Client Support Specialist for Treasury Management

7 days ago

Stuart, Florida, United States Seacoast Bank Full time

About Seacoast Bank

Since our founding in 1926, Seacoast Bank has been committed to a forward-thinking approach while remaining true to our local roots and family values. As one of the largest publicly traded banks headquartered in Florida, we pride ourselves on being a community-focused institution that prioritizes exceptional customer experiences.

Our Values

We believe that our greatest assets are our people – local bankers who are knowledgeable about the communities we serve and dedicated to delivering outstanding customer service. Our commitment to diversity and inclusion enables our associates to feel empowered to create positive change, as evident in our American Banker 2020 Best Banks to Work For and Best Places to Work for LGBT Equality by the Human Rights Campaign designations.

Job Summary

The Treasury Management Client Support Specialist provides exceptional support to clients for all Treasury Management products and services. This role involves researching and responding to client inquiries in a professional, timely, and efficient manner, striving to achieve full resolution and drive customer satisfaction and successful outcomes.

Key Responsibilities

• Provide procedural and technical support via various communication channels to clients on all Treasury Management products and services.

• Troubleshoot issues and escalate to Treasury Management Operations and Management as necessary.

• Take initiative to research and identify root causes of problems.

• Possess a strong understanding and technical knowledge of Treasury Management products, services, pricing, and billing, as well as systems, data transmissions, file formats, and protocols used for the delivery and support of Treasury Management products and services.

• Expedite service requests in a timely and efficient manner, following all bank policies and procedures.

• Identify additional product needs and partner with Treasury Sales Officers, Implementation, and Treasury Management Operations.

• Complete understanding of required Treasury Management Agreements and forms, authority levels, and Policy and Procedures.

Position Requirements

• Excellent customer service skills, with the ability to diffuse tense and upset clients.

• Ability to develop rapport and communicate effectively with clients both verbally and in writing.

• Minimum 3 years of experience in Treasury Sales Support and/or Customer Care role.

• Full understanding of all Treasury Management products and services, including how and why businesses utilize them.

• Capable of dealing with complex business banking needs.

• Bachelors degree or equivalent work experience with minimum 3 years in banking and customer service.

• Proficient in bank operations and regulations.

• Ability to work independently and understand when supervisory approval is required in unusual or sensitive situations.

• Must be able to have a flexible schedule, able to work during all days and hours of operation, including weekends and occasional non-bank operational hours.

• Must be available to work overtime as necessary.

• Must be proficient in PC functions, including MS Word, Excel, PowerPoint, Outlook, and all bank-related systems, with the ability to learn other computer systems/programs quickly.

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