Treasury Management Client Support Specialist I

Summary

This position is responsible for providing exceptional service to Treasury Management (TM) customers by correctly completing product setups, training and installations by phone, maintenance, and supporting customers via phone and email.

Major Duties and Responsibilities

• Performs setups on multiple systems and communicates with other departments to provide setup instructions when necessary.
• Performs maintenance and updates on product setups when changes are required.
• Receives phone calls and emails for product/customer support.
• Completes customer product training and equipment installations by phone for the proper use of TM products and services.

Additional Duties and Responsibilities

• Completes various reports, surveys and projects as assigned.
• Maintains and audits various logs of customer and product information to assist in customer support and track periodic updates.
• Performs research to resolve errors and answer customer inquiries.
• Notifies customers when updates to agreements are required and tracks documents until executed and received from the customer.
• Scans various documents and correspondence from internal and external customers to the document imaging system for historical records.
• Communicates with 3rd‑party vendors to complete setups and maintenance for 3rd‑party services.
• Assists internal customers with questions regarding Treasury Management services.
• Prepares and mails termination letters to customers when TM services are terminated by the bank or the customer.
• Completes all required compliance exams on a yearly basis.
• Adheres to all First United policies and procedures.
• Other duties as assigned by supervisor.

Employee Specifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High school diploma or GED required.
• Two years banking experience required.
• Two years experience providing customer service by phone required.
• Good understanding of bank operations, products and services required.
• JHA Silverlake experience required.
• Knowledge of financial institution policies and procedures preferred.

Technical/Functional Competencies

• Exceptional interpersonal skills with ability to work with a variety of people and personality types.
• Relates well with customers and employees by all means of communication, including written, verbal and non‑verbal.
• Demonstrates good judgment.
• Possesses a strong sense of customer service.
• Demonstrates dependability through good attendance and adherence to timelines and schedules.
• Proficient in the use of the internet and Microsoft Office products: Word, Excel and Outlook.
• Willingness to accept additional responsibilities.
• Takes initiative in the completion of projects.

Location: Plano‑Parkwood.