Treasury Management Customer Support Spec I
About The Position
This role provides customer support for business banking products and services, including Business Online Banking, Commercial Online Banking, Mobile Banking, and QuickBooks integrations. The specialist will research and resolve business customer inquiries via Online Secure Messaging, email, and telephone, and assist with inquiries related to Treasury Management products and services, ensuring quick and efficient problem resolution. A deep understanding of all Treasury Management products and services is required, along with the ability to identify customer needs for additional services and refer them to the appropriate Treasury Management group. The role involves adhering to department performance metrics to meet service levels and customer expectations, communicating process and service improvements to a supervisor, and participating in risk identification, measurement, monitoring, control, and mitigation. Maintaining awareness of and adherence to the Bank's compliance requirements and risk management concepts, expectations, policies, and procedures is crucial. The position also requires delivering a consistent, high level of service within the Serving More standards and performing other assigned duties.
Requirements
- Highschool Diploma or equivalent
- 2+ years of customer service experience or call center preferred
Responsibilities
- Provide customer support for business banking products and services, including Business Online Banking, Commercial Online Banking, Mobile Banking and QuickBooks integrations
- Research and resolve business customer inquiries via Online Secure Messaging, email and telephone
- Assist with customer inquiries relating to Treasury Management products and services and facilitate a resolution for customer problems quickly and efficiently
- Maintain an in-depth knowledge of all Treasury Management products and services; recognize customer needs for additional services and refer them to the appropriate Treasury Management group
- Adhere to department performance metrics to ensure service levels and customer expectations are consistently achieved
- Communicate process improvement, efficiency and customer service improvements ongoing to supervisor
- Participate in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
