Treasury Management Solutions Center Specialist

Alerus

5h • Onsite

About The Position

The Treasury Management (TM) Solutions Center Specialist handles inbound client interactions and assists with the implementation of new TM products and services. This role works directly with TM clients and internal team members to provide first point of contact support for their TM service needs. As the initial point of contact, this position is responsible for assessing client needs, determining the best approach to address concerns, and working with the client to resolve any issues related to TM services. The specialist will focus on issue resolution and ensuring high client satisfaction, as well as escalating conversations when immediate servicing needs cannot be met.

Requirements

• 3-5 years of experience in banking or treasury management.
• Demonstrated client service or customer service utilizing phone and email systems.
• Ability to problem solve and prioritize multiple tasks with strong attention to detail.
• Proven ability to adapt to a fast paced, changing environment.
• Ability to effectively communicate with all levels of the organization, strong verbal, and written skills.

Responsibilities

• Deliver excellent client experience for treasury management users through telephone and email channels along with assisting internal staff with client questions.
• Ensure proper documentation is obtained for purposes of accurate client setup and future audit of work processes in the TM division.
• Ensures complete client satisfaction through active partnership with TM Consultants, TM Specialists, third party vendors and other internal departments to provide timely response to service requests Process implementation set-ups for treasury management products and services by completing new client requests and providing in-depth training of treasury management services.
• Completing maintenance requests to existing clients, follow up with clients accordingly, and ensuring the most accurate and timely execution of high-quality customer service.
• Actively participate in courses through Alerus University and internal meetings, along with reading published materials to maintain and enhance professional skills.
• Handle the exchange of information, technical questions, and client concerns confidently and independently possess the ability to recognize sales opportunities and refer to TM Consultants as appropriate.

Benefits

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees