Treasury Management Services Relationship Specialist
6 days ago
At CB&S Bank, we are seeking a highly skilled Treasury Management Services Relationship Specialist to join our team. This role provides exceptional service and support to our clients who utilize or expect to utilize Treasury Management services.
About the Role
The successful candidate will be responsible for coordinating with the Treasury Management Sales team and other Bank partners to onboard new TM clients, implement, modify, or delete TM services and pricing, and provide clients with training on those services. They will also be tasked with providing ongoing TM-related operational support and assistance via phone or email.
Main Responsibilities
- Onboard new Treasury Management clients and ensure seamless implementation of TM services.
- Coordinate with Bank partners to deliver excellent client experience and resolve any issues that may arise.
- Respond to customer inquiries and concerns related to Treasury Management services and pricing in a timely and professional manner.
- Maintain accurate records of client interactions and document all correspondence for future reference.
Requirements
- Bachelor's degree in Finance or business-related field or equivalent experience.
- A minimum of three years of experience in retail banking or client-facing bank support role.
- Excellent organizational and communication skills, both verbal and written.
- Demonstrated ability to use various computer software packages.
- Ability to work effectively in a fast-paced environment and prioritize multiple tasks simultaneously.
The estimated salary for this role is $60,000 - $80,000 per year, depending on qualifications and experience. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, please submit your application today
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