Treasury Management Client Support Specialist I

First United Bank•Plano, TX

2d•Onsite

About The Position

This position is responsible for providing exceptional service to Treasury Management (TM) customers by correctly completing product setups, training and installations by phone, maintenance, and supporting customers via phone and email. The role involves performing setups on multiple systems, communicating with other departments, and performing maintenance and updates on product setups. The specialist will receive phone calls and emails for product/customer support, complete customer product training and equipment installations by phone, and complete various reports, surveys, and projects as assigned. Additional duties include maintaining and auditing logs of customer and product information, performing research to resolve errors, notifying customers of agreement updates, scanning documents, communicating with 3rd party vendors, assisting internal customers, preparing termination letters, and completing compliance exams.

Requirements

High school diploma or GED required.
Two years banking experience required.
Two years experience providing customer service by phone required.
Good understanding of bank operations, products and services required.
JHA Silverlake experience required.
Exceptional interpersonal skills with ability to work with a variety of people and personality types.
Relates well with customers and employees by all means of communication, including written, verbal and non-verbal.
Demonstrates good judgment.
Posses a strong sense of customer service.
Demonstrates dependability through good attendance and adherence to time lines and schedules.
Proficient in the use of the internet and Microsoft Office products: Word, Excel and Outlook.
Willingness to accept additional responsibilities.
Takes initiative in the completion of projects.

Nice To Haves

Knowledge of financial institution policies and procedures preferred.

Responsibilities

Performs setups on multiple systems and communicates with other departments to provide setup instructions when necessary.
Performs maintenance and updates on product setups when changes are required.
Receives phone calls and emails for product/customer support.
Completes customer product training and equipment installations by phone for the proper use of TM products and services.
Completes various reports, surveys and projects as assigned.
Maintains and audits various logs of customer and product information to assist in customer support and track periodic updates.
Performs research to resolve errors and answer customer inquiries.
Notifies customers when updates to agreements are required and tracks documents until executed and received from the customer.
Scans various documents and correspondence from internal and external customers to the document imaging system for historical records.
Communicates with 3rd party vendors to complete setups and maintenance for 3rd party services.
Assists internal customers with questions regarding Treasury Management services.
Prepares and mails termination letters to customers when TM services are terminated by the bank or the customer.
Completes all required compliance exams on a yearly basis.
Adherence to all First United Policies and Procedures.