A Treasury Client Services Support Specialist is accountable for delivering high quality, extraordinary customer service to both internal and external clients through day-to-day phone calls, emails or virtual appointments. These interactions may include resolving technical issues, product functionality inquires, training assessments, etc. These interactions are highly sensitive and deal with confidential matters. A business professional image, phone presence and demeanor must be used at all times to achieve client satisfaction and retention while following all policies, procedures and federal regulations. Successfully satisfy the initial request and refer any Treasury services needs you may have uncovered during the interaction. Communicate to the Client’s Treasury Management Officer with any information they may need, to follow up with the Client. A Treasury Client Services Specialist is successful when utilizing their critical thinking skills and their ability to listen and communicate both written and verbal, in a fast pace environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree