Treasury Solutions Specialist

Position Goals:

Provide issue resolution to treasury customers via phone call/email relate to treasury products. Perform maintenance and new product setup on customer accounts, and deliver a superior on-boarding experience by building connectivity to solidify the relationship with the customer and ensure that service is provided in an exemplary fashion.

Essential Duties and Responsibilities:

• Develop expertise in the use of the various treasury products.

• Answer incoming calls and deliver extraordinary service that exceeds the caller's expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.

• Answer customer questions, resolve issues and provide in-depth client and internal sales staff support on all treasury products (deposit products, Online Banking, ACH, Remote Deposit Capture, Wire Transfer, Positive Pay, Account Analysis, Loans, Bill Pay, etc.).

• Perform maintenance on customer accounts and work closely with the Treasury management Sales team to set up new customers and perform the on-boarding of new customers (i.e. training on products).

Additional Duties and Responsibilities:

• Assist with special assignments, projects, or other work related duties as assigned to ensure strategic support.

• Assist with outbound calls as needed.

• Provide personalized service that supports the client's needs and builds the relationship.

• Assist with online banking enrollments as needed.

Position Requirements:

Education - High school diploma or equivalent (GED).

Experience - Over one (1) year of customer service experience.

Other - None.

Preferred Requirements:

Knowledge of treasury products.

Prior banking experience.

Microsoft product knowledge (Outlook, Excel, Word, etc.).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)