Treasury Management Support Specialist

Job Description

Job Description

Position Summary:

The Treasury Management Support Specialist (TMSS) is responsible for providing exceptional customer service to clients who utilize treasury management services.  This position will support customers directly via phone, email, and live chat services to resolve simple and complex customer service issues pertaining to online banking and related treasury services for business clients and their employees.  The TMSS will work closely with other Treasury Management team members in Operations, Sales, and Onboarding, as well as with internal departments for research and error resolution.  This position will ensure department procedures are followed and will escalate any issues or errors to the Team Lead or Management.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Assist clients with questions, requests, or issues regarding treasury products and services in a timely and efficient manner
2. Provide internal support and responding with high degree of professionalism to branch, lending, and other bank personnel
3. Adhere to department standards for quality of service
4. Assist with special projects as needed (updates, enhancements, new product launches, etc.) 
5. Multitask and work independently and in a team setting
6. Solve problems while applying logic and discretion
7. Adapt to change and respond to all requests in a professional manner
8. Analyze and solve problems for which there are not always precedents
9. Understand and process multiple types of inquiries in a professional, fast-paced, and high-volume environment
10. Experienced colleague may train new colleagues
11. Performs all other duties as assigned.

Supervisory Responsibility:

This position has no supervisory responsibilities. 

Position Type:

This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.  

Travel:  

Travel is expected 5%-10% of the time for this position.  

Work Environment:

This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.  

Physical Demands:

This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.                       

Mental Demands:

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. 

Education and Experience:

• High School Diploma or GED 
• One year of related work experience in a financial institution, preferably with some knowledge of online banking, electronic payments such as ACH and Wires, and Remote Deposit
• Must be able to work well in a deadline driven, fast past environment 
• Ability to read and comprehend instructions, correspondence, procedures, and memos
• Strong interpersonal and communication skills
• Excellent organizational skills and time management
• Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks
• Proficient in all Microsoft Office software, such as Outlook, Word, Excel, PowerPoint, etc.
• Proficient in Adobe