Treasury Support Specialist

Commercial Bank•Ithaca, MI

8h•Onsite

About The Position

The Treasury Support Specialist supports the Treasury Management department’s functions and growth goals, including customer onboarding, product implementation and follow-up, identifying treasury management opportunities, resolving problems, and cross-selling products and services. The role follows Commercial Bank policies and procedures while providing excellent service to customers with depository accounts and treasury management services, and serves as a resource to Commercial Bank team members regarding those services. The specialist engages with business customers and prospects to recommend products and services, prepare and discuss proposals, activate treasury management services, and provide onboarding, training, implementation, and ongoing support. The position works with Business Banking Specialists, Commercial Lending, Branch Administration, and other departments to resolve issues, improve service and processes, build staff knowledge, and meet customer needs. It also maintains product knowledge, supports compliance and internal controls, and completes tracking as directed by the Treasury Support Team Lead.

Requirements

High school diploma or equivalent.
At least 2 years of banking or related experience.
Ability to multitask.
Demonstrated problem-solving ability.
Good understanding of Commercial Bank depository products and services.
Strong organizational skills.
Excellent written, verbal, interpersonal, and problem-solving skills, with the ability to communicate effectively and project a professional image.

Responsibilities

Contact new and existing business customers to discuss and recommend products and services suited to their needs.
Create, deliver, and discuss proposals for prospects and customers, with a focus on deposit growth and treasury management services.
Activate treasury management services and manage customer onboarding, training, and implementation.
Ensure business customers understand and can use treasury management services, are satisfied with them, and receive ongoing support.
Deliver the Bank’s customer service promise and follow up promptly.
Coordinate with Business Banking Specialists and the Commercial Lending team on changes to existing accounts and services.
Work with other departments to identify and resolve enrollment and product or service usage problems.
Communicate regularly with management about customer satisfaction, products and services, and problem resolution.
Recommend product enhancements based on experience, competition, and customer feedback.
Complete tracking spreadsheets for productivity, customer prospecting and retention, risk-based monitoring, and product sales as directed by the Treasury Support Team Lead.
Collaborate with the Treasury team to develop efficient and effective processes and procedures and improve service.
Work with the Treasury team and Branch Administration to assess Business Banking Specialists’ product and service knowledge and participate in training.
Collaborate with Branch Administration to advise high-net-worth personal customers connected to business banking relationships about existing and new products and services.
Maintain knowledge of Commercial Bank products, services, and procedures for selling, opening, and servicing them.
Ensure compliance with internal controls, policies, and procedures, and recommend procedural changes to streamline processes.
Abide by applicable bank regulations, including BSA and OFAC, and all Bank Policies.
Perform other duties as assigned.