Treasury Management Svc Spec

Old National Bank•Evansville, IN

36d•$22 - $34

About The Position

The TM Service Specialist will work directly with Treasury Management client and internal associates to provide first point of contact service and support to TM service needs. As first point of contact, this position will be responsible for the assessment of need, determine best approach to address clients concern, and work with the client to remedy any issues associated with the TM services. This position will focus on issues resolution and high client satisfaction as well as escalation of concerns when immediate servicing needs cannot be accomplished. Addressing clients service needs with high quality is the best method to maintain a lasting relationship with many of Old National Banks most valued clients. Treasury Management Service Specialist is a key role in our client retention strategy.

Requirements

Associate's or Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience.
Strong knowledge of Treasury Management products and services
Proven ability to troubleshoot hardware and software issues
Ability to communicate with business clients on complex technical solutions
3-5 years of experience in business banking products and services
Proficient in using internet browsers
Strong attention to detail
Works independently using standard practices and procedures

Responsibilities

Quick Client Issue Resolution:
Rapid understanding of the client's reason for contacting TM Service & Support
Ability to set proper expectations for client on problem resolution
Own the clients request through resolution
High Quality Client Service:
High proficiency on Treasury Management products and services.
High technical aptitude of Treasury Management products
Resolve client issue on first contact
Where first contact resolution cannot be performed set appropriate expectations with client on resolution
Maintain documentation on each client interaction in order to track client satisfaction and use as historical record of each client encounter
Relationship Cultivation
Provide training as needed for existing clients to ensure optimal use of TM Services
Perform existing client maintenance and configuration change
Present cross sell opportunities to Treasury Management Consultants as appropriate
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
and external clients; makes and maintains long-term relationships with clients.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Personifies ONB Culture - Demonstrates pride in ONB.
Consistently demonstrates Old National's culture and values in daily interactions.
Models our values - how we show up in the workplace.
Places the organization's goals before individual or team goals.
Demonstrates the desire to be part of something beyond themselves by investing time, heart, and expertise to help clients and communities thrive.