Treasury Service Analyst
Full-time
COGENT BANK
: Description:
Job Summary
Seeking a customer service focused business support specialist. The successful candidate will have experience with bank sales support and operations and will provide top-notch, troubleshooting assistance to our Commercial/Treasury Management (TM) clients while deepening and retaining existing customer relationships.
Requirements:Responsibilities and Duties
This position serves as the primary contact for all Treasury Management service requests and provides documentation preparation, customer service, product implementation, training, installation, and product maintenance in a timely and efficient manner, while assisting with other projects and duties as needed including but not limited to:
- Field medium to high volume inbound and outbound calls from Commercial/Treasury Management clients and offer set up and support for all TM products and services.
- Acts as Subject Matter Expert for TM products, services and systems.
- Build relationships with our TM team, clients and operations groups.
- Fast paced, highly efficient environment - must be able to multi-task with accuracy and be detail oriented.
- Accurately process, identify and address clients' needs by providing a variety of services which include opening new accounts, accepting and processing documents, and performing any account servicing duties.
- Provides client training on various Treasury products as needed.
Qualifications and Skills
- A high school diploma is required as is a minimum 2+ years' experience in a bank branch or bank call center environment providing support and technical troubleshooting to customers. A combination of related experience and education may be considered.
- Preferred candidates will have knowledge of banking sales and operations. On-the-job training will be provided with the Treasury Management portion.
- Thorough understanding and proven success within a customer service environment is required.
- Ability to effectively present information and respond to inquiries from clients.
- Strong verbal and written communication skills to work effectively with customers, and various members within the organization.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Experience with ACH, Remote Capture, Online Banking, and Account Analysis.
- Working knowledge of Microsoft Office and database software applications
Vacancy posted 1 day ago
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