Treasury management Technical Support Specialist I

First HorizonMiami Lakes, FL
1dOnsite

About The Position

This position is responsible for receiving inbound Treasury Management calls and assisting clients with the use of all TM services while seamlessly creating a high level of client satisfaction. This includes effectively managing client issues identified in the production environment and ensuring all technical support needs are addressed in a timely fashion.

Requirements

  • Bachelor's degree (BA/BS) from four-year college or university and three to four years related experience and/or training; equivalent combination of education and experience may be substituted for four-year degree.
  • Excellent written and verbal communication skills, including telephone skills; strong interpersonal skills with managing technical issues.
  • Knowledge of commercial banking products, including Treasury Management products and services.
  • Strong commitment to client satisfaction.

Nice To Haves

  • CTP, CCM or AAP preferred.

Responsibilities

  • Take incoming calls to fulfill servicing requests and provide technical assistance.
  • Build rapport and deepen client relationships by resolving issues on the first call.
  • Maintain an advanced knowledge of Treasury Management tools and services from both an end-user and technical perspective.
  • Present needs based product recommendations to deepen the banking relationship.
  • Stay abreast of all changes, developments and enhancements for all systems and products.
  • Ensure all audit and security policies and procedures are followed in accordance with Bank policies and Federal regulations.
  • Navigate effectively and efficiently through multiple systems.
  • Possess and demonstrate a high level of professionalism.
  • Communicate in a clear, concise and professional manner.
  • Provide client focused solutions while being compliant with bank Policies and Procedures.
  • Partner with other departments within the organization to fulfill client requests.
  • Work closely with Treasury Management Sales, Product and Implementation groups.
  • Track client issues to identify product and process improvements or clients at risk due to frequent problems.
  • Provide client training and support on the use of TM Products.
  • Other duties and projects as assigned.

Benefits

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
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