Treasury Management Specialist
4 weeks ago
Russell Tobin is seeking a skilled Treasury Management Specialist to join their team in Milwaukee, WI (Hybrid).
Key Responsibilities:
- Provide overall customer support services to commercial banking customers
- Maintain and expand relationships with customers by identifying potential problems and compliance issues
- Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures
- Assist customers in navigating Treasury Management products and online platforms
- Regularly attend trainings to support and expand knowledge base
- Provide technical support and co-browse skills to customers
- Preferred understanding of digital capabilities and experience in Information Technology environment
- Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations
- Benefits include comprehensive healthcare coverage, supplemental coverage, 401(k)-retirement savings, life & disability insurance, employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts
Requirements:
- Associate degree or equivalent work experience
- Three to five years of experience in 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
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