Treasury Management Client Support Specialist I

Why Bank OZK

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts.

Job Purpose & Scope

Performs duties associated with the service and support of Treasury Management products and services for Treasury Management clients. Products include ACH, wire transfers, remote deposit, positive pay, sweeps, and other Treasury Management products and services offered by the Bank.

Essential Job Functions

1. Provide primary phone and email support and daily contact for client resolution on Treasury Management product and services queries.
2. Research product information in response to client and business partner service and support requests, responding in a professional, timely, and efficient manner.
3. Partner with Implementation Specialists, Sales Officers, and other internal teams to take and/or complete client support requests.
4. Engage in direct contact with clients for basic troubleshooting to resolve service issues.
5. Maintain appropriate tracking logs and information, based on client interactions.
6. Ensure clients' daily business needs are met by delivering essential Treasury Management support, covering business online banking, transaction entry, and temporary limit increase requests.
7. Provide daily support to Treasury Management clients with lockouts, password resets, and self-administration assistance.
8. Develop and maintain basic knowledge of the core Treasury Management products and services including ACH and Wire Origination.
9. Open and work assigned service tickets, when necessary.
10. Advise clients on potential improvements to product and service utilization based on their business use and needs.
11. Communicate and work with third-party vendors utilized for Treasury Management services in relation to client support and troubleshooting.
12. Performs other duties as assigned, including additional administrative tasks to aid in the support of the Treasury Management Sales Officer, Treasury Management leadership, and other partners, as needed.

Knowledge, Skills & Abilities

1. Ability to manage multiple tasks at one time and perform well under pressure created by high-risk functions associated with daily deadlines, high transaction volumes and large transaction amounts.
2. Ability to organize work and maintain attention to detail.
3. Ability to develop and maintain positive and effective working relationships with others.
4. Ability to communicate effectively both verbally and in writing.
5. Skilled in using Microsoft Windows and MS Office applications.
6. Knowledge of audit expectations, fraud mitigation procedures, and risk requirements.
7. Ability to efficiently learn new products, software, and procedures, as needed.
8. Ability to demonstrate sound judgment when decision-making and problem solving.
9. Ability to demonstrate flexibility to meet the needs of a rapidly changing working environment.
10. Sound knowledge of current Bank policies and procedures, as well as Federal and State laws and regulations.

Basic Qualifications

1. High School Diploma or equivalent required. Associate or bachelor's degree, preferred.
2. Minimum of one (1) year of related customer service or treasury management work experience and/or specialized training required.
3. Minimum of one (1) year of work experience in Bank Operations, Audit, Implementation, and/or treasury functions preferred.
4. Minimum of one (1) year of work experience with computers, including Microsoft Word and Excel required.
5. Bilingual skills in Spanish preferred.

Job Expectations

Operate customary equipment and technology used in a business environment, with or without accommodation.

Notes: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

This position is not eligible for employer-sponsored work authorization or immigration assistance. Applicants must be able to maintain authorization to work in the United States without current or future sponsorship by Bank OZK.

EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.