Treasury Client Svcs Professional II
About The Position
The Treasury Client Services Professional II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services. Treasury products assist customers in setting their daily cash position and related investment options. Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening; analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce. Identifies and refers cross sell opportunities. Must develop and maintain Product Expert status in at least one product.
Requirements
- Bachelor’s Degree and 3 to 4 years’ experience in a bank operations or customer service position or 7 to 8 years’ equivalent experience in a bank operations or customer service function.
- Obtain all Legal and BSA/AML CIP information required for new account opening.
- Analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements.
- Resolve daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers.
- Communicate with third party vendors to identify and resolve customer issues.
- Input and track all customer initiated operating and system problems via Salesforce.
- Develop and maintain Product Expert status in at least one product.
Nice To Haves
- Areas of Interest: Treasury Services; Customer Service/Call Center
Responsibilities
- Review accounts receivable aging reports and settlement statements to manage commercial and corporate relationships.
- Identify and verify legal and regulatory documentation requirements for new and existing accounts.
- Collaborate with compliance and legal teams to resolve documentation issues and ensure regulatory adherence.
- Troubleshoot operational and technical issues for DDA and Treasury Management products, serving as the primary customer contact.
- Maintain quality control by monitoring operational trends and ensuring resolution through Salesforce Case Management.
- Support product testing, technology updates, and customer training on commercial product usage.
- Build and strengthen customer relationships through proactive communication, consultative referrals, and fraud prevention efforts.
Benefits
- Excellent training and development to support building long term careers of employees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
