Treasury Management Customer Service Specialist I

SIMON•Little Rock, AR

3d•Onsite

About The Position

The Treasury Management Customer Service Specialist I focuses on providing exceptional, expert-level support to internal business partners & clients regarding Treasury Management (TM) & Business Banking (BB) products and services, requiring strong technical skills, communication, and problem-solving abilities.

Requirements

Excellent communication, interpersonal, and problem-solving skills.
Proficiency in relevant banking systems and software.
Strong understanding of treasury management products and services.
Ability to analyze data and identify trends.
Ability to manage multiple tasks and prioritize effectively.
Ability to identify and resolve customer issues.
High School Diploma or equivalent
3-5 years of applicable and exceptional customer-facing experience

Nice To Haves

Bachelor’s Degree in a business-related field

Responsibilities

Responding to inquiries through the Treasury Management and Business Banking call queue, internal email communication & secure message channel(s)
Resolving technical issues and providing resolutions to internal business partners and/or clients
Educating customers on Treasury Management & Business Banking products and services.
Ensuring a high level of customer satisfaction & experience.
Maintaining a strong understanding of all Treasury Management & Business Banking products and services.
Staying up to date on all TM and BB product & service changes
Being able to explain complex concepts in a clear and concise manner (verbally and written).
Identifying & cross selling TM and BB products and services.
Building and maintaining strong relationships with clients as well as internal business partners.
Proactively identifying client needs and opportunities.
Following established TM and BB procedures and guidelines.
Utilization of the CRM system for reporting and analysis
Maintaining accurate records and documentation
Recommends process improvement to improve efficiencies.