Treasury Management Customer Support Specialist

About the role

The Treasury Management Customer Support Specialist I provides primary support for the treasury management phone queue, ticketing portal, and all email platforms. They assist customers and team members with inquiries or concerns related to business solutions, respond to technical questions regarding access and functionality including troubleshooting of business solutions, complete initial set up and maintenance requests for Business Online Banking and business solutions, utilize sales and service strategies to retain existing relationships and enable growth of new relationships by referring business solutions as needed, actively participate in follow-up strategies, monitor service events, respond or escalate as needed, cross train with members of the Treasury Management Department to develop additional knowledge and skills, attend training as requested, adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program, participate in outside community activities as required, perform other duties as assigned.

Requirements

• High School diploma or GED
• Bank and/or Corporate Treasury Management experience preferred
• 1 year of experience in a related role preferred
• Customer service experience preferred
• Proficient with Microsoft Office and other standard software applications
• Able to serve customers in a courteous and professional manner
• Able to build relationships with customers and internal teammates
• Basic organization and time management skills
• Maintain a professional demeanor at all times
• Effective verbal and written communication skills
• Excellent interpersonal skills
• Critical thinking and problem-solving skills with the ability to recognize and resolve subsequent effects of the primary issue
• Technical skills to assist in resolving integration/connectivity issues with treasury management services
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Maintain confidentiality discretion
• Able to effectively work in collaboration with others
• Willing to grow and be challenged

Qualifications

• Ability to work independently while demonstrating excellent organization and follow through
• Able to prioritize workload
• Self-motivated, positive, and enthusiastic
• Strong desire to exceed expectations
• Ability to work in a fast-paced environment

Skills

• Customer service skills
• Technical skills for treasury management services
• Problem-solving skills
• Organizational skills
• Communication skills

Benefits

We offer comprehensive benefits and recognition including generous ATO, personal days, sick time, combined accrued time with short-term disability for 100% pay, Employee Assistance Program, Employee Care Fund, peer-nominated award ceremonies, and an interactive digital rewards platform. We also provide opportunities for professional development through mentorships, workshops, banking schools, and certifications.