TM Client Services Specialist II

5 months ago

Little Rock, United States Bank OZK Full time

Job Purpose & Scope:

Performs duties associated with providing post-implementation client support and customer service. Products include ACH, Wire, Remote Deposit, Positive Pay, Sweeps and other Treasury Management products and services offered by the Bank.

Essential Job Functions:

  1. Provides daily support to the TMS Sales, TMS Implementation, TMS Operations teams and to all treasury clients and business partners.

  2. Engages in direct contact with the TMS Sales, TMS Implementation, TMS Operations, and all treasury clients and business partners.

  3. Assists clients with technical troubleshooting to component-level specifications.

  4. Monitors software and hardware upgrades, version adjustments, and communicates to management and clients, when necessary.

  5. Provides hardware/software installation assistance for Treasury Management clients.

  6. Oversees ordering of necessary equipment and supplies as requested for clients.

  7. Opens and works assigned service tickets.

  8. Provides daily support to all branch/department staff relating to Treasury Management, to include WireXchange, Cash Ordering Portals and other system related setups, lockouts and resets.

  9. Supports other departments within the Bank with Treasury Management products and services.

  10. Serves as an administrator for banking related services.

  11. Assists with the development & maintenance of policy and procedures related to Treasury Management products and services.

  12. Maintains good punctuality and attendance to work.

  13. Follows Bank policy, procedures and guidelines.

  14. Performs other duties as assigned.

Knowledge, Skills & Abilities:

  1. Knowledge of computers and programs for working software applications.

  2. Ability to communicate effectively both verbally and in writing.

  3. Ability to demonstrate initiative to accomplish work objectives.

  4. Ability to work effectively and demonstrate flexibility in a continually changing environment.

  5. Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills.

  6. Ability to manage multiple tasks with exacting deadlines and respond effectively to internal and external clients.

  7. Ability to work without close supervision.

  8. Ability to demonstrate effective customer service skills.

  9. Ability to maintain confidentiality.

  10. Ability to work extended hours.

  11. Ability to work effectively in a team environment.

  12. Ability to maintain attention to detail.

  13. Ability to demonstrate effective time management skills.

  14. Ability to learn other equipment and software necessary to perform job responsibilities.

  15. Ability to develop and maintain positive and effective working relationships with others.

  16. Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

Basic Qualifications:

  1. High School Diploma or equivalent required.

  2. Minimum of two (2) years of technical, help desk, or call center work experience required.

  3. Minimum of one (1) year of work experience with computers, including Microsoft Word and Excel required.

  4. Minimum of one (1) year of related customer service work experience and/or specialized training preferred.

  5. Bilingual skills in Spanish or Portuguese preferred.

Job Expectations:

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

Note: 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.

EEO Statement:

Bank OZK is an equal opportunity employer and give 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.

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