Treasury Management Client Support Specialist
About The Position
Provide ongoing email and telephone support and resolution for clients using Treasury Management products and services. Research and respond to client inquiries professionally, promptly, and efficiently. Ensure client documentation and internal processes and procedures comply with regulatory guidelines. The role also supports product and service setup, client security and utilization improvements, implementation service-level agreements, sales support, internal staff, and bank merger conversion projects. The position is located in a cubicle environment that may be loud throughout the day. It requires substantial time in front of a computer, with work performed sitting or standing using an appropriate desk. Travel may be required to attend meetings as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- High school diploma, GED, or equivalent education.
- Two years of related experience in Treasury Management, a commercial call center, client service, or operations.
- Expertise with Microsoft Office.
- Ability to read, write, speak, and understand English.
- Excellent written and oral communication skills.
- Proven success in problem analysis and resolution.
- Strong attention to detail and accuracy.
- Strong organizational skills.
- Ability to manage multiple detailed work assignments accurately.
- Ability to effectively access and interpret information on computer screens, documents, and reports.
Nice To Haves
- Previous banking experience.
- Knowledge of Treasury Management products and services, account analysis, and online banking systems.
Responsibilities
- Develop and maintain technical knowledge of Treasury Management products, services, pricing, setup documentation, operating systems, data transmissions, file formats, and protocols.
- Provide primary phone support and daily client contact to resolve Treasury Management issues and questions about products and commercial account analysis.
- Research and respond to client inquiries, partnering with Treasury Management Implementation Specialists and Sales Officers when necessary.
- Advise clients on potential improvements to online security, product and service utilization, and enhancements.
- Ensure quality service-level agreements related to implementation tasks and timelines are met.
- Ensure client Treasury Management documentation and internal processes and procedures comply with regulatory guidelines.
- Maintain tracking logs for client additions, changes, and deletions.
- Assist Treasury Management Sales Officers in identifying client needs and offering or providing additional products and services.
- Provide telephone sales support for customers requiring basic Treasury Management products and services.
- Provide subject matter expertise to internal bank staff as required.
- Assist with special projects as required.
- Participate in data mapping, testing, and other conversion projects related to bank mergers.
- Complete other duties as assigned.
- Complete required annual compliance training and New Employee Orientation.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
