Treasury Management Customer Support Specialist

Wilson Bank & Trust•Lebanon, TN

3d•Onsite

About The Position

The Treasury Management Customer Support Specialist I provides primary support for the treasury management phone queue assisting customers and team members with inquiries related to treasury management services, ticketing portal and responding to technical questions regarding access, functionality, and troubleshooting of business solutions. This position is knowledgeable of business solutions and identifies and capitalizes on opportunities to refer new business solutions. Treasury Management Customer Support Specialist I reports to the Treasury Sales & Support Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Requirements

High School diploma or GED
Proficient with Microsoft Office and other standard software applications
Ability to serve customers in a courteous and professional manner
Ability to build relationships with customers and internal teammates
Basic organization and time management skills
Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
Maintain a professional demeanor at all times
Effective verbal and written communication skills
Excellent interpersonal skills
Critical thinking and problem-solving skills with the ability to recognize and resolve subsequent effects of the primary issue
Technical skills to assist in resolving integration/connectivity issues with treasury management services
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to effectively work in collaboration with others
Willing to grow and be challenged

Nice To Haves

Bank and/or Corporate Treasury Management experience preferred
1 year of experience in a related role preferred
Customer service experience preferred

Responsibilities

Provide primary support for Treasury Management phone queue, ticketing portal and all email platforms
Assist customers and team members with inquiries or concerns related to business solutions
Respond to technical questions regarding access and functionality including troubleshooting of business solutions
Complete initial set up and maintenance requests for Business Online Banking and business solutions
Utilize sales and service strategies to retain existing relationships and enable growth of new relationships by referring business solutions as needed. Actively participates in follow-up strategies.
Monitor service events, responding or escalating as needed
Cross train with members of the Treasury Management Department to develop additional knowledge and skills
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
Attend training as requested
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Participate in outside community activities as required
Perform other duties as assigned