Treasury Management Client Support Specialist
Quick Apply Full-time 15 hours ago Full Job Description Provide telephone and email support with full issue resolution for all Treasury Management products and services.
Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner.
Provide day-to-day general supervisory support and training to Support Specialists.
Act as lead on special project involving client documentation and system data maintenance.
Provide day-to-day system training to internal and external clients.
Ensure all internal processes and procedures are compliant with regulatory guidelines.
ESSENTIAL FUNCTIONS Maintain and consistently augment extensive technical knowledge of Treasury Management products, services and pricing, operating systems, data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
Provide day-to-day general supervisory support and training to Support Specialists, requiring some travel for training and guidance purposes.
Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner; partnering with Treasury Management Implementation Specialists and Sales Officers when necessary.
Provide phone support for client resolution on Treasury Management issues, training clients as requested.
Act as lead on special projects involving client documentation of processes and procedures, and system data clean-up and maintenance.
Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services.
Provide subject matter expertise to internal bank staff as required.
OTHER DUTIES Participate in data mapping, testing and other conversion projects related to Bank mergers.
Accepts other duties as assigned.
COMPETENCIES Proven excellent communication skills, and ability to provide excellent customer service Strong knowledge of banking Qualifications and Education Requirements Education:
Bachelor's Degree or equivalent work experience preferred.
Experience:
2 years of experience supporting and training on the full complement of Treasury Management products and services; 2 or more years customer services experience; and 2 or more years previous banking experience.
Knowledge:
MS office expertise, ability to read, write, speak and understand English; extensive knowledge of Treasury Management products / services, account analysis and online banking systems.
Skills:
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.
TRAINING REQUIREMENTS/CLASSES On the job training with other Treasury Management team members.
Required annual compliance training.
RECOMMENDED ADDITIONAL TRAINING Product and system knowledge as needed.
Supervisory Responsibility This position has general supervisory responsibilities.
PHYSICAL DEMANDS/WORK ENVIRONMENT Must be able to effectively access and interpret information on computer screens, documents, reports, and identify customers.
Must be able to sit and talk on phone for long periods of time.
TRAVEL This position may require some travel from time to time.
#LI-CE1 Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner.
Provide day-to-day general supervisory support and training to Support Specialists.
Act as lead on special project involving client documentation and system data maintenance.
Provide day-to-day system training to internal and external clients.
Ensure all internal processes and procedures are compliant with regulatory guidelines.
ESSENTIAL FUNCTIONS Maintain and consistently augment extensive technical knowledge of Treasury Management products, services and pricing, operating systems, data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
Provide day-to-day general supervisory support and training to Support Specialists, requiring some travel for training and guidance purposes.
Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner; partnering with Treasury Management Implementation Specialists and Sales Officers when necessary.
Provide phone support for client resolution on Treasury Management issues, training clients as requested.
Act as lead on special projects involving client documentation of processes and procedures, and system data clean-up and maintenance.
Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services.
Provide subject matter expertise to internal bank staff as required.
OTHER DUTIES Participate in data mapping, testing and other conversion projects related to Bank mergers.
Accepts other duties as assigned.
COMPETENCIES Proven excellent communication skills, and ability to provide excellent customer service Strong knowledge of banking Qualifications and Education Requirements Education:
Bachelor's Degree or equivalent work experience preferred.
Experience:
2 years of experience supporting and training on the full complement of Treasury Management products and services; 2 or more years customer services experience; and 2 or more years previous banking experience.
Knowledge:
MS office expertise, ability to read, write, speak and understand English; extensive knowledge of Treasury Management products / services, account analysis and online banking systems.
Skills:
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.
TRAINING REQUIREMENTS/CLASSES On the job training with other Treasury Management team members.
Required annual compliance training.
RECOMMENDED ADDITIONAL TRAINING Product and system knowledge as needed.
Supervisory Responsibility This position has general supervisory responsibilities.
PHYSICAL DEMANDS/WORK ENVIRONMENT Must be able to effectively access and interpret information on computer screens, documents, reports, and identify customers.
Must be able to sit and talk on phone for long periods of time.
TRAVEL This position may require some travel from time to time.
#LI-CE1 Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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