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Treasury Management Specialist

1 month ago

Gresham, Oregon, United States INSPYR Solutions Full time
Job Summary:

The Commercial Customer Service Treasury Management Support, Loan, and DDA Banker is the primary contact for commercial banking customers utilizing Treasury Management platforms. This role requires a strong understanding of Treasury Management products and services, as well as excellent customer service and problem resolution skills.

Key Responsibilities:
  • Maintain and expand relationships with customers by providing overall customer support services.
  • Identify potential problems, compliance issues, and maximize client satisfaction and encourage expansion of the relationships.
  • Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
  • Ability to support customers in navigating Treasury Management products inclusive of all on-line platforms utilizing the Bank's servicing tools such as emulation and co-browse.
  • Service customers phone and email inquiries.
  • Maintain appropriate technical understanding of bank systems. Regularly attend trainings to support/expend knowledge base.

Basic Qualifications:
  • Associate degree, or equivalent work experience
  • Three to five years of experience in financial services industry

Preferred Skills:
  • Excellent verbal, written, and interpersonal communication skills
  • Outstanding customer service and problem resolution skill
  • 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

About INSPYR Solutions:
INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.