Treasury Management Svc Spec
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
About the role
The TM Service Specialist will work directly with Treasury Management clients and internal associates to provide first point of contact service and support for TM service needs. This position focuses on issue resolution, high client satisfaction, and escalation of concerns when immediate servicing needs cannot be accomplished. The role is key to our client retention strategy.
Responsibilities
- Rapidly understand the client’s reason for contacting TM Service & Support and set proper expectations for problem resolution.
- Own the client’s request through resolution, ensuring high-quality client service.
- Resolve client issues on first contact; when first-contact resolution is not possible, set appropriate expectations with the client.
- Maintain documentation on each client interaction to track client satisfaction and use as a historical record.
- Provide training for existing clients to ensure optimal use of TM Services.
- Perform existing client maintenance and configuration changes.
- Present cross-sell opportunities to Treasury Management Consultants as appropriate.
Key Competencies
- Compelling Communication: Openly and effectively communicates with others, tailoring delivery to engage the audience. Unites others toward common goals by actively listening and clarifying expectations.
- Makes Decisions & Solves Problems: Takes ownership of problems, collaborates on resolutions, and evaluates root causes. Recommends sound solutions based on available facts and constraints.
- Delights Clients: Continuously seeks knowledge to provide a best-in-class client experience. Maintains a growth mindset and understands data/metrics tied to client satisfaction and business outcomes.
- Personifies ONB Culture: Demonstrates pride in ONB and models its values in daily interactions. Places organizational goals above individual or team goals and invests in helping clients and communities thrive.
Requirements
- Associate’s or Bachelor’s degree and/or H.S. Diploma/GED with equivalent work experience.
- Strong knowledge of Treasury Management products and services.
- Proven ability to troubleshoot hardware and software issues.
- Ability to communicate complex technical solutions to business clients.
- 3-5 years of experience in business banking products and services.
- Proficient in using internet browsers.
- Strong attention to detail and ability to work independently using standard practices and procedures.
Benefits
- Competitive compensation with salary and incentive program.
- Medical, dental, and vision insurance.
- 401K retirement plan.
- Continuing education opportunities.
- Employee assistance program.
- Impact Network Groups led by team members to drive engagement, awareness of diverse backgrounds, and inclusion.
Pay
The salary range for this position is $22.00/Hr. - $34.00/Hr. Final compensation will be determined by location, skills, experience, qualifications, and the career level at which the position is filled.