Treasury Mgmt Client Care Specialist III

Orrstown Financial Services • Harrisburg, PA

120d

About The Position

The position involves maintaining a high level of expertise in products and services offered to commercial clients, assisting Treasury Management (TM) clients by providing professional, courteous, and efficient service through phone and email communication. The role includes assisting the TM sales staff with client service maintenance needs, supporting the TM Implementation team with new client setups and maintenance, and serving as tier-two support for client issue troubleshooting. Additionally, the position requires conducting functions in support of client retention and satisfaction, assisting in the establishment and maintenance of business clients' online banking, and providing assistance with department projects. The individual will serve as a liaison between Electronic Banking, TM clients, and team members.

Requirements

• Bachelor's degree in related field preferred or a minimum of four (4) years of experience working directly with business customers.
• Minimum two (2) years of experience working directly with commercial clients in TM new product and services implementation.
• Minimum one (1) year of experience in a Bank Operations client call center environment preferred.
• Ability to assist Treasury Management Product owner with testing activities and coordination for Operational Readiness.
• Excellent verbal and written communication, analytical, computer, troubleshooting, problem resolution, and interpersonal relations skills.
• Solid working knowledge of TM products and services.

Responsibilities

• Assist with TM client calls, emails/chats/secure messages, and partner with appropriate Orrstown stakeholders to resolve issues.
• Assist Implementation Team in onboarding and servicing existing and new clients, including creating TM documentation and processing client maintenance requests.
• Assist with maintenance or set-ups for account analysis fees.
• Complete annual reviews as set forth by the procedures and policies.
• Quality Control set-ups and maintenance requests.
• Daily review of audit logs.
• Review, test, and document test plans for software updates, releases, and service packs.
• Provide key support to Treasury Management Implementation team for implementation of new products and services.
• Serve as a subject matter expert and train Treasury Management Client Care Specialist I's and II's.
• Provide input on TM policies, procedures, risk assessments, audits, compliance, and budgeting.
• Coordinate specific work tasks with personnel from applicable departments to ensure smooth information flow.
• Attend regularly scheduled coaching and counseling sessions with supervisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees