifestyle goals.
• Educational Assistance: Tuition reimbursement and ongoing support for professional certifications and continuing education.

Equal Opportunity, Accessibility, and Accommodation

careerzynith is an equal opportunity employer. We provide equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other category protected by applicable law.

We are committed to fostering an inclusive and accessible workplace. If you require a reasonable accommodation to participate in the application process or to perform the essential functions of this position, please contact our accommodations team. All information provided will be kept strictly confidential and used only to the extent required to provide needed reasonable accommodations.

California residents may refer to our California Consumer Privacy Act Privacy Notice to understand how careerzynith may use or disclose personal information in our hiring practices.

How to Apply

If you are a seasoned customer service professional with a passion for solving complex problems, a commitment to client success, and a desire to grow your career within a supportive, values-driven organization, we want to hear from you. This is your opportunity to join careerzynith as a Senior Customer Service Representative Specialist and make a tangible impact on the client experience — and on your own professional journey.

Take the next step. Apply today and discover what it means to build your career with careerzynith.