Treasury Mgmt Customer Exp Specialist II
About The Position
The Treasury Management Customer Experience Service Specialist for Specialized Products has a pivotal role, providing direct support for clients, sales partners, and technical contacts working with specialized products including, but not limited to eBill Present & Pay, Integrated Receivables, and Print & Mail. This role involves ownership of product implementation tasks, establishing goals and milestones throughout specialized product implementations, and tracking progress. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution. This position requires demonstrated expertise in onboarding commercial treasury products and executing both technical and client-facing components.
Requirements
- High School Diploma
- 3 or more years of Treasury Management experience
- Demonstrated expertise in onboarding and implementing commercial treasury products, including both technical components and client-facing execution.
- Proven Treasury Management background with experience driving complex implementations and delivering results under demanding timelines.
- Excellent written and verbal communication skills, including professional grammar and demeanor.
- Skilled communicator capable of providing clear, concise direction, resolving challenges, and proactively escalating issues when needed.
- Proficiency in Microsoft Office Suite.
- Applicants must be currently authorized to work in the United States on a full-time basis.
Nice To Haves
- Strong alignment to Huntington’s core values: Can-Do Attitude, Service Heart, and Forward Thinking.
- Ability to quickly develop a deep understanding of Huntington’s Treasury Management product suite.
- Exceptional collaboration skills with the ability to engage cross-functional teams and external partners to drive results.
Responsibilities
- Develop and manage strong relationships with clients utilizing Huntington’s Specialized Product solutions, offering ongoing support to ensure evolving needs are met.
- Take ownership of service and research inquiries, troubleshoot issues, and resolve any concerns related to the Specialized Products supported.
- Identify and engage key partners such as TM product partners, vendors, TM Sales, TM Service, and other technical contacts to resolve issues and provide thought-based solutions.
- Communicate proactively with a solution-focused approach to ensure transparency, foster collaboration, and keep stakeholders consistently informed on progress, challenges, and resolution plans.
- Support client enablement activities, including documentation completion and client training.
- Ensure that all treasury and cash management processes adhere to the bank’s compliance policies, as well as federal and state regulations governing the services supported.
- Follow established risk guidelines and ensure a timely resolution to mitigate any customer complaint.
- Proactively escalate issues requiring senior management engagement to ensure swift resolution.
- Create and monitor performance reports.
- Leverage insights from these reports to address customer and partner needs effectively and identify opportunities for process improvements.
- Collaborate with internal departments, such as Product, Sales, Service & Onboarding, Technical Support, and Operations to address client needs and ensure that service delivery aligns with organizational standards.
- Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals.
- Maintain up-to-date knowledge on products, services, departmental systems and related technology, policies, and procedures.
- Demonstrate excellent verbal and written communication skills across all levels of the organization.
- Identify opportunities to enhance onboarding processes and improve client experience.
- Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement.
Benefits
- The job description mentions that the position is Exempt, meaning it is not eligible for overtime pay.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
