Treasury Management Client Services Analyst

2 weeks ago

Russellville, United States CB&S Bank Full time
Job DescriptionJob Description

GENERAL FUNCTION:

The Treasury Management Client Services Analyst is a client-facing position that provides exceptional service and attention to CB&S Bank clients who utilize or expect to utilize Treasury Management services specifically. The Analyst also provides assistance to Bank partners who have an interest in those clients. The Analyst is tasked with coordinating with the Treasury Management Sales team and other Bank partners to onboard new TM clients; implement, modify, or delete TM services and pricing; and provide clients with training on those services. The Analyst is also tasked with providing clients ongoing TM-related operational support and assistance via phone or email. The Analyst is expected to comply with all Bank policies and procedures, retain client interaction records, provide reports and other information to management, and to identify issues impairing client experience.


MAJOR DUTIES AND RESPONSIBILITIES:

  • Onboard new Treasury Management clients.
  • Coordinate implementation, modification, or termination of Treasury Management services with all Bank partners as necessary to ensure excellent client experience.
  • Respond to customer inquiries or concerns via email or telephone related to Treasury Management services and pricing.
  • Gather necessary information and engage various Bank partners to document and resolve client issues.
  • Maintain telephone call records and document client interaction for future reference.
  • Provide clients with ongoing Treasury Management operational support including user verification and access, problem resolution, account information and training.

ADDITIONAL RESPONSIBILITIES:

  • Refer Treasury Management sales and pricing related questions from clients or prospects to Treasury Management Sales.
  • Refer non-Treasury Management related inquiries to appropriate Bank department for handling and resolution.
  • Participate in special projects or perform any other duties assigned by supervisor.

JOB QUALIFICATIONS:

  • Bachelor's degree in Finance/business related degree or equivalent experience.
  • Three years of experience in retail banking or client-facing bank support role.
  • Experience in bank operations with Treasury Management product and service knowledge preferred.
  • Demonstrated ability to use various computer software packages.
  • Excellent organizational and communication skills, both verbal and written.
  • Proficient decision-making skills.
  • Demonstrated ability to interact effectively with customers and bank partners.
  • Demonstrates proficiency and commitment to excellence in performance of duties and to client experience.
  • High school graduate or equivalent.
  • Ability to perform repetitive tasks.


Job Posted by ApplicantPro

  • Treasury Management Client Services Analyst

    7 days ago

    Russellville, United States CB&S Bank Full time

    GENERAL FUNCTION: The Treasury Management Client Services Analyst is a client-facing position that provides exceptional service and attention to CB&S Bank clients who utilize or expect to utilize Treasury Management services specifically. The Analyst also provides assistance to Bank partners who have an interest in those clients. The Analyst is tasked with...

  • Treasury Management Client Services Analyst

    1 week ago

    Russellville, United States CB&S Bank Full time

    GENERAL FUNCTION: The Treasury Management Client Services Analyst is a client-facing position that provides exceptional service and attention to CB&S Bank clients who utilize or expect to utilize Treasury Management services specifically. The Analyst also provides assistance to Bank partners who have an interest in those clients. The Analyst is tasked with...

  • Treasury Management Sales Consultant

    6 days ago

    Russellville, United States CB&S Bank Full time

    GENERAL FUNCTION:The Treasury Management Sales Consultant I (TMC) is primarily responsible for developing new TM business relationships with prospects and expanding TM business relationships with existing clients. The TMC approaches their responsibilities professionally and in a client-centric, consultative manner leading to an exceptional client experience....

  • Treasury Management Sales Consultant

    5 days ago

    Russellville, United States CB&S Bank Full time

    Job DescriptionJob DescriptionGENERAL FUNCTION:The Treasury Management Sales Consultant I (TMC) is primarily responsible for developing new TM business relationships with prospects and expanding TM business relationships with existing clients. The TMC approaches their responsibilities professionally and in a client-centric, consultative manner leading to an...

  • Personal Lines Support Analyst

    1 week ago

    Russellville, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. WHAT YOU’LL DO: Service inbound calls, emails and daily tasks Process endorsement requests Quote new and/or renewal business with multiple carriers to find best value for clients Make coverage recommendations...

  • Senior Accountant III

    2 weeks ago

    Russellville, United States Transco Lines Inc. Full time

    Job DescriptionJob DescriptionThe successful candidate will possess a solid foundation in accounting principles and practices as well as a working understanding and utilization of business intelligence analysis and tools.The person in this role will be involved in everything from preparing journal entries and financial statements to analysis and presentation...

  • Senior Accountant III

    4 weeks ago

    Russellville, United States Transco Lines Inc. Full time

    Job DescriptionJob DescriptionThe successful candidate will possess a solid foundation in accounting principles and practices as well as a working understanding and utilization of business intelligence analysis and tools.The person in this role will be involved in everything from preparing journal entries and financial statements to analysis and presentation...

  • Electrical Project Manager

    3 days ago

    Russellville, United States Hidden Talent Full time

    Job Title: Electrical Project Manager Our client is currently seeking an experienced and motivated Electrical Project Manager to oversee a significant project active in Clarksville, TN. This position requires immediate availability and offers the candidate a chance to join a dynamic team on a full-time basis from day one. Our client is a prominent...

