Operations Treasury Management Specialist
3 weeks ago
Russell Tobin's client, a leading banking company in Milwaukee, WI (Hybrid), is seeking an Operations Treasury Management Specialist to join their team.
Job SummaryThe Commercial Customer Service Treasury Management Support, Loan, and DDA Banker will serve as the primary contact for commercial banking customers utilizing Client's Treasury Management platforms. The ideal candidate will maintain and expand relationships with customers by providing overall customer support services, working proactively to identify potential problems and compliance issues, and maximizing client satisfaction while encouraging expansion of the relationship.
Key Responsibilities:- Service customers via phone and email inquiries.
- Assist customers in navigating online platforms and all Treasury Management products using the Bank's servicing tools, such as emulation and co-browse.
- Maintain appropriate technical understanding of bank systems through regular trainings to support and expand knowledge base.
- Associate degree or equivalent work experience.
- Three to five years of experience in the financial services industry.
- Excellent verbal, written, and interpersonal communication skills.
- Outstanding customer service and problem resolution skills.
- Proficient computer skills, especially Microsoft office applications.
- Experience with department-specific systems.
- Advanced knowledge of departmental and bank products and services.
- Technical support and/or co-browse skills.
- PREFERRED UNDERSTANDING OF DIGITAL CAPABILITIES WITH EXPERIENCE IN INFORMATION TECHNOLOGY ENVIRONMENT.
- KNOWLEDGE OF TREASURY MANAGEMENT PRODUCTS/SERVICES WITH PREFERRED EXPERIENCE WITH GTM AND OPERATIONS.
This role offers an estimated salary range of $25-$28 per hour. Eligible employees enjoy comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts.
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