Treasury Mgmt Client Care Specialist II

Orrstown Bank • Harrisburg, PA

97d

About The Position

Maintain a high level of expertise in and understanding of the Treasury Management products and services offered to business clients; assist the sales teams in servicing new and existing business customers by providing professional, courteous and efficient customer service; serve as the main support for business customer troubleshooting and issues; conduct functions in support of customer retention, assist sales teams in expanding business portfolio and maintain effective business relationships for customers.

Requirements

• High school diploma is required.
• An Associate or bachelor's degree in Business or related field is preferred.
• Minimum two (2) years of experience working directly with business customers in new products and services implementation.
• Experience servicing existing customers and supporting sales consultants or retail banking experience is preferred.
• Excellent verbal and written communication skills.
• Strong analytical, computer, troubleshooting, problem resolution and interpersonal relations skills.
• Solid working knowledge of business products and services to include implementation, servicing and support assistance.

Responsibilities

• Answer inbound and make outbound calls to/from Treasury Management (TM) Clients.
• Correspond to Treasury Management Clients via email, secure message or chat.
• Complete TM maintenance requests and serve as main support for Treasury Management customer troubleshooting or issues.
• Utilize independent judgment in handling customer issues and concerns, escalating to management when necessary.
• Perform testing of new products and services according to proposed terms and system requirements.
• Ensure products meet regulatory and compliance requirements documenting noted deficiencies.
• Maintain an understanding of Treasury Management and Business products, services.
• Assist and guide sales consultants in servicing existing and new customers.
• Provide input on Business Solutions policies, procedures, risk assessments, audits, compliance, business continuity and budgeting.
• Liaise with internal and external auditors to ensure annual audits, risk assessments, policies and procedures are current and maintained.
• Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information.
• Report pertinent information to immediate supervisor.
• Compile information as necessary or directed and provide data to appropriate Bank personnel.
• Identify where improvement is needed in business sales practices and make suggestions for improvements.
• Review pending insight orders/workflows and specific customers requests within given time frames and established SLAs.
• Perform in-depth analyses of data collection, report details and other technical issues associated with Business products and services.
• Attend regularly scheduled coaching and counseling sessions held by lead/supervisor.
• Abide by the current laws and organizational policies and procedures designed to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the work place.
• Ensure that the department and all personnel adhere to the same.
• Perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.
• Regular and predictable attendance; perform other duties as assigned or directed.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED