Client Services Specialist in Treasury Management

2 weeks ago


Midvale, Utah, United States BankTalent HQ Full time

Company Overview: BankTalent HQ is a leading financial services organization recognized for its commitment to excellence and community engagement. We pride ourselves on being a top employer, offering a supportive environment where employees can thrive and contribute to our success.

Position Summary: We are seeking a Treasury Management Client Services Specialist to join our Treasury Management Operations team. This role is essential in providing outstanding support to our Treasury Management clients. The position offers a hybrid work schedule after an initial training period.

Key Responsibilities:

  • Deliver exceptional customer service to clients regarding a wide range of Treasury Management inquiries through various communication channels.
  • Address issues related to Treasury Management products, including collections, disbursements, information reporting, fraud protection, account analysis, and merchant services.
  • Utilize Salesforce to document client interactions, ensuring timely responses and follow-ups in accordance with departmental service level agreements.
  • Identify root causes of client issues and escalate as necessary to ensure prompt resolution.
  • Generate and maintain product documentation for service requests and proactively communicate with clients regarding system outages or errors.
  • Assist clients in managing fraud incidents on their accounts, including securing necessary documentation and coordinating transaction recalls.

Qualifications:

  • High School diploma, GED, or equivalent education, along with relevant experience in banking or financial services.
  • Familiarity with treasury and cash management products, along with strong customer service and communication skills.
  • Ability to collaborate effectively with clients and team members.
  • Strong attention to detail and organizational skills.
  • Proficiency in Microsoft Office Suite, including Word and Excel.

Benefits:

  • Comprehensive medical, dental, and vision insurance starting on the first day of employment.
  • Life and disability insurance, along with paid parental leave and adoption assistance.
  • Flexible spending accounts and health savings accounts.
  • Generous paid time off and 11 paid federal holidays.
  • 401(k) plan with company matching and profit-sharing opportunities.
  • Mental health support, including coaching and therapy sessions.
  • Tuition reimbursement for eligible employees.


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