Treasury Management Customer Service Specialist I

Simmons Bank•Little Rock, AR

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Treasury Management Customer Service Specialist 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. Duties and Responsibilities Responding to inquiries via the Treasury Management and Business Banking call queue, internal email and secure messaging channels. 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. Product Knowledge: 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. Relationship Management: Building and maintaining strong relationships with clients as well as internal business partners. Proactively identifying client needs and opportunities. Process and Procedures: 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. Performs other duties as assigned

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 via the Treasury Management and Business Banking call queue, internal email and secure messaging channels.
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.
Performs other duties as assigned