  • Licensed Barber

    3 weeks ago

    Russellville, United States Iconic Barber LLC Full time

    Job DescriptionJob DescriptionJob Overview:We are seeking a skilled and experienced Barber to join our team. As a Barber, you will be responsible for providing exceptional grooming services to our clients. This includes haircuts, beard trims, shaves, and other grooming services. The ideal candidate will have a passion for the art of barbering and a...

  • Assistant Manager

    3 weeks ago

    Russellville, United States 306 BBQ Full time

    Job DescriptionJob DescriptionOur missionTo provide only the finest, fresh off the pit barbecue, rewarding jobs and support to the communities we serveOur Core values,Leading by exampleEnriching the lives of customers and team membersAuthenticity in all aspects of our businessDoing the right thing, no matter whatExcellence as the only acceptable...

  • Home Infusion Registered Nurse

    1 week ago

    Russellville, United States Texas Nursing Services Full time

    👩‍⚕️ Home Infusion Nurse - Part-Time - Russellville, AR 📍 Location: Russellville, AR 72801 💵 Salary: $40-50/hr Energize Your Nursing Career in Russellville: A fulfilling opportunity awaits as a Home Infusion Nurse in Russellville, Arkansas. We're seeking experienced nurses passionate about delivering high-quality in-home infusion therapy....

  • Home Infusion Registered Nurse

    3 days ago

    Russellville, United States Texas Nursing Services Full time

    👩‍⚕️ Home Infusion Nurse - Part-Time - Russellville, AR 📍 Location: Russellville, AR 72801 💵 Salary: $40-50/hr Energize Your Nursing Career in Russellville: A fulfilling opportunity awaits as a Home Infusion Nurse in Russellville, Arkansas. We're seeking experienced nurses passionate about delivering high-quality in-home infusion therapy....

  • RN Case Manager

    1 week ago

    Russellville, United States Arkansas Hospice Full time

    false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 POSITION SUMMARY The Registered Nurse Case Manager is a (RN) who oversees and participates in the provision of appropriate clinical interventions and support to an assigned caseload of hospice patients. QUALIFICATIONS Education: Graduation from an accredited school of nursing; Bachelor of...

  • Occupational Therapist

    3 weeks ago

    Russellville, United States Soliant Full time

    Minimum 1+ years occupational therapy experience required.Job Description: Company: Soliant Employment type: Contract Location: nearRussellville, KY Job Type: Full-time Responsibilities: Conduct comprehensive assessments to identify clients' physical, emotional, cognitive, and functional abilities. Implement therapeutic interventions and activities to...

  • JBS Accounting Manager | Salaried | Full Benefits | Bonus Eligible |

    3 weeks ago

    Russellville, United States JBS USA Holdings, Inc. Full time

    Description Position at JBS USA Position Title: Accounting Manager Job Status: Salaried Direct Reports: 3-5 Reports Directly to: BU Controller Nature of Position: Management of Accounting Functions Location: Russellville AR, Salary Class: Salaried, Non- Exempt JBS Live Pork, LLC ("JBS") seeks an Accounting Manager for Russellville Arkansas. The...

  • Recruiter

    1 day ago

    Russellville, United States JobsRUs.com Full time

    JobsRUs.com is seeking to hire a Recruiter for our client in Russellville, AR! Benefits Available! Weekly Pay! $35.00/Hour Shift Timings: 8:00AM to 5:00PM Description: The Talent Source/Manufacturing Recruiter is passionate about authentically connecting diverse, highly capable talent to incredible career opportunities that drive both personal and business...

  • Recruiter

    2 days ago

    Russellville, United States JobsRUs.com Full time

    JobsRUs.com is seeking to hire a Recruiter for our client in Russellville, AR! Benefits Available! Weekly Pay! $35.00/Hour Shift Timings: 8:00AM to 5:00PM Description: The Talent Source/Manufacturing Recruiter is passionate about authentically connecting diverse, highly capable talent to incredible career opportunities at Owens Corning that drive both...

  • CareGiver

    2 weeks ago

    Russellville, United States Lifeline Homecare Full time

    Full-Time/Part-Time Part-Time Shift Various Shifts Open Date 4/19/2024 Description Lifeline Homecare is looking for CareGivers to join our team! We have been providing non-medical, in-home services to Kentuckians since 1989. Our continuing goal is to help our clients stay at home while receiving the care they need. At Lifeline, we believe "Life Happens at...

  • Site Procurement Specialist

    3 days ago

    Russellville, United States VetJobs Full time

    Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set,...

  • Sr. Field Service Tech

    3 weeks ago

    Russellville, Arkansas, United States Signode Industrial Group Full time

    Description/Job Summary Compensation: $35.50 - $42.75/hourly based on experience and background Benefits: Signode offers a comprehensive benefits package to full-time employees, which includes health, dental, vision, 401k, paid time off, life insurance, wellness perks, and more. Benefits begin the month following the hire date. Summary Perform duties...