Treasury Client Service Specialist

Braemar Hotels & Resorts • Toms River, NJ

12d • $22 - $26 • Hybrid

About The Position

The CCC Treasury Client Services Specialist provides Treasury Management service and support to Commercial and Government Banking clients. The role requires positive, professional communication with employees, management, and customers, and encourages sharing ideas that may benefit the workplace. The specialist supports customers with product and service features, functionality, browser compatibility, troubleshooting, and password resets; resolves customer issues; handles account maintenance and suspicious-activity alerts; and completes reporting and other department work accurately and efficiently.

The role is based in an office environment, with a hybrid schedule available after initial onboarding is completed: three days in the office and two days remote. The schedule is Monday through Friday, with an eight-hour shift and a one-hour lunch. Overtime is an opportunity. The position requires travel throughout the Bank footprint. The pay range is $22.00 to $26.00 per hour.

Requirements

• High school diploma or equivalent required.
• At least one year of related bank operations experience.
• One to three years of customer service experience in a professional environment involving direct customer contact.
• Excellent interpersonal, written, and oral communication skills.
• Excellent problem-solving skills and ability to balance competing priorities.
• Ability to take initiative and work with minimal direction or supervision.
• Proficiency in the MS Office Suite and excellent Internet research skills.
• High computer literacy, including Internet, PC, and email technology, and the ability to communicate technical information to customers.
• Ability to navigate multiple computer applications while maintaining a conversation with a customer.
• Detail-oriented, with solid analytical skills.
• Strong organizational skills and ability to complete assignments within deadlines.
• Ability to operate a computer and communicate simple to complex information with individuals and groups.
• Ability to travel throughout the Bank footprint.

Nice To Haves

• Associate or bachelor's degree in Finance or Accounting strongly preferred.
• Experience with CCaaS solutions such as NICE, Five9, Talkdesk, or Genesys preferred.
• Experience with cloud-based CRM systems such as Salesforce or MS Dynamics preferred.

Responsibilities

• Provide ongoing support to Commercial and Government Banking customers using Treasury Management products and services, including explanations of features and functionality, browser compatibility support, troubleshooting, and password resets.
• Respond to customer calls, voicemails, and emails within department service-level standards.
• Provide a respectful and professional customer experience to internal and external Bank customers.
• Take ownership of customer issues, identify appropriate resolutions, handle complaints using Bank policies and procedures, and escalate issues to management when appropriate.
• Follow Bank policies, procedures, protocols, and guidelines.
• Track customer interactions in the Salesforce CRM platform.
• Escalate onboarding and operational requests for new and existing customers to the appropriate Treasury Management channels.
• Complete maintenance for accounts within Virtual Branches, including account maintenance, fee refunds, research, and account closures.
• Review and manage daily Secure Payments alerts, contact customers about suspicious activity, and handle OFAC Watch List hits and wire, ACH, and high-dollar payment verifications.
• Navigate and explain customer Treasury Management charges assessed through Weiland Account Analysis.
• Complete daily, weekly, and monthly reporting as outlined in Treasury Client Services Procedures.
• Participate in projects for conversions, acquisitions, new services, and cleanup as requested by management.
• Address technical issues, system setups, changes, and enhancements related to Treasury Client Services, including reviewing customer computer settings and troubleshooting browsers.
• Recommend processes and efficiencies that may improve or enhance the customer or department experience.

Benefits

• On-site fitness facility at Red Bank and Toms River headquarters offices.
• Hybrid schedule after initial onboarding is completed: three days in the office and two days remote.
• Employee perks and discount programs.
• Tuition assistance.
• Incentive compensation program.
• Professional development opportunities.
• Opportunity for overtime.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED