Treasury Solutions Operational Specialist

Responsibilities

• Aid internal and external customers with inquiries and questions regarding their Treasury services.
• Set up all Treasury Solutions product and/or service requests submitted by the sales team.
• Provide exceptional customer service experiences for all Treasury Solutions clients.
• Resolve banker/sales requests using proficient knowledge of various Treasury Solutions platforms.
• Research client process issues to identify issues and impacts, and navigate within the organization or vendors for resolution.
• Stay updated and knowledgeable about all Treasury Solutions products and services.
• Act as a resource within the TS teams and the bank for operational processes and procedures.
• Perform other related duties as assigned.

Qualifications

• A high school diploma or equivalent; a bachelor’s degree is preferred.
• A minimum of 3 years of banking experience.
• Detailed orientation and advanced written and verbal communication skills.
• Strong problem-solving skills.
• Ability to utilize various systems and software, including Microsoft Office products.
• Ability to work collaboratively with others and prioritize tasks.
• Ability to resolve questions and issues independently.
• Understanding and application of policies and procedures, as well as federal/state regulations.

Physical Demands

• Frequent standing or sitting.
• Kneeling, stooping, or squatting.
• Using hands and fingers to handle or feel objects, tools, or controls.
• Rarely lifting and/or moving up to 25 pounds.
• Close, peripheral, depth, and focusing vision.
• Communicate effectively, both verbally and in writing.
• Work closely with internal business partners and external clients.
• Uphold confidentiality at all times.
• Exposure to high-risk situations requiring detailed instructions and procedures.

Work Environment

• Communicate effectively, both verbally and in writing.
• Work closely with internal business partners and external clients.
• Uphold confidentiality at all times.
• Exposure to high-risk situations requiring detailed instructions and procedures.