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Senior Treasury Client Services Specialist

2 months ago

Tulsa, Oklahoma, United States Bank of Texas Full time

Summary

Are you looking to advance your career in Treasury Services with a leading provider of innovative financial solutions? At Bank of Texas, we prioritize a supportive work environment, strong community ties, and a commitment to client satisfaction. We believe that every challenge presents an opportunity for collaboration and growth.

Job Overview

The Treasury Client Services Professional III acts as the main liaison for a specific portfolio of clients, delivering both technical and operational assistance regarding DDA and Treasury Management Products and Services. This role requires independent management of customer inquiries, helping clients optimize their daily cash positions and investment choices while addressing any operational issues that arise. The complexity of the portfolio ranges from moderately challenging to highly intricate, with the professional working autonomously but seeking guidance from supervisors for the most complex client interactions and approvals.

Team Dynamics

Our teams operate in a decentralized manner, maintaining open lines of communication to ensure consistent messaging. We learn from each other and leverage our collective experience, regardless of location.

We embody the principles of teamwork, guided by the 7 Habits of Highly Effective Teams. Our work environment is engaging and motivating, where we take initiative, focus on shared goals, prioritize effectively, and strive for mutual success while promoting a healthy work-life balance.

You will cultivate relationships and collaborate with colleagues across operations, technology, and sales, engaging with various business lines. Our teams work closely with product managers, analysts, operations staff, sales representatives, vendors, and the product support team, ensuring that you represent the voice of the client.

Responsibilities

  • Manage a portfolio of general and high-priority commercial and corporate accounts, identifying necessary documentation for new account openings, including legal and regulatory requirements.
  • Serve as the primary contact for system-related issues, guiding users through technical tasks and making informed decisions to resolve problems.
  • Recognize opportunities for cross-selling additional cash management and deposit products to existing clients, enhancing their awareness of alternative offerings from Treasury Services that could benefit their organization.

Qualifications

This role typically requires an Associate's Degree in a business-related field (Bachelor's degree preferred) along with four years of experience in banking and treasury client servicing, or an equivalent combination of education and experience.

Work Environment

Office setting - Ability to lift up to 20 lbs. Bank of Texas is a stable and financially robust organization that emphasizes excellent training and development to foster long-term career growth for employees. With dedication, expertise, and collaboration, you can significantly impact the success of the bank, our clients, and your own professional journey.