Treasury Support Specialist

About the role

Under direct supervision of the Chief Retail Officer, this position is responsible for providing support, sales and service to business banking customers. The Treasury Support Specialist will serve as the main contact for customer inquiries regarding cash management needs. The Specialist will service existing customers, offer product and service solutions, offer operational support. The Specialist will have the ability to demonstrate consistency in leveraging the conversation model, effectively utilize the Financial Needs Analysis, submit quality (number and quantity) referrals, meet or exceed incentive thresholds, as well as customer and job expectations.

Responsibilities

• Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services
• Accurately open, maintain, and close deposit accounts and services
• Support and process client requests including but not limited to: wires, funds transfers, administrator changes, line changes, etc.
• Identify, expand (cross-sell) and deepen customer relationships by profiling customers to recommend appropriate products and services that meet customer needs
• Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs
• Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and timely customer follow-up
• Answer customer questions and resolve related account issues, including phone and in-person
• Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and Regulatory Requirements Governing Retail Deposit Accounts
• Perform other duties as assigned

Qualifications

Experience Required: 1 year of sales and/or customer service experience and completion of Banker Certification within 6-8 months

Experience Preferred: 2 - 4 years of sales and customer service experience in a sales and goals-based environment, with a strong emphasis on customer service

Education Required: High School Diploma or general education degree (GED)

Education Preferred: Associate's Degree business or related field

Working conditions

An individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance.

Benefits

• Outstanding Medical, Dental, and Vision Insurance
• 401(k) matching
• Employee Stock Ownership Plan
• Paid Time off
• Paid Holidays
• Flexible Spending Account
• Pet Insurance
• And so much more!