Treasury Management Client Service Specialist
About The Position
The Treasury Management Operations team has an opportunity for a Treasury Management Client Services Specialist. The role will be located in one of our operations centers located in the western United States. The ideal candidate will have the skills and experience to provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email. They will handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services. The role involves opening a Salesforce case for each client issue, responding in a timely fashion, ensuring follow-up is completed within established department expectations and documenting activity/resolution in the Salesforce case. The specialist will work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor. They will proactively reach out to clients when issues occur to provide workaround solutions and work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates. The role also includes troubleshooting customer issues by conducting research in internal Treasury systems.
Requirements
- Working knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis.
- Good customer service, problem solving and communications skills, both verbal and written.
- High School diploma, GED or equivalent education and some experience in banking, bank operations and products, accounting or equivalent education and experience. A combination of education and experience may meet job requirements.
- Ability to work well with clients and team members.
- Good attention to detail and accuracy.
- Good organizational and time management skills.
- Proficient in the use of Microsoft Office products: Word, Excel, and related systems.
Responsibilities
- Provide exceptional customer service to Treasury Management clients on a broad range of issues posed by telephone or email.
- Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.
- Open a Salesforce case for each client issue, respond in a timely fashion, ensure follow-up is completed within established department expectations and document activity/resolution in the Salesforce case.
- Work to identify the root cause of errors and escalate issues as appropriate/needed to supervisor.
- Proactively reach out to clients when issues occur to provide workaround solutions.
- Work with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, and coordinating updates.
- Troubleshoot customer issues by conducting research in internal Treasury systems.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance
- Paid Parental Leave
- Adoption Assistance
- Health Savings (HSA)
- Flexible Spending (FSA)
- Dependent care accounts
- Paid Training
- Paid Time Off (PTO)
- 11 Paid Federal Holidays
- 401(k) plan with company match
- Profit Sharing
- Mental health benefits including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
