Treasury Services Client Support Associate

ESSENTIAL DUTIES & RESPONSIBILITIES

• Provide customer service and support for Treasury Management products and services.
• Support both the commercial customer base and internal associates through incoming calls, emails, and Teams messages.
• Provide customer training for Treasury Management products & services for the commercial customer base.
• Communicate with Line of Businesses on system and fraud issues impacting customers.
• Additional daily responsibilities relating to servicing the Treasury Management customer base established for new product and service offering(s).
• Comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• A high school diploma or general education degree (GED) is required.
• One to two years of banking experience, including a focus on customer service.
• One year of Treasury Products & Services experience is preferred.
• A basic understanding of banking products and services.
• A strong attention to detail and ability to follow processes and guidelines.
• A proficient level in Microsoft Office (Excel, Outlook, Word).
• Good written and verbal communication skills.
• The ability to manage multiple tasks and meet deadlines in a fast-paced environment.