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Treasury Services Specialist
1 month ago
The Treasury Services Department at Bank of Southern CA is seeking a highly skilled Treasury Services Specialist to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, ensuring timely and accurate implementation of requests, and maintaining positive relationships with internal and external stakeholders.
Key Responsibilities- Execute all operations, administrative, and customer service duties associated with Treasury Services in a professional and efficient manner.
- Support and maintain positive relationships with clients and internal units within the bank by providing product/service support, timely and accurate implementation of requests, detailed tracking/follow-up, resolution, and prompt communication on all Treasury Management products and services.
- Act as a resource for all internal bank business areas and external clients, providing broad knowledge of all Treasury Services products and services.
- Provide pre/post technical, operational support, and troubleshooting assistance to ensure clients are fully enabled to utilize the features of Online Banking and Treasury Services products.
- Perform routine and scheduled operational tasks, such as report reviews, callbacks, file transfers, customer monitoring, and other assigned duties in a timely and efficient manner.
- Experience in financial services, preferably in a cash/treasury services role or related area.
- A high level of client service, interpersonal skills, and professionalism to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.
- Strong analytical, organizational skills, and ability to work in a high-paced environment.
- Excellent communication skills, oral and written.
- Self-directed, motivated, and a team player.
The work environment characteristics and physical requirements described here are representative of those of which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
