Treasury Management Client Services Analyst

CB&S Bank•Russellville, AL

10d

About The Position

The Treasury Management Client Services Analyst is a client-facing role providing service and support to CB&S Bank clients who use or expect to use Treasury Management (TM) services, as well as assistance to Bank partners involved with those clients. The Analyst coordinates with the Treasury Management Sales team and other Bank partners to onboard clients, implement, modify, or terminate services and pricing, and train clients on TM services. The role also provides ongoing operational support to clients by phone and email. The Analyst follows Bank policies and procedures, retains records of client interactions, provides reports and information to management, and identifies issues that affect the client experience. The position also routes sales, pricing, and non-TM inquiries to the appropriate teams and may participate in special projects or perform other duties assigned by a supervisor.

Requirements

Bachelor's degree in Finance or a business-related field, or equivalent experience.
Three years of experience in retail banking or a client-facing bank support role.
Demonstrated ability to use various computer software packages.
Excellent verbal and written organizational and communication skills.
Proficient decision-making skills.
Ability to interact effectively with customers and Bank partners.
Commitment to excellence in job performance and client experience.
High school graduate or equivalent.
Ability to perform repetitive tasks.

Nice To Haves

Experience in bank operations with knowledge of Treasury Management products and services.

Responsibilities

Onboard new Treasury Management clients.
Coordinate implementation, modification, or termination of Treasury Management services with Bank partners to support a positive client experience.
Respond to client inquiries and concerns about Treasury Management services and pricing by email or telephone.
Gather information and engage Bank partners to document and resolve client issues.
Maintain telephone call records and document client interactions for future reference.
Provide ongoing Treasury Management operational support, including user verification and access, problem resolution, account information, and training.
Refer Treasury Management sales and pricing questions from clients or prospects to Treasury Management Sales.
Refer non-Treasury Management inquiries to the appropriate Bank department.
Participate in special projects or perform other duties assigned by the supervisor.
Comply with Bank policies and procedures, retain client interaction records, provide reports and information to management, and identify issues affecting the client experience.