Description Summary: The Treasury Management Service Specialist II provides support to the Treasury Management Commercial Real Estate/CIC Segment. Prioritizes complex onboarding’s and ensures they are completed on time with minimal impact to the customer. Serves as a mentor for new colleagues to learn the TM onboarding process. Prioritizes complex service issues and ensures they are completed on time with recognized accepted resolution by the customer. Responsible for identifying, researching, analyzing and resolving complex problems with regard to TM onboardings and services. Identifies possible cross sell opportunities and enters them in appropriate tracking system for the sales colleague. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Duties & Responsibilities: Provides an advanced level of product and service support to the assigned Treasury Management segment(s). Responsible for identifying, researching, analyzing and resolving complex problems with regard to the servicing of customers. Prioritizes service issues and ensures they are completed on time and with a recognized / accepted resolution by the customer. May perform training or education for customer on specific products. Acts as internal resource for inquiries. May recommend process improvements and efficiencies for product and service workflows. Research, consultation and/or resolution, and policy or procedure interpretation for other internal departments. Acts as mentor to less experienced Treasury Management Customers Service Specialists. Performs other duties as assigned.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees