Treasury Management Client Support Specialist II

3 days ago


Little Rock, Arkansas, United States Bank OZK Full time
Job Summary

Bank OZK is seeking a highly skilled Treasury Management Client Support Specialist II to provide exceptional post-implementation client support and customer service. As a key member of our team, you will be responsible for delivering top-notch support to our treasury clients and business partners.

Key Responsibilities
  1. Provide daily support to the TMS Sales, TMS Implementation, and TMS Operations teams, as well as to all treasury clients and business partners.

  2. Engage in direct contact with the TMS Sales, TMS Implementation, TMS Operations, and all treasury clients and business partners to address their technical needs.

  3. Assist clients with technical troubleshooting to component-level specifications, ensuring that their issues are resolved efficiently and effectively.

  4. Monitor software and hardware upgrades, version adjustments, and communicate with management and clients as necessary to ensure a seamless experience.

  5. Provide hardware/software installation assistance for Treasury Management clients, ensuring that they have the necessary tools to succeed.

  6. Oversee the ordering of necessary equipment and supplies as requested by clients, ensuring that their needs are met in a timely manner.

  7. Open and work assigned service tickets, ensuring that client issues are addressed promptly and efficiently.

  8. Provide daily support to all branch/department staff relating to Treasury Management, including WireXchange, Cash Ordering Portals, and other system-related setups, lockouts, and resets.

  9. Support other departments within the Bank with Treasury Management products and services, ensuring that our clients receive comprehensive support.

  10. Serve as an administrator for banking-related services, ensuring that our clients have access to the tools they need to succeed.

  11. Assist with the development and maintenance of policy and procedures related to Treasury Management products and services, ensuring that our clients receive the best possible support.

  12. Maintain good punctuality and attendance to work, ensuring that our clients receive the support they need when they need it.

  13. Follow Bank policy, procedures, and guidelines, ensuring that our clients receive the highest level of support.

  14. Perform other duties as assigned, ensuring that our clients receive the support they need to succeed.

Requirements
  1. High School Diploma or equivalent required.

  2. Minimum of two (2) years of technical, help desk, or call center work experience required.

  3. Minimum of one (1) year of work experience with computers, including Microsoft Word and Excel required.

  4. Minimum of one (1) year of related customer service work experience and/or specialized training preferred.

  5. Bilingual skills in Spanish or Portuguese preferred.

Working Conditions

Operate customary equipment and technology used in a business environment, with or without accommodation.

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.



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