Client Service Specialist in Treasury Management

1 week ago


Phoenix, Arizona, United States BankTalent HQ Full time

About Us:

BankTalent HQ is recognized as a leading financial services provider, committed to delivering exceptional value to our clients and communities. We prioritize the success of our customers and employees, fostering an environment where career growth is encouraged.

Position Overview:

We are currently seeking a dedicated Treasury Management Client Service Specialist to ensure the smooth implementation and ongoing support of our Treasury Management solutions for clients. This role is essential in maintaining our high standards of customer service.

Key Responsibilities:

  • Deliver outstanding customer support to Treasury Management clients across various channels, including phone, email, and in-person interactions.
  • Address inquiries and resolve issues related to Treasury Management offerings, including collections, disbursements, information reporting, fraud prevention, account analysis, and merchant services.
  • Create and manage Salesforce cases for client issues, ensuring timely responses and thorough documentation of resolutions.
  • Identify root causes of errors and escalate issues to supervisors when necessary.
  • Generate product documentation for maintenance requests as needed.
  • Proactively communicate with clients regarding system outages or errors, providing alternative solutions.
  • Assist clients in cases of fraud, coordinating necessary actions and communications with relevant parties.
  • Stay informed about product updates and changes by reviewing all relevant documentation.
  • Comply with bank policies and procedures in all aspects of the role.
  • Participate in special projects and perform additional duties as assigned.

Qualifications:

The ideal candidate will possess a High School diploma or equivalent education, along with experience in banking, operations, or accounting. A combination of education and experience may also be considered.

  • Familiarity with treasury and cash management products, services, and financial analysis.
  • Strong customer service, problem-solving, and communication skills, both verbal and written.
  • Ability to collaborate effectively with clients and team members.
  • Attention to detail and accuracy in all tasks.
  • Excellent organizational and time management abilities.
  • Proficiency in Microsoft Office applications, including Word and Excel.

Benefits:

  • Comprehensive Medical, Dental, and Vision Insurance from day one.
  • Life and Disability Insurance, along with Paid Parental Leave and Adoption Assistance.
  • Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and dependent care options.
  • Generous Paid Time Off (PTO) and 11 Paid Federal Holidays.
  • 401(k) plan with company matching, Profit Sharing, and competitive compensation.
  • Mental health support, including coaching and therapy sessions.
  • Tuition Reimbursement for eligible employees.
  • Access to preferred banking products for employees.


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