Treasury Management Client Support Specialist I

Bank OZK•Little Rock, AR

About The Position

Performs duties associated with servicing and supporting Treasury Management products and services for clients, including ACH, wire transfers, remote deposit, positive pay, sweeps, and other products offered by the Bank. Provides daily phone and email support, researches and resolves client inquiries, assists with troubleshooting and online banking needs, tracks client interactions, and coordinates with internal teams and third-party vendors. The role also supports Treasury Management staff and leadership with administrative tasks as needed.

Requirements

High school diploma or equivalent required.
At least one year of related customer service or Treasury Management work experience and/or specialized training required.
At least one year of work experience with computers, including Microsoft Word and Excel, required.
Ability to manage multiple tasks and perform under pressure associated with daily deadlines, high transaction volumes, and large transaction amounts.
Ability to organize work and maintain attention to detail.
Ability to develop and maintain positive and effective working relationships.
Effective verbal and written communication skills.
Skilled in Microsoft Windows and MS Office applications.
Knowledge of audit expectations, fraud mitigation procedures, and risk requirements.
Ability to learn new products, software, and procedures efficiently.
Sound judgment in decision-making and problem-solving.
Flexibility to meet the needs of a rapidly changing work environment.
Sound knowledge of current Bank policies and procedures, as well as federal and state laws and regulations.
Ability to operate customary business equipment and technology, with or without accommodation.

Nice To Haves

Associate or bachelor’s degree preferred.
At least one year of work experience in Bank Operations, Audit, Implementation, and/or treasury functions preferred.
Spanish bilingual skills preferred.

Responsibilities

Provide primary phone and email support and daily contact for resolving client questions about Treasury Management products and services.
Research product information in response to client and business partner requests, responding professionally, promptly, and efficiently.
Partner with Implementation Specialists, Sales Officers, and other internal teams to receive and complete client support requests.
Troubleshoot basic service issues directly with clients.
Maintain appropriate tracking logs and information based on client interactions.
Support clients’ daily business needs, including business online banking, transaction entry, and temporary limit increase requests.
Assist clients with lockouts, password resets, and self-administration.
Develop and maintain basic knowledge of core Treasury Management products and services, including ACH and Wire Origination.
Open and work assigned service tickets when necessary.
Advise clients on potential improvements to product and service utilization based on their business use and needs.
Communicate and work with third-party vendors on Treasury Management client support and troubleshooting.
Perform other assigned duties, including administrative tasks supporting Treasury Management Sales Officers, leadership, and other partners.