Our Client is seeking a Client Support Advisor – Banking & Treasury Services (Entry-Level) . Summary: You will launch (or grow) your career in financial services in a role that blends customer service, problem-solving, and hands-on exposure to banking and treasury products. You will support business clients as they use online banking and payment tools-helping them get unstuck, guiding them through processes, and building confidence with financial platforms. Why this role: This position offers hands-on exposure to real-world banking operations, payments, and cash management solutions-making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology. This role starts as a contract position for one year with potential to convert to FTE with Kforce’s client thereafter. The role requires one day a month in office and can be performed remotely otherwise.
In this role, you will:
- Provide friendly, professional, client-facing support by phone, email, and/or ticketing tools
- Troubleshoot access and navigation issues within online banking (unlock accounts, password resets, MFA support, basic user administration)
- Help clients understand and use depository products and services (e.g., checking/DDA, CDs, MMAs, account analysis basics, check clearing, mobile/remote deposit capture)
- Assist with domestic and international wire payment navigation and research
- Support cash management tools such as ACH services, bill pay, lockbox, positive pay, investment cash sweep, and select international services (letters of credit, foreign exchange, multi-currency accounts)
- Provide basic support for merchant services and business debit/credit card products
- Troubleshoot payment-related technical issues such as payment imports and file-related errors
- Help identify potential fraud risks and assist with monitoring and resolution steps (including ACH blocks/filters)
Requirements
- Bachelor’s degree in Economics, Finance, Business, or a related field preferred (or equivalent practical experience)
- Strong customer service mindset-you enjoy helping others and keeping calm under pressure
- We are looking for someone early in their career who’s great with people, loves solving problems, and wants to build deeper expertise in banking and treasury services
- Proven problem-solving skills-you like figuring things out and can explain solutions clearly
- Some exposure to financial services or banking (internship, teller/customer support, call center, operations support, or similar)
- Clear, professional communication skills (written and verbal), with attention to detail
- Comfortable learning new tools and processes, and willing to be client-facing
Plus (you’re excited to learn or build skill in these areas):
- Online banking support (access issues, navigation, user maintenance, MFA)
- Banking products and payment methods (ACH, wires, deposits, fraud prevention features)
- Cash management tools (bill pay, lockbox, positive pay, cash sweep)
- QuickBooks or accounting software integration troubleshooting
- Payment imports/file troubleshooting and technical support habits
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Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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