Treasury Management Client Support Specialist

Role Overview

• Provide on-going email and telephone client support and resolution for all Treasury Management products and services.
• Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner.
• Ensures Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
• Develop and maintain extensive technical knowledge of products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
• Provide primary phone support and daily contact for client resolution on Treasury Management issues, products, and commercial account analysis.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.

Requirements

• Education: High School Diploma, GED or equivalent education.
• Experience: 2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations);
• Previous banking experience preferred.
• Certifications/Specific Knowledge: MS office expertise,
• Ability to read, write, speak and understand English;
• Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred.
• Excellent written/oral communications skills;
• Proven success in problem analysis and resolution;
• Strong attention to detail and accuracy;
• Strong organization skills;
• Ability to manage multiple detailed work assignments with a high degree of accuracy.

Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.