Treasury Management Support Specialist 1

Starting pay rate based on experience with a minimum hourly rate of $19.00.

About Us

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. Our corporate values are Caring, Loyalty, Integrity, Friendship, and Fun.

Benefits

• Access to Marathon Health Clinics which provide free visits and prescriptions
• Generous Paid Time Off benefit
• Tuition Reimbursement
• 401K match
• Associate Stock Ownership Plan
• Daycare Reimbursement
• Free onsite fitness center and fitness reimbursements
• Health and Wellness Programs
• Diversity/Equity/Inclusion Council
• Career growth opportunities
• Work/Life Balance

Responsibilities

• Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
• Prepare and review completed Treasury Management Service Agreements.
• Provide implementation of all Treasury Management products and services.
• Review CRTs from Sales Officers for completion. Obtain additional information and approvals as needed.
• Work closely with clients, Treasury Management Sales Officers, and other internal departments to complete the set-up of Treasury Management products and services, including pre-implementation, implementation, and post-implementation of new client set-ups, revisions, or deletions to products and services.
• Provide research on the client database via account reviews to Sales Officers and the Treasury Management Operations Manager.
• Communicate with customers by phone or email to effectively resolve questions, problems, or follow up regarding the implementation of Treasury Management services.
• Communicate with third-party vendors and the Treasury Management Operations Manager to resolve any ongoing issues.
• Establish and build relationships with clients, displaying a caring attitude.
• Provide temporary limit increases on ACH and RDC transactions. Obtain needed approvals according to the Treasury Management Standard.
• Properly identify a customer’s root issue and provide a resolution. Identify when the issue needs to be escalated.
• Provide remote customer onboarding for all Treasury Management products and services.
• Provide implementation, onboarding, and ongoing support for all MyBiz Plus customers.
• Maintain a well-developed working knowledge of the complete line of products and services offered, taking initiative to keep up to date and request assistance for further development needs.
• Follow up with clients, prospect clients, and sales officers on any pending items.
• Maintain files for pending and completed projects.
• Assist in any special projects assigned by the Treasury Management Operations Manager.

Requirements

• High school diploma
• Detail-oriented, well-organized, and ability to work independently and consistently
• 1-2 years of customer service experience is required; previous banking experience preferred

Skills

• Computer skills: Microsoft Excel and Word
• Excellent verbal and written communication skills
• Customer service experience
• Ability to work well with others in a team environment
• Ability to continue workflow with frequent interruptions
• Highly detail-oriented
• Strong organizational skills
• Able to prioritize and change direction quickly based on sense of urgency