Treasury Management Client Support Specialist

Banner BankWalla Walla, WA
12d$24 - $32

About The Position

More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Treasury Management Client Support Specialist, you will maintain and enhance client relationships to assist in meeting organizational and operational objectives. Provide exceptional client service, training, and ongoing support of Treasury Management products and services. In this role you'll have the opportunity to: Assist clients with required support materials for their effective use of TM services Administer client service policies and procedures. Responsible for achieving client service level standards Responsible for client complaint resolution and proper and timely escalation of complex issues Responsible for providing outstanding customer service to client in support of TM services Responsible for complying with policies, procedures, security requirements, and government regulations

Requirements

  • Associate's Degree in a related field (an equivalent combination of education and experience may be considered)
  • 2 or more years of treasury management experience or in a related client services environment required
  • Knowledge of delivering end-user training of Treasury Management services
  • Knowledge of relevant operating systems, applications, and/or equipment
  • Knowledge of sales principles and practices to effectively support Treasury Management
  • Ability to establish and maintain effective working relationships with peers, clients and management.
  • Comfortable with direct client and line partner interaction abilities
  • Proficient in Microsoft Office
  • Possess excellent written, presentation, and verbal communication skills

Responsibilities

  • Assist clients with required support materials for their effective use of TM services
  • Administer client service policies and procedures.
  • Responsible for achieving client service level standards
  • Responsible for client complaint resolution and proper and timely escalation of complex issues
  • Responsible for providing outstanding customer service to client in support of TM services
  • Responsible for complying with policies, procedures, security requirements, and government regulations

Benefits

  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

Associate degree

Number of Employees

1,001-5,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service