Treasury Management Customer Service Specialist - Business Banking

Simmons Bank • Little Rock, AR

2d

About The Position

The Treasury Management Customer Service Representative is responsible for providing exceptional support to Treasury Management clients and internal partners by resolving service requests, troubleshooting product issues, and supporting the ongoing use of Treasury Management services. This role serves as a key point of contact for clients utilizing Treasury Management products, including Online Banking, ACH, Wire Services, Remote Deposit Capture, Positive Pay, and other cash management solutions. The representative works closely with Treasury Management Officers, Implementation Specialists, Operations teams, and bankers to ensure timely resolution of client inquiries and deliver a high-quality customer experience. The ideal candidate is customer-focused, detail-oriented, and capable of managing multiple priorities while maintaining service level expectations.

Requirements

• High School Diploma or equivalent required.
• 2-5 years of customer service, banking, or Treasury Management experience.
• Strong customer service and relationship management skills.
• Excellent verbal and written communication skills.
• Ability to troubleshoot and resolve complex client issues.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively within a team environment.
• Critical thinking and problem-solving skills.
• Ability to learn and adapt to new systems, products, and procedures.

Nice To Haves

• Associate's or Bachelor's Degree in Business, Finance, or a related field preferred.
• Experience supporting business banking or Treasury Management clients preferred.
• Knowledge of core banking and Treasury Management systems.
• Familiarity with Jack Henry, Silverlake, Fiserv Commercial Center, or similar banking platforms is preferred.

Responsibilities

• Respond to and resolve Treasury Management client inquiries received through phone, email, and internal referrals.
• Research and troubleshoot issues related to Treasury Management products and services.
• Assist clients with Treasury Management product training and education to improve product utilization and self-service capabilities.
• Process client maintenance requests in accordance with established procedures and security requirements.
• Escalate complex issues, system outages, and fraud concerns through appropriate channels.
• Maintain accurate support documentation and service records within designated systems.
• Coordinate with Operations, Fraud, and other internal teams to facilitate issue resolution.
• Maintain current knowledge of Treasury Management products, system enhancements, policies, and procedures.
• Meet established service level agreements and quality standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED