Treasury Management Customer Service Representative

SOUTHERN BANK•Kansas City, MO

1d•Onsite

About The Position

The Treasury Management Customer Service Representative position is primarily responsible for the ongoing servicing of a portfolio of Treasury Management clients by dedicated markets. With extensive knowledge of all Treasury Management products, including online banking, ACH, Remote Deposit, Lockbox, Positive Pay, and CDARS/ICS. The Treasury Management Customer Service Specialist functions as the primary day to day direct contact for Southern Bank Treasury Management clients within their designated market, with advanced cross-selling opportunities.

Requirements

High School Diploma or equivalent
3-5 years of applicable and exceptional customer-facing experience
Strong leadership and relationship building skills
Take initiative to identify and anticipate client needs and make recommendations for servicing
Time Management with emphasis on organization
Individual must be able to work independently and be a self-starter
Ability to communicate with a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests
Extensive knowledge of TM Products and Services
Proficiency in Microsoft Office Products, Word, Excel, and Outlook

Nice To Haves

Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

Responsibilities

Completes all complex and urgent requests for clients within their dedicated portfolio service level agreements
Communicates effectively with all internal and external customers on pending items and issues with Treasury Management accounts and products
Communicate effectively and timely with clients on any impacting update that could affect their day to day operations
Tracks client interactions for both implementation and service for reporting and analysis
Orders and verifies receipt of customer supply orders (i.e. check scanners, checks, deposit slips, endorsement stamps, etc.)
Identifies cross-selling opportunities to support growth of the Bank
Identifies and escalates product outages through proper channels
Assists with maintaining Treasury Management procedures and product guides
Participates in the development and implementation of sales promotions and campaigns
Recommends any process changes to improve efficiencies and enhance customer service treasury management products