Treasury Management Customer Service Representative

SOUTHERN BANK•Poplar Bluff, MO

About The Position

The Treasury Management Customer Service Representative services a portfolio of Treasury Management clients in designated markets and serves as their primary day-to-day contact. The role requires extensive knowledge of Treasury Management products, including online banking, ACH, Remote Deposit, Lockbox, Positive Pay, and CDARS/ICS, and includes advanced cross-selling opportunities. The position may be based in a location determined by availability in Arkansas, Illinois, Kansas, or Missouri; headquarters is in Missouri. Southern Bank team members work together to serve their communities and uphold the bank’s values. The role is responsible for protecting the confidentiality of customers’ non-public personal information and securing information systems in compliance with bank regulations.

Requirements

High school diploma or equivalent.
3–5 years of applicable, exceptional customer-facing experience.
Strong leadership and relationship-building skills.
Ability to take initiative to identify and anticipate client needs and recommend service solutions.
Strong time-management and organizational skills.
Ability to work independently and be a self-starter.
Ability to communicate with a clear, audible speaking voice, read and comprehend handwritten forms, and hear instructions or requests.
Extensive knowledge of Treasury Management products and services.
Proficiency with Microsoft Office products, including Word, Excel, and Outlook.

Responsibilities

Complete complex and urgent client requests within the service-level agreements for the assigned portfolio.
Communicate effectively with internal and external customers about pending items and issues involving Treasury Management accounts and products.
Timely inform clients of updates that could affect their day-to-day operations.
Track client interactions for implementation and service reporting and analysis.
Order customer supplies and verify their receipt, including check scanners, checks, deposit slips, and endorsement stamps.
Identify cross-selling opportunities to support bank growth.
Identify and escalate product outages through appropriate channels.
Help maintain Treasury Management procedures and product guides.
Participate in developing and implementing sales promotions and campaigns.
Recommend process changes that improve efficiency and customer service for Treasury Management products.
Protect confidential customer information and secure information systems in compliance with bank regulations.