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Treasury Mgmt. Solutions Center Specialist

3 months ago

Excelsior Springs, Missouri, United States Alerus Financial Full time

Position Summary:
The Treasury Management (TM) Solutions Center Specialist is responsible for handling inbound client interactions and assisting with the implementation of new TM products and services. This position will work directly with TM client and internal team members to provide first point of contact support to their TM service needs. As the first point of contact, this position is will be responsible for the assessment of need, determining best approach to address client concerns, and work with the client to remedy any issues associated with TM services. This position will focus on issues resolution and high client satisfaction as well as escalation of convers when immediate servicing needs cannot be accomplished.

Essential Responsibilities:
Job Function 1: Client Service - 70%

  • Ensures complete client satisfaction through active partnership with TM Consultants, TM Specialists, third party vendors and other internal departments to provide timely response to service requests.
  • This position will have direct interaction with TM clients. Most involvement will be through telephone or email channels.
  • There will be instances where a client may be transferred from other divisions of the organization. This client handoff may occur via telephone transfer, email or through internal customer contact software.
  • In all instances client interaction will be required to properly ensure the most accurate and timely execution of high-quality TM service and support.
  • Ensure proper documentation is obtained for purposes of accurate client setup and future audit of work processes in the TM division.
  • Ability to multi-task by handling inbound phone calls and emails.

Job Function 2: Treasury Management Service Implementation - 20%

  • Process implementation requests for treasury management products.
  • Set-up of treasury management products and services in respective systems
  • Performs check back of services set-up prior to clients going live.
  • Follows up with clients to ensure proper installation of products and services, taking responsibility to answer questions.
  • Train clients on treasury management services being implemented.

Job Function 3: Projects and Personal Development - 10%

  • Work on projects, system clean-up initiatives as assigned by manager.
  • Personal development and training based on career development discussions with manager.

Position Requirements:
Qualifications:

  • 3-5 years of banking or treasury management experience.
  • Demonstrated client service or customer service required (phone and email).
  • Ability to problem solve and prioritize multiple tasks with strong attention to detail.
  • Proven ability to adapt to a fast paced, changing environment.
  • Strong organization skills.
  • Ability to effectively communicate with all levels of the organization, strong verbal, and written skills.
  • Proficient with Microsoft products such as Excel, Word and PowerPoint, Outlook, and Microsoft 365.

Personal Characteristics:

  • Demonstrated relational skills such as diplomacy, judgement, decision making and discretion.
  • Demonstrated critical thinking skills.
  • Initiative, creativity and energetic active engagement in all work responsibilities.
  • Established communication and organizational skills.
  • Demonstrated professional business skills and demeanor.
  • Demonstrated ability to identify and problem solve complex situations.
  • Ability to communicate effectively with clients and co-workers.
  • Ability to work independently while supporting a collaborative, team-oriented environment.
  • Reliable follow through without supervision.
  • High attention to detail.
  • Resourceful.
  • Time management skills.

Physical Demands - Must be met with or without a reasonable accommodation:

  • Extended periods of time sitting at a desk and using office equipment.
  • Ability to operate a personal computer/laptop for approximately 8 hours per day.
  • Extended time is spent reviewing documents, both actual papers or electronic.
  • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
  • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
  • Will spend most of time in an indoor environment.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.



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 c